$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS
J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.
JUST IN:
Navitas is showing off an 800V-to-6V power delivery board at NVIDIA's AI Factory showcase at COMPUTEX this week.
Why this matters: it eliminates the 48V intermediate bus converter stage entirely. One less conversion step means higher efficiency, less heat, less wasted space inside the server tray.
The specs: 97.5% peak efficiency. 1 MHz switching frequency. 2100 W per cubic inch power density. Thinner than a mobile phone.
The AI infrastructure buildout is not just about GPUs anymore. The bottleneck is moving to power delivery. Every watt lost to conversion inefficiency is a watt that could be running inference.
NVTS is a $26 stock. The companies solving the power problem behind the AI rack are where the next wave of alpha is hiding.
$NVTS $NVDA
$NVTS showcased an 800V-to-6V AI server power solution inside $NVDA MGX ecosystem thats targeting 97.5% peak efficiency and 2100 W/in power density.
Power delivery is becoming one of the next major bottlenecks for megawatt-scale AI server racks.
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$SPX: As the oversold McClellan Oscillator and the breach of the lower Bollinger Band suggested, price was set for a bounce today. The index now must sustain itself above the key weekly level to validate this move.
150 likes & 30 reposts for the key weekly level.
#StockMarket
You guys know what stock usually pumps with oil about 1 week 2 weeks later
I’ve seen $TSLA have +$100 weeks when oil is like this
Because Tesla is not just AI and Growth also energy ✨ and many don’t realize
This is great for Tesla
Go ahead and look at March 2022 and thank me later
$TSLA - TESLA OPTIMUS ROBOT FACES SETBACKS
Tesla’s Optimus humanoid robot project is facing technical and timeline challenges despite President Donald Trump’s recent praise of CEO Elon Musk. The robots remain hand-built, lack full dexterity, and are often remotely operated, prompting delays in factory deployment.
The robotics push comes as Tesla’s core EV business weakens, with vehicle sales down in 2025 and global EV leadership lost to BYD.
$IWM: The move looks promising, supported by the bounce at the confluence zone of the 50DMA and the Volume Shelf. The oscillator is curling up from the oversold zone.
Let me know if you're around liking this for more charts today: $SPX $QQQ $NVDA $BTC
$TSM: One of the big components of the $SMH is showing signals of an imminent pullback, if the reversal candle has follow through, the price must find support before falling in the volume gap, where volatility usually accelerates.
100💚 if you want to see this one more.
$QQQ: Consolidation (pullback) is likely ahead considering the indecisive candle and the crossover in the oscillator. The end of the world? No, this signals a healthy, renewed entry point.
100 likes 20 reposts for potential support lines.
$SPY $NDX
On my site, premium subscribers can suggest specific securities for weekly S/R modeling. I just posted the requested list in the premium chat (beyond the usual 40). Two standouts were $BMNR and $CRDO. If you want to see those charts here, Like x100 & Repost x20
$QQQ: The 100 daily moving average acted as support in confluence with the volume shelf, the oscillator is curling up at oversold zone, and the indecisive candle has volume validation. This may be a sign of a bottom.
100 Likes and 20 reposts for $BTC
#StockMarket#CryptoMarket
$AMZN: The gap can be considered filled, and the bullish reversal candle bouncing from the 50DMA in confluence with the volume shelf suggests a valid setup. Regarding the lower gap, it is unlikely to be filled soon.
100 likes and 20 reposts for $SPX, to warm up the week!
The Momentum Map in the Weekly Compass shows Amazon in a very interesting position.
#StockMarket
$SPX: The retrace from overbought levels is playing out as the weekly shooting star and the upper daily Bollinger breach suggested, not to mention the loss on Monday of $6,858 as central weekly level. The 40DMA, which for some reason has set the bounces during this rally is being tested. The $VIX above 19 suggests volatility is not over.