Leo Learner

High Growth Stocks, Market Timing via Market Breadth, Lifelong Learner, Husband & Father of 3

[Tesla Charging @TeslaCharging]

New Tesla Supercharger: Braine-l'Alleud, Belgium (16 stalls)
https://t.co/FVTdQ5F8nK

[Dillon Loomis @DillonLoomis]

It's borderline offensive to me at this point that we still have people suggesting there will be 30k Tesla Robotaxis deployed this year. Frankly, I think even 10k is detached from reality given the recent comments from Elon and Tesla

Every time Tesla adds a few new Unsupervised vehicles to the fleet, my timeline is full of:

ROBOTAXI GOING VERTICAL
EXPONENTIAL GROWTH INCOMING
MASSIVE SCALING INBOUND

Please stop. We are still under 100 total Unsupervised vehicles. That time will come, but we are not there yet $TSLA

[Steven Peeters @aikisteve]

Great example of why the camera system is enough. The high dynamic range is vastly better than the human eye

[Sat @sa_futurist]

Top Performance AND top safety in one car!

[Leo Learner @leo_learner]

Grok says:

Current status (April 10, 2026 – Friday afternoon)

No public announcement or decision has been issued by the RDW yet.

The RDW’s own statement (March 23) only confirmed they are in the final review phase and that a decision will come “after completion of this process.” They deliberately did not confirm or adopt Tesla’s April 10 date.

As of now (mid-afternoon CEST), nothing has appeared on the RDW website, in Dutch media, or from official channels.

Would they announce it on a Friday afternoon?
Still unlikely for the reasons I mentioned earlier:

Dutch government bodies like the RDW generally avoid dropping significant regulatory decisions late on a Friday (it limits immediate scrutiny, media follow-up, and stakeholder response before the weekend).

If the internal review wrapped up today, it’s more probable they inform Tesla privately first, with any public statement coming early next week (Monday or Tuesday).

Past slips (February → March 20 → April 10) show these timelines are targets, not hard deadlines, and safety/review thoroughness comes first.

Many people on X are watching today expectantly (some hoping for an after-hours update), but based on how regulators operate, a quiet Friday afternoon drop would be atypical.

[Leo Learner @leo_learner]

@DillonLoomis @MattPocius2

Do you think this is credible?

'Some 60% of respondents said buying a Tesla was "completely out of the question," while another 16% said they would "probably not" purchase a car from US tech billionaire Elon Musk's company, which saw sales fall by 13% worldwide in the first quarter of 2025, by 45% in Europe, and by 62% in Germany.

According to IW expert Matthias Diermeier, Musk himself has alienated his target group in the European market due to his support for US President Donald Trump and his public backing of the far-right Alternative for Germany (AfD) party during last year's German federal election.'

https://t.co/CfhNWZ3wlV

[Marios Stamatoudis @stamatoudism]

I see a lot of posts about “healthy rotation” and how everything is fine.

As someone who tends to lean optimistic:

Rotation is natural and generally healthy when it happens at a mid level.
But when rotation starts occurring inside the biggest theme that has driven the market for a long time, things are no longer automatically fine.
In those cases, you need either clear new leadership or multiple smaller themes combining to offset the loss of momentum in the primary one. Rapid rotations from dominant themes are rare. Smooth ones are also rare.

Right now, we are effectively facing three paths:

Clear rotation with strong new leadership (good)
Subtle, low energy rotation (bad, prolonged and draining)
Everything rolls over hard (very bad)

The key question is not whether the market can eventually go higher. It is how long the transition window lasts.

The biggest damage to traders does not happen in clear downtrends. It happens when indices look “fine” while underneath there is a death by a thousand cuts. And that has been going on for over two months.

Even ignoring macro, the market has not pulled me in naturally in size, aside from some strategic positions, mainly in commodity related names. In genuinely good periods, you notice the market pulling you into action almost effortlessly. For me, that is a primary health signal. I had to remain, and still remain, neutral for over two months now, since I first wrote about the initial cracks back in mid October.

The point I want to make is that being pessimistic can be just as destructive as being permanently optimistic.

Facing reality and monitoring how easily the market pulls you in provides peace of mind.

“When the market stops calling, the right move is often not to dial back harder in the name of optimism.”
Something I had to learn the hard way in the past.

[Leo Learner @leo_learner]

@realangrypom @SawyerMerritt Why elso would they design and produce a much more capable version if it weren't for unsupervised FSD?

[Leo Learner @leo_learner]

@adb1146 @SawyerMerritt Same here. We will have to wait a year longer to buy a MY. Bummer!

[Phil Trubey @PTrubey]

Summaries of the just concluded Tesla earnings call.

-------- Robotaxi ---------

Austin service area will expand in "2 weeks" to a significantly bigger area than Waymo's, 10x Tesla's current size.

Next areas include SF Bay Area, Florida, Arizona, Nevada. In process of getting regulatory approval for SF Bay Area.

Robotaxi available to half of US population by end of this year, subject to regulatory approval (I'd take this with a grain of salt).

Should have unmanned delivery in Bay Area and Austin by end of year.

About putting customer cars into Robotaxi network, Elon said "Haven't thought hard about it." Next year sometime. Tesla will have to do a car checkout process to make sure car works properly (checking even things like tire tread wear for safety).

Cybercab is optimised for autonomy. Sub $0.30 cost per mile over time, eventually. Won't be a performance car like other Tesla vehicles. Will have autonomous battery charging. Existing Model Y will be more like $.50/mile eventually (these are all costs to Tesla I believe).

Unsupervised FSD for personal use, by the end of 2025 in certain geographies in the US. FSD hardware in robotaxi cars is identical to what customer cars have.

[Mario Nawfal @MarioNawfal]

GROK 4 CRUSHES CHATGPT - WIPING THE FLOOR WITH RIVALS

Grok 4 shreds ChatGPT and Gemini, claiming the AI throne without mercy!

• ARC-AGI jumps 15.9% — brains with bite, not bloated fluff

• 200,000 GPUs = pure muscle, wrecking math & logic pretenders

• Elon’s relentless grind fuels Grok 4’s feral rise past the weaklings

The AI arena just got steamrolled by Grok 4!

Source: @NotebookcheckNet

[Greg Morton @gmorton512]

Daily Market Diagnosis: On Friday, Nas hits ATH but backs off and closes down but on lower volume; and while indexes held up the growth trade got hit under the surface--with cybersecurity stocks getting hit and very extended stocks like $DAVE and $SEZL getting hit hard; Lots of tariff letters last week from Trump, and EU and Mexico added at 30% over the weekend; Bitcoin hits a new high over weekend as week ahead is "Crypto Week" in Congress with 3 pieces of legislation pending; lots of key econ data this week ahead of next Fed Meeting results on July 30th; EPS season kicks off slowly this week and then really ramping next week.

[Mark Minervini @markminervini]

The second quarter of 2025 was one for the history books. After a sharp 12.1% correction in the S&P 500, the index staged its fastest-ever recovery from a 15% drop, finishing the quarter up 10.6% – its strongest showing since Q4 of 2023. That type of V-shaped recovery demonstrates the underlying strength of this bull market, despite persistent macro uncertainty.

However, President Trump’s unpredictable trade policies continue to inject volatility into the market. This renewed uncertainty is weighing on consumer confidence, business investment, and overall risk appetite. As a result, money managers have gravitated toward mega-cap “old guard” names while small and mid-cap stocks remain significant underperformers.

Cyclical growth sectors have led since the April bottom, with market breadth notably improving into early May. If the Fed delivers a rate cut in September, and tax cuts materialize as expected, cyclical leadership could extend further. Combined with seasonal patterns and typical post-election tailwinds, the setup supports cyclical outperformance through year-end.

Meanwhile, commodities saw turbulent action in Q2, driven by an escalating trade war and U.S. military action against a major OPEC producer. Despite these shocks, the S&P Goldman Sachs Commodity Index (GSCI) ended the quarter down just -4.4%. Precious metals gained 5%, livestock rose 8%, and those moves helped cushion the 9% decline in energy – the index’s largest component.

In the short term, the popular indexes are extended. Sentiment has flipped sharply from ultra-bearish to very bullish, which is a negative from a contrarian standpoint. However, with oil prices retreating and rates remaining stable, the Goldilocks economy appears undisturbed for now. That suggests this bull market remains sustainable. I expect pullbacks to be contained to the 4-7% range and to provide buyable opportunities for disciplined traders.

As always, my focus remains on strong relative strength names, tight volatility contraction setups, and stocks breaking out of proper bases with clear volume confirmation. Remember, in bull markets, the key is not to fight the tape but to execute with precision and strict risk control.

Stay disciplined and stay alert – opportunity always emerges for those prepared.

[Tesla @Tesla]

Nearing completion of our first LFP cell manufacturing factory in North America

[Jeff Lutz 🔋 @thejefflutz]

People that design car factories, consumer electronics factories, etc do NOT assume 52 weeks / yr run-time for capacity & utilization planning lol. It's typically 46-49wks per year assumed running where the 3-6 wks downtime are for maintenance, holiday, inbound material lumpiness that shut lines down temporarily, & of course retooling for new product.

I see a lot of folks on X and several rag blogs (Bus Insider, Electrek, etc) dumpster diving for clicks on Tesla shutting down a single week in the first week of a quarter (typically the slowest production week of 13).
Pro tip, if you obsess about every week like this, you're going to be inside of one of the 3-6wks I describe above.

Companies plan for this ... running at 100% utilization is a defect, poor planning, not a plan any company makes.

[Leo Learner @leo_learner]

Jean-Pierre Baillien
Don the Con moet oppassen, hij is de verkeerden aan het boos maken. Japan en Canada zouden diegenen zijn die al wat T-bonds op de markt gooiden waarna de heffingen op pauze gezet werden. Als je oude bondgenoten je financieel systeem wat komen 'pesten' moet je je toch vragen stellen waar je mee bezig bent? Of zou Trump dan toch echt nog dommer zijn dan het achtereind van een varken?
Tussen nu en eind volgend jaar vervalt een groot deel van de overheidsschuld. Het is echt wel het moment om de wereld (die jou schulden gaat moeten kopen) boos te maken. Als Japan, China, Europa, Canada, ... gewoon geen nieuwe schuld kopen dan zijn er 2 opties: default en het einde dollar als wereldmunt, dus het einde van ongelimiteerd schulden maken. Bijkomstig gevolg is dat de overheid dan moet zorgen voor inkomsten = uitgaven. Dat wordt nog lachen, vooral groen.
Tweede optie: massaal USD bijmaken om de schulden af te betalen met als gevolg een hyperinflatie en het einde van de USD als wereldmunt, de intresten gaan door het dak gaan, huiseigenaars met een hypotheek met variabele rente gaan hun sleutels teruggeven, de vastgoedmarkt flopt, de banken gaan geld nodig hebben om de verliezen te dekken, dit zou een bankrun kunnen geven en wat er dan gebeurt weten we allemaal. Al goed dat Berkshire een grote zak geld heeft, maar het zal waarschijnlijk niet volstaan.
Waarschijnlijk wordt de soep niet zo heet gegeten, Trump draait nog sneller dan een windhaan. Maar al degenen die voor hem stemden, ze krijgen wat ze vroegen: chaos en uiteindelijk zal het iets worden als 'We made America fade away'. Welke idioot wil inzetten op wat zelfs China wil afduwen: productie. Daar zit de winst niet, O&O is wat opbrengt en die mensen is hij weg aan het duwen. Hoeveel mensen met (groot)ouders geboren in de VS zitten in O&O bij Apple, Pfizer, Meta, Nvidia, ... slimme zet om immigranten tegen te houden. Heel slimme zet.

2 u

Beantwoorden

Luc Van Braekel
Jean-Pierre Baillien - Hyperinflatie; het einde van de USD als wereldmunt? In 1980 kende de VS een inflatie van 14,5%. Dat verzwakte de positie van de dollar als wereld-reservemunt hoegenaamd niet. De diepte en de liquiditeit van de treasuries-markt is een grote troef die los staat van de economische conjunctuur.
Vergeet niet dat een van de doelstellingen van de regering-Trump is om de koers van de dollar te doen dalen, zonder daarbij de positie van de dollar als wereld-reservemunt in gevaar te brengen.
Ja, wat Trump zegt over productie terughalen naar de VS houdt economisch geen steek, daarover zijn we het eens. Tenzij men rekening houdt met een groot conflict tussen de VS en China over enkele jaren, dan houdt het strategisch en militair wel steek om essentiële producten zelf te kunnen produceren. Maar dan zou Trump zich beter concentreren op staal en farmaceutica dan op iPhones

[Leo Learner @leo_learner]

I’m rocketing into the #CarusoInsightsContest25 like a CANSLIM wizard sniping a high-growth stock on volcanic volume! That $1,800 prize—Premium Membership and Active Growth Investor Course? It’s my screener for pouncing on failed breakout pullbacks, mini-coils, and riding EPS-charged rockets with pristine relative strength.

I’ve followed @CarusoInsights on Twitter, subbed to your YouTube, and now I’m firing this comment like a buy order on a classic cup-and-handle breakout. Pick me, and I’ll unleash Matt’s playbook in a way that will make crypto bros launching their own NFTs seethe with envy! 😅

[Nima Owji @nima_owji]

In case you didn’t know, you can customize GROK the way you want!

Just tell it how you want your responses to be!