tammy mittig

#Bikers need to #save #themselves most #bikers have #cars too this #decal #needs to remind ppl on the #road to #look for us

[tammy mittig @strghtlin]

@AliShahReinvent The hardware savings angle is interesting but I wonder how much accuracy you lose when you compress that aggressively. Trade-offs matter.

[tammy mittig @strghtlin]

@omgitsbunnie Interesting how the real game-changer might not be bigger models but making them actually usable without a data center.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

AI isn’t just growing bigger.

It’s also getting cheaper to run.

TurboVec, based on Google Research’s TurboQuant, can cut AI vector memory from 31GB down to just 4GB.

What that means:

Less memory needed.
Faster searches.
AI that works offline.
No need for expensive GPU clusters.
No relying on the cloud.

Everyone’s focused on bigger models.
But the real change might be lower costs.
If AI gets cheaper to use, more people will adopt it.

The stocks to keep an eye on:

$GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO

My take:

The next big AI play isn’t just about who builds the biggest model.

It’s about who makes AI cheaper, faster, and easier to actually use.

[tammy mittig @strghtlin]

@meloncurls21 That monthly cost is wild, makes you wonder what the actual margins look like on their end.

[tammy mittig @strghtlin]

@Ragequeen__ Sounds good on paper but who's going to make sure regular folks actually benefit instead of just being used as hype fodder?

[tammy mittig @strghtlin]

@omgitsbunnie Interesting timing with ASML's stock already pricing in a lot of hype. Wonder if this Terafab thing actually scales beyond a pilot.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

🚨 $ASML just got linked to Elon Musk's next big chip move.

Word is $ASML is bringing Elon into a private employee meeting to talk about the $55B Terafab project with $TSLA and $SPCX.

The deal here:

Terafab is all about making super advanced 2nm chips for AI, robots, and space computing.

It's not just about $TSLA cars.

It's Musk trying to take over AI hardware.

Keep an eye on:

$ASML / $TSLA / $SPCX / $NVDA / $TSM

Not advice.

[tammy mittig @strghtlin]

@DavidKWilliams Traders still look at P/E and miss the underlying cash flow story. The market can be surprisingly slow to recalibrate.

[FX Team_Nasdaq|S&P500|US stock pick Trades @DavidKWilliams]

$META is not just a social media stock anymore.

Core data:
Current price: $593.00
Today: -$34.78
Market cap: ~$1.52T
P/E: ~21.6x.
The market still sees Meta as Facebook + Instagram ads.
But the real business logic is much bigger:
Family of Apps = cash flow machine
Instagram / Facebook / WhatsApp = global distribution
AI ads = better targeting and monetization
Reels / Threads = attention capture
Meta AI = product ecosystem
Reality Labs = long-term optionality
Meta’s Q1 2026 revenue was $56.31B, up 33% YoY. Family of Apps revenue reached $55.91B, while Reality Labs remained a drag with a $4.03B operating loss. Capital expenditures were $19.84B, showing how aggressively Meta is spending on AI infrastructure.

My view:

$META is still one of the strongest AI advertising platforms in the market.

The upside comes from AI improving ads, engagement, recommendations, and business tools.
The risk is also clear:
AI capex is rising fast.
Reality Labs is still losing money.
Regulation remains a long-term overhang.
My strategy:
Do not chase.
Wait for pullbacks.
Watch whether ad growth and AI monetization stay strong.
Add only if the stock holds key support.
Watchlist:

$META / $GOOG / $MSFT / $AMZN / $NVDA / $AVGO

Not financial advice. 🚀

[tammy mittig @strghtlin]

@meloncurls21 7.92% is a big red candle but these pullbacks happen when everyone already priced in perfection. Curious to see if institutions add to positions here.

[tammy mittig @strghtlin]

@jacknapierlive 54x P/E with a 9% drop in one day. That's a lot of premium to pay for process control, even if it's essential. Hype cycle might be cooling.

[tammy mittig @strghtlin]

@LisaSongSutton It's wild how people keep analyzing it like a regular auto stock when the whole valuation is clearly betting on something else entirely.

[FX_Rhett-Stock Trading Analyst 【Nasdaq S&P500】 @LisaSongSutton]

🚨 $TSLA isn’t behaving like a normal carmaker right now.

Current price: $391.00
Today: -6.61%
Market cap: ~$1.38T
Everyone keeps obsessing over Tesla’s car deliveries.
But that’s just one piece of the puzzle.

The real $TSLA story goes deeper:

EV scale
Energy storage
FSD
Robotaxi
AI robotics
Software ecosystem

If Tesla were just an EV maker, its valuation is steep.

But if it shifts into an AI mobility platform, the whole logic flips.
That’s what makes $TSLA a high-risk, high-reward play.
My take:
I’m into the long-term vision.
But I wouldn’t jump in after big price moves.
I’m keeping tabs on:
$TSLA — waiting for dips
$NVDA — AI processing
$GOOG / $MSFT — AI platforms
$AVGO / $TSM — AI backbone

Don’t chase hype.
Wait for support.
Only jump in when the risk makes sense. 🚀

Not financial advice.

[tammy mittig @strghtlin]

@mommykerrie The stock movement today doesn't really reflect any of that long-term stuff though. Market's just reacting to whatever headline is hot right now.