High Beta Options

Focus: High-Beta Tech & Mid-Cap Trade Setups | High Win Probability Logic | Precise Market Commentary. Oil is dead. Not a financial advice

[High Beta Options @texan_ace]

@aelluswamy @RealNickMugalli @themichaelkonen How many cars? $TSLA

[High Beta Options @texan_ace]

$CCXI

[High Beta Options @texan_ace]

$tsla I was not not aware that model Y L means model Y long wheel base

[Tesla @Tesla]

Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18

[Bill Walsh @wwalsh]

Balogun was in on goal. He beat the defender and was about to score.
No red card. No penalty. No yellow card. No foul. No review.
The bizarre thing is that Fox Sports showed a replay that began just AFTER the defender let go of the arm. So weird. How could the officials miss this? And how could the TV crew miss it as well? @USMNT

[High Beta Options @texan_ace]

$tsla big beat, shares not moving much

[Tesla @Tesla]

Q2 2026

Production: 451,758

Deliveries: 480,126

Energy storage deployments: 13.5 GWh

Our Q2 Company Update will be streamed live on X on July 22 at 4:30pm CT

→ https://t.co/hD2NM6J2L6

[High Beta Options @texan_ace]

#CCXI agility robotics

[High Beta Options @texan_ace]

@thecasualultra Send all of them wherever they deserve to be in, Dutch are idiots, they lost their culture

[High Beta Options @texan_ace]

@ESnomanu Dutch are idiots for allowing this

[High Beta Options @texan_ace]

Earlier #Germany out as well

[High Beta Options @texan_ace]

#dutch #netherlands out of World Cup

[High Beta Options @texan_ace]

#Options playbook - Chapter 1

[High Beta Options @texan_ace]

@SenSanders Bernie, you invent a new product and sell better product cheaper than apple, any problem?

[Ella Frei @EllaFrei17]

My name is Ella, I'm 17 years old.
I do long jump. I play volleyball. I go to school in New Richmond, Wisconsin.
When my school allowed a biological male into the girls' restroom without telling parents —
I went to the school board.
With my name attached.
In my own town.
I got bullied for it. Harassed online. Even some of my own teachers came after me.
I'm still here.
Because here's what I know:
The net in women's volleyball is set nearly a foot lower for a reason.
A biological male can hit a ball across that net at force that could seriously injure a girl.
And in track — all it takes is three biological males entering the girls' category
and not a single girl in this state stands on a podium.
I didn't speak up because it was easy.
I spoke up because somebody had to.
The Supreme Court is about to answer the question every girl in America is asking.
We're ready.
@JenniferSey
@xx_xyathletics

[Gaetano @crux_capital_]

For those interested in $NOK ...

Nokia’s 6-inch exposure came through the Infinera acquisition, and it is a fundamentally different kind of bet. Coherent, Lumentum and AAOI are mostly laser and discrete-device stories. Nokia/Infinera is a PIC story, chips that fold lasers, modulators, amplifiers and detectors onto a single piece of InP.

That changes the manufacturing problem. The die is bigger, the process is more complex, and the yield math is harder, but the payoff is that far more of the optical system gets integrated onto one chip.

The new San Jose fab (the 6-inch site) backed by the CHIPS Act is moving through qualification now:

“I think I know the new fab is finally flowing gas, flowing chemicals. So it’s -- all the equipment is being turned up. We’re qualifying it this year. It will start production late this year, early next year.”

What that fab is built to produce is the key differentiator:

“A key thing for us in this... is the majority of the volume that we’re building is this, and particularly in that facility, is this photonic integrated circuit for pluggables.”

And management is upfront that integration cuts both ways:

“It’s a full photonic integrated circuit. So the die size is a little bit bigger. So that creates a different... yield dynamics.”

That’s the trade. A larger PIC removes assembly steps and packs more value onto the chip, but bigger die are more exposed to defects. The 6-inch platform hands Nokia more wafer area to work with. The open question is whether those large integrated devices yield well enough at scale.

Important to know that Nokia is building the whole chain domestically, not just the fab. The San Jose InP site is paired with an expanded advanced test-and-packaging operation in Pennsylvania (we just spoke about this a few days ago), because pushing far more wafers out the front of the fab is worthless if packaging becomes the next choke point. By combining larger wafers, more advanced tools and more total tool count, management has framed the build-out as a step-function increase in capacity for complex optical chips, timed to support the surge in 2027 demand.

Nokia’s angle is all about internal supply, integration, and control over its own optical-engine roadmap.

[High Beta Options @texan_ace]

$AAOI
https://t.co/SMhiFwTrPI

[High Beta Options @texan_ace]

#oil touching 60s handle first time after war

[High Beta Options @texan_ace]

@DollarCostAvg What do you think on $CRWV

[High Beta Options @texan_ace]

@DollarCostAvg What do you think on $CRWV

[High Beta Options @texan_ace]

@AST_SpaceMobile It’s late why not try earlier ?

[High Beta Options @texan_ace]

$AAOI - a buy at this level?