Gregory FTA

$TSLA and $PLTR The companies of the future.

People are starting to realize that China’s massive buildout of solar photovoltaics has nothing to do with climate change, and everything to do with tapping the resource that makes up >99.9% of Earth’s energy budget.

$GOOGL monthly chart This is not a bearish chart. New ATHs incoming.

NEWS: Tesla investors will vote this November on whether Tesla should invest in xAI.

$MU 30 year monthly Next few years should be interesting. Micron's biggest customer is Nvidia $NVDA

Part 2: The Two-Factory Model Jensen's insight that changed how I see every business: "Every company in the future will have two factories." Factory 1: Your actual product. Factory 2: The AI that powers it Tesla gets this. They build cars and build AI brains for them...

$TSLA It's going to be fascinating to watch the market try to understand the implications of the robotaxi ramp. What will they do when Tesla gets to 1000 cars, 2500 cars, passes Waymo, 10K cars, 50K cars? Most big money isn't prepared for the speed at which this is about to…

I have increased my portfolio positions in the semiconductor layer recently with $TSM, $NVDA, and $AMD buys as I believe we are severely underestimating where we are in this AI cycle. We are still in the era where we are looking at AI from a »Search« information retrieval lens…

Pro Tip for $tsla investors : Always listen to Tesla's investor call twice with subtitles. It doesn’t matter if the stock goes up or down afterward; it’s just traders anyway. The most important thing for me from the q2 call is that they’re expanding the service in Austin in…

China is not known for emotional decisions so take this at face value.