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Selling a bit more $nvda and added some $tsla in last few weeks (@ $380 range before the dip). Still holding $avgo and haven't sold any $aapl RSU vesting since last 1 year as I have started to feel better about it
Selling $NVDA and building cash for attacking the AI application companies. Still like both $TSLA and $AVGO. Tesla is definitely going to rule the AI application layer (if Elon stays sane) while Broadcom will take over the crown for AI datacenter from Nvidia. However, finally inference will move to edge, i.e., AVs, humanoid robots.
$AVGO now becomes my 2nd largest holding overtaking $NVDA !
Osman Sarood retweeted
Tesla is celebrating Halloween this year by having a Cybercab autonomously drive around Austin with skeletons inside haha 🎃
Here’s the problem with Micron validation. It isn’t producing/selling much memory but is mostly riding on high prices. I get it that it takes time to ramp up but I am pretty sure that once they ramp up, a lot of other players would have ramped up too. $mu
🤖 Made with AI
This is why Sandisk is the WORST company to own. They have been incapable of manufacturing more and are almost entirely riding on the insane price hikes $sndk
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$TSLA EXPECTED TO OPEN OPTIMUS ROBOT RESERVATIONS IN EARLY DECEMBER: REPORT
Tesla is reportedly preparing to open consumer reservations for its Optimus humanoid robot in early December, potentially around the December 1-2 Humanoids Summit, according to The San Francisco Standard.
Tesla is also expected to demonstrate Optimus V3 at the event, with most initial units intended for businesses and a smaller number reserved for consumers.
The robot is expected to cost more than $20,000, although reservation deposits and final pricing remain unclear.
Tesla has already begun early production at its Fremont factory, but Musk recently said deliveries to outside customers aren't expected until late 2027, as the company continues working through AI, hardware and reliability challenges.
Tesla has not officially confirmed the reservation plans.
Listent to everyone, ask for reasons, build conviction and then buy. Don't follow the herd... big money is made based on conviction NOT riding a wave
$INTC is one example of a thesis-breaking earnings report. There are many more.
This is why investing is so hard. It's much easier to just write random bullish stuff and earn credit for it later. Like, "Told you so," right?
CPU is the bottleneck, therefore bullish INTC. That kind of stuff.
Then come tons of "deep-dive" technical articles that very few people can actually verify, or claims that some expert said this or that.
I've seen so many bullish Intel reports over the past 8–10 months, but I've never been convinced. Note: I owned Intel before, so I know a thing or two about this company.
If you're following big investing accounts, it's best to ask them to show their actual trades and portfolios, or at least disclose whether they're long or short. Then you can look back and evaluate their past calls.
It's pretty much the same principle behind Elon's famous interview question:
"What have you done that demonstrates exceptional ability?"
In investing, it's easy to sound smart. It's much harder to prove that your analysis actually makes money.
Osman Sarood retweeted
The best portfolio size for selling options is between $500k and $1M.
Once your account gets bigger than that, options buying power is no longer an issue. You can put on as many positions as you’re comfortable with.
Past $1M, profit as a percentage of net liquidity stops being the goal. The goal of selling options is first to pay for your lifestyle (car, mortgage, dinners, etc.), then to add cash to your equities. The return on your time is much higher at this point, so you don’t need to strive for a 4% return, and the risk it takes to earn a 4% return gets harder to justify.
At $2-3M, the equities do the work, and the options make lifestyle spending feel like you’re not eating into your investments.
Osman Sarood retweeted
Robotaxi updates
Service
– Operating hours are now 6am - 2am
Features
– Rear view camera feed now available to view during your ride
– Trip details can be shared with a friend
– New Live Activity design & experience
– Calm Mode dims the screen & sets cabin lighting to a relaxing state
– Grok now available on our Model Y vehicles
Accessibility
– Improved vehicle locating arrow in the app
– Added haptic feedback to assist users in finding their vehicle
– Music Control via Screen Reader
ok, I disagree with Hamid a lot on $mu, but he's right in pointing out WTH would a billionaire put out an article behind a pay wall 😅
Chamath, a multi-billionaire, has put his Micron analysis behind a $99 a month pay wall, to tell you if memory and $MU is in the typical cycle or if memory has fundamentally changed.
If you want my free analysis of Micron, which is extremely BULLISH, you can find multiple in-depth videos here: youtube.com/watch?v=FbHL5Jd0…
