$TSLA plug becomes US standard - Chargepoint , Blink, EVgo adopting NACS system

EVs + FSD/robotaxi + Energy + Optimus Fairly decent odds of Tesla becoming the biggest company in the world Optimus has the potential of being a real game changer $TSLA

Autonomous vehicle market S-Curve - ~$150 billion in 2022 ---> ~2.3 trillion in 2030 ~40%CAGR over the next 8 years! $MBLY $TSLA likely to be the big beneficiaries

Court upholds Musk's win in Tesla-SolarCity deal - @elonmusk did NOT make Tesla overpay for SolarCity Another nail in the coffin for $TSLAQ $TSLA

Tesla's having an AWS or Apple Services moment - $TSLA via @YouTube

$GM General Motors Company operating metrics - A far cry from $TSLA's business metrics...there is a reason why $GM multiple is "cheap" and $TSLA is "expensive"

$F Ford Motor Company operating metrics - A far cry from $TSLA's business metrics...there is a reason why $F multiple is "cheap" and $TSLA is "expensive"

$TSLAQ crowd "Tesla is a bubble, its doomed!" $TSLA operating metrics (high growth, profitability and FCF generation) don't support the bearish narrative...

Ford and General Motors telling their customers they must rely on Tesla's supercharging network to charge their cars on road trips is akin to all the smartphone OEMs telling their customers that on the road when their phones run out of juice, they must rely on Apple's chargers!…

2nd major competitor (after Ford) promoting Tesla - This war has already been won $TSLA

GM to use Tesla charging network, joining Ford in leveraging the EV leader's tech - $TSLA

SoFI CEO on student loan pause, consumer and AI - $SOFI via @YouTube

$TSLA is miles ahead..legacy auto OEMs in big trouble!

Current holdings - $ADYEY $AUTO.OL $CFLT $CRWD $DDOG $ENPH $FOUR $GLBE $MBLY $MELI $NU $ONON $SOFI $SNOW $TSLA $ZS *In the interest of disclosure, these are my holdings. These are not recommendations, investment involves risk, do your own due diligence.

@IrnestKaplan Doesn't pass the smell test

Below article states Argentina will litigate against dLocal in the US -

This PR is not consistent with D-Local's PR on 26 May where company claimed it had not been notified by any Argentinian authority regarding a foreign exchange investigation 🚨⚠️ $DLO

Tesla Model 3s now qualify for full $7,500 tax credit $TSLA via @techcrunch

This SentinelOne CEO interview is a train-wreck - Management mis-steps and he is smirking on TV!? via @YouTube

Endpoint security is not a "winner takes all" industry - Room for several players $CRWD $MSFT $S

Algos have amplified post-ER price action (massive % moves in both directions within seconds)... Big moves cause other traders/investors to succumb to fear or greed, which further exaggerates post-ER price moves. 30-35% moves on slight ER "beats or misses" are nuts!

"Efficient Market Hypothesis" - $SOFI $6.50 ---> $4.59 in post-ER dump in 4 days $SOFI now $7.01 (+58% in 14 days)! Similar post-ER pukes and recoveries in - $CFLT $MBLY $NET $SNOW and others Today they crushed $S Post-ER, nothing changed in the above companies' fundamentals…

Adyen launches payout services - $ADYEN $ADYEY

Zscaler Q1 results - $ZS Revenue +46%YOY Calculated billings +40%YOY Deferred revenue +44%YOY Dollar based NRR > 125% Gross margin = 80% Free cash flow +69%YOY FCF margin = 18% vs. 15% (Q1 '22) Fiscal 2023 revenue guidance ~+46%YOY

SentinelOne Q1 results - $S Revenue +70%YOY ARR +75%YOY Customers = 10,680 (+43%YOY) Customers w/ $100K+ ARR = 917 (+61%YOY) Dollar based NRR > 125%YOY Gross margin = 68% FY revenue guidance +41%YOY