For those who think Tesla's re-To The Moon - Tiger Brokers Online Investing Community - To The Moon

For those who think Tesla's recent slide below $400 means that some sort of catastrophic dip it coming and support levels have been breached, and that Rivian is coming for Model Y, I'd just offer the following counter-points: 1. $Tsla closed around $405 today, so no real evidence of support being breached; Tesla is a far stronger company now in mid-July than it was in December 2025 when it was hitting ATH at around $490; Rivian, though they produce nice cars, is still nowhere near Tesla in volume production or economies of scale, and are still losing money; Tesla, on the other hand, just had a bumper quarter with Q2 earnings due July 22nd. Unlike Q1, when the stock drifted lower on an absence of near term catalysts, Q3 sees an abundance of them. So sell at your peril!

Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst

Tesla +2.83%, Intel +1.84% last Friday on a joint announcement: Tesla and SpaceX will put $16.8 billion into Terafab, an AI chip campus in Texas running logic, memory, advanced packaging and test under one roof — built to feed Optimus, Cybercab and SpaceX's orbital data centers. Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. Vertical integration is the whole point — does any of it reach the suppliers?

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Intel is the named manufacturing partner, its second foundry win in a week. Down the chain the split already showed: Amkor +2.05%, Vertiv −1.01%. 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So sell at your peril!</p></body></html>","htmlText":"<html><head></head><body><p>For those who think Tesla's recent slide below $400 means that some sort of catastrophic dip it coming and support levels have been breached, and that Rivian is coming for Model Y, I'd just offer the following counter-points: 1. $Tsla closed around $405 today, so no real evidence of support being breached; Tesla is a far stronger company now in mid-July than it was in December 2025 when it was hitting ATH at around $490; Rivian, though they produce nice cars, is still nowhere near Tesla in volume production or economies of scale, and are still losing money; Tesla, on the other hand, just had a bumper quarter with Q2 earnings due July 22nd. Unlike Q1, when the stock drifted lower on an absence of near term catalysts, Q3 sees an abundance of them. So sell at your peril!</p></body></html>","text":"For those who think Tesla's recent slide below $400 means that some sort of catastrophic dip it coming and support levels have been breached, and that Rivian is coming for Model Y, I'd just offer the following counter-points: 1. $Tsla closed around $405 today, so no real evidence of support being breached; Tesla is a far stronger company now in mid-July than it was in December 2025 when it was hitting ATH at around $490; Rivian, though they produce nice cars, is still nowhere near Tesla in volume production or economies of scale, and are still losing money; Tesla, on the other hand, just had a bumper quarter with Q2 earnings due July 22nd. Unlike Q1, when the stock drifted lower on an absence of near term catalysts, Q3 sees an abundance of them. 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