Tag: Tesla

IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $MNDY, $JMIA

$OPEN 2.0 under Kaz Nejatian:

• Acquisition velocity → +300% since September
• Homes >120 days on market → 51% to 33%
• Inventory turns → 2x faster YoY
• Adjusted net income breakeven by end of 2026

Housing market broke them but AI-powered underwriting might fix them.

$AVGO just proved why custom silicon is the new merchant.

AI semiconductor revenue at $8.4B growing 106% YoY and guiding to $10.7B next quarter is the signal that custom XPU demand is not slowing.

New $10B buyback authorization signals management sees the same thing.

Why is $ASTS green in a sea of red today?

Commercial validation is becoming harder to dismiss with 50+ global MNO partners covering nearly 3B subscribers, definitive agreements including $VZ alongside $T and Vodafone and over $1.2B in contracted revenue commitments.

$AMD said at the Morgan Stanley TMT conference it’s “excited” about the positioning of its MI450 citing continued progress in its data center AI business following MI300 and MI350.

Management also described its relationships with OpenAI & $META as “multi-generational.”

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WHAT TO WATCH IN $TSLA EARNINGS

Tesla’s Real Story

Tesla Just Entered Its Second S-Curve

The Case for a Tesla–xAI Merger

The First Domino Just Fell for Tesla

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