Za
@ZaStoccksMy trading and investing journal where I share charts, trading ideas, and market thoughts. Posts are not financial advice.
$AMD $AMZN $ARM $UBER $TSLA These are my 5 large cap focuses. I think AMD and Tesla are going through a post event hangover that likely ends soon. Amazon has bullish news flow almost daily, at some point it’ll matter as it’s still below 2021 highs. Arm has been derisked a bit…
$UBER is finally discussing an $EXPE buyout. What a move this would be. Uber reminds me more of early days $AMZN than any other company, this would solidify the super app venture. The ability to seamlessly book flights, hotels, rentals, rides, delivery, etc. in one app would be…
Such a great company. Would like to see Uber buy them out and I think with the Dara connection it’s possible but with all the regulation and eyes on Uber I doubt they’d let it happen.
Two recent IPO’s I’m watching closely are $TEM and $GRAL. Both companies use AI to improve health outcomes. Tempus over $50 and Grail over $15 can really get going. We’ve seen what recent IPO’s such as $ARM $CAVA $RDDT etc. have done, we might have two more runners here.
$HOOD continues to impress, they’re firing on all cylinders. 3 major announcements: -Desktop trading platform -Index options -Futures trading The trading platform looks sleek and resembles TradingView and Thinkorswim. If they can get active traders to switch over that’ll be a…
Bulls couldn’t have asked for a better $TSM report. TSMC CEO on AI: “The demand is real & I believe it's just the beginning of this demand.” “2025 CapEx will be higher than 2024." “We expect growth to be very healthy in the next five years." “I believe we cannot be the only…
Big $TSLA event tonight. Probably the biggest in their history. The world knows we’re seeing the Robotaxi. When will it be ready for deployment? Is it completely autonomous? Will we see the compact/affordable car? Any news on Optimus? There’s a ton of questions going into the…
$TSLA WE, ROBOT NOTES: UNSUPERVISED FSD: -Rolling out in Texas/California in 2025 CYBERCAB -Available in 2026 -Cost less than $30,000 -No steering wheel/pedal -Wireless charging, no plug TESLA BUS -Fully autonomous -30 person capacity OPTIMUS - No definitive release…
$UBER As I’ve said 100x now Uber will be the biggest winner of autonomy. They’ll have their AWS moment when the entire robotaxi network operates through their platform. Partnerships with Waymo, Tesla, Cruise, etc. show where this train is headed. Everyone saying Tesla will kill…
$EBON low float china BTC play with history of parabolic runs
$TIRX does $TIRX property and casualty insurance, such as commercial property insurance
$TIRX property insurance , is a micro float and micro cap China real estate play like $XIN $XHG
$TIRX see what $XIN $XHG has done, not many in sector
$UK China Real Estate as well. Has block 152. $XIN $XHG
$SAIH SMR nuclear has large block 75k at .85
$ASTS looks like nice entry and start space theme again
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