Robinhood key note is happening now $HOOD
LFG!
youtube.com/watch?v=BcMjT07B…
$MU after earnings
$MU Micron Q3 2026 earnings call — top 10 points
1/ Massive beat: revenue $41.46B and adj. EPS $25.11. AI memory demand is driving a completely different cycle vs old memory downturns.
2/ Q4 guide was even stronger: revenue expected at $49B–$51B, adj. EPS around $31, and gross margin around 86%.
3/ Main message: AI is turning memory from a cyclical commodity into strategic infrastructure.
4/ HBM demand remains the core bull case. Management says demand is above supply through 2027 and into 2028.
5/ HBM TAM expected to pass $100B in 2027, earlier than prior expectations. That is a major upward revision.
6/ Growth is supply-constrained, not demand-constrained. Customers want more bits than Micron can currently produce.
7/ Strategic Customer Agreements are important: 16 deals, $22B+ in commitments, mostly take-or-pay, with large cash deposits.
8/ These agreements reduce cyclicality. Micron is locking in demand, pricing floors and customer commitments before adding huge capacity.
9/ Capex is rising hard: FY2026 around $27B, with FY2027 spending expected to move even higher.
10/ Key risk: expansion costs and startup costs will rise. But management says extra supply and demand visibility should more than offset it.
Bottom line: very bullish call. Micron is positioning itself as one of the biggest AI infrastructure beneficiaries, not just a memory-cycle stock.
$TSLA
2025 Q2 Earnings call, most important things:
Robotaxi Launch: Tesla began offering driverless robotaxi rides in Austin with paying customers and plans rapid geographic expansion pending regulatory approvals — targeting half of the U.S. population by year-end.
Autonomy First: Elon Musk emphasized that autonomy is Tesla's central story, with plans to significantly enhance both supervised and unsupervised FSD capabilities and expand access in the U.S., EU, and China.
Cybercab and Affordability: The Cybercab, Tesla’s purpose-built robotaxi, is expected to deliver costs below $0.30 per mile, potentially around $0.25, optimized for low-speed, high-efficiency autonomous rides.
FSD Adoption Rising: Following the release of FSD v12 and v13, adoption in North America increased by 25%, with Tesla emphasizing that FSD-equipped vehicles are 10x safer than non-FSD ones.
Optimus Robot Ramp: The Optimus humanoid robot Version 3 will have prototypes by end of 2025, with production starting in 2026 and a target to reach 1 million units annually within 5 years.
Tesla Leads Real-World AI: Musk claims Tesla is the global leader in real-world AI, citing unmatched intelligence density and efficiency in AI inference compared to rivals like Waymo and Google.
Energy Growth: Despite tariffs and policy headwinds, Tesla’s energy business hit record gross profits, driven by growth in Megapack and Powerwall deployment, with future battery demand expected to surge.
Tariff Impact: Tesla faces $300 million in increased tariff costs in Q2, mostly in automotive, with further impact expected in future quarters.
IRA Credit Loss: The $7,500 EV credit will expire by end-Q3 due to legislation changes, pressuring near-term U.S. deliveries and regulatory credit revenues.
Model Y Still Dominates: Model Y became the best-selling vehicle in countries like Turkey, Netherlands, Switzerland, and Austria, and is still the global best-seller.
Affordable Model Delay: Tesla began production of its lower-cost model in H1, but full ramp was delayed to Q4 2025 due to focus on higher-volume Model Y deliveries before U.S. incentives end.
Financial Performance: Despite challenges, automotive revenue rose 19% QoQ, driven by improved average selling prices and product mix, with free cash flow of $146 million.
Bitcoin Volatility: Tesla posted a $284 million gain on Bitcoin in Q2, compared to a $125 million loss in Q1, adding volatility to other income.
Dojo & AI Chips: Dojo 2 will scale in 2026 with 100k H100-equivalent power, and the AI5 chip is expected by end of 2026, with plans for future convergence across vehicle and robot platforms.
Tesla Diner & Pop Culture: Tesla’s diner project in LA unexpectedly gained global media attention, part of broader efforts to make the Tesla experience more engaging and iconic.
ESKED retweeted
Don't miss the Pre Market Open, if you want an edge on markets.
See you at 7 am Central!
youtube.com/live/sxcmK2rFepI…
ESKED retweeted
Hey @elonmusk instead of creating a new party why don’t you put your full support behind Bitcoin?
As someone who believes in first principles thinking you would be addressing the root cause of the problem while simultaneously not creating enemies that affects your companies.
Anyone speaks now how DeepSeek killed ChatGPT? Yeah..
Filter the noise and benefit from it, if possible
ESKED retweeted
Iran stock market sitting near ATHs. Israel stock market making ATHs.
Twitter accounts "Black swan, WW3, crash, short, sell it all"
ESKED retweeted
Dylan LeClair just hopped onto Spaces to explain Metaplanet's new 555 (AKA "Go Go Go" Plan).
But this hour of alpha wasn’t just him reading off the slides.
Here's everything you missed (and why you need to listen to it ASAP).
A 🧵:
I recently dug into @RobinhoodApp's European expansion — here's what I found:
- 🏦 Robinhood secured a full MiFID II brokerage license in Lithuania (April 2025)
-📍 HQ: Vilnius (Quadrum), under Robinhood Europe, UAB
- 👨💼 Actively hiring in Vilnius, roles show up on LinkedIn from 7–10 months ago
- 🌍 This license enables EU-wide passporting under MiFID II (Directive 2014/65/EU),meaning: Robinhood can operate across the EEA without new licenses — they just need to notify national european regulators.
Thoughts on when the full rollout might begin?
CC: @vladtenev @amitisinvesting
In addition to above post,
As per my estimation @RobinhoodApp can potentially launch broker services within next 6-12 months.
ETA: late 2025 or early 2026
CC: @arny_trezzi @Micro2Macr0 $HOOD
Under the MiFID II framework, once an investment firm like Robinhood is authorized in its home country (Lithuania, in this case), it can offer services in other EU/EEA countries through a passporting process. This involves the home regulator (Bank of Lithuania) notifying the host regulator (country regulator) of the firm's intention to provide services.
The notification should include details such as the services to be offered and any use of tied agents.
The Bank of Lithuania is required to transmit this notification to the local regulators, as soon as practicable, but no later than one month from its receipt.
Upon receiving the notification, the local regulator should acknowledge it in a timely manner. Once the notification is acknowledged, Robinhood can commence offering its services in EU country $HOOD