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@danik_sol
""Serious money๐ฐ" - Elon on $GOOGL results" @danik_sol on X 2025-07-24 09:48:46 UTC 2283 followers, XXX engagements
"Looks like model YYY is longer than Model X. $TSLA" @danik_sol on X 2025-07-16 15:40:48 UTC 2266 followers, XXX engagements
"๐ข Cruise Comeback in Full Sail TD Cowen initiates coverage on $CCL with a Buy calling it the industry leader with major margin upside. ๐ Sector outlook: Revenue CAGR: +7% to 2029 Industry revenue: $67B $95B Cruise demand proven resilient thru recessions + COVID ๐ฐ $CCL stands to gain from: Strong value vs hotels ($160/day vs $XXX room-only) New ships & private island investment Margin growth from current XX% XX% by 2029 TD: Cruise lines are underappreciated travel share gainers. ๐ $CCL just got re-rated as a core reopening + value play. #CruiseStocks #Carnival $CCL #Travel #Investing" @danik_sol on X 2025-07-23 10:59:26 UTC 2288 followers, XXX engagements
"Gaining traction or dead cat bounce $NIO ๐ค" @danik_sol on X 2025-07-23 12:10:59 UTC 2272 followers, XXX engagements
"$BMNR is a f disaster. Have a feeling Peter has unloaded his bag" @danik_sol on X 2025-07-25 19:52:41 UTC 2282 followers, XXX engagements
"๐ค๐ If Tesla Robotaxi = Uber Scale Assume: ๐ต $20/ride ๐ XX% net margin ๐ Uber 2024 = 11.3B trips Then Tesla would make: ๐ฐ $226B revenue ๐ $45B net profit At scale autonomy becomes a Big Tech-level business. But first Tesla must execute $TSLA" @danik_sol on X 2025-07-25 10:32:30 UTC 2283 followers, XXX engagements
"๐ BREAKING: TensorWave drops North Americas largest AMD GPU cluster an 8192GPU beast powered by MI325X chips delivering XX exaFLOPS FP8 and packed in shelves with direct liquid cooling โก ๐ What this means for $AMD: Revenue lift: At rough list estimates of $1012K per MI325X this system represents: 8192 $11K $90M in GPU bookings Follow-on momentum: With TensorWave expected to ramp revenue to $100M+ ARR this year AMD gets exposure to long-term cloud contractsand additional clusters coming via MI350X/MI355X. ๐ฏ Key takeaways: Validation of MI325X as a serious NVIDIA alternative AMDs GPU sales" @danik_sol on X 2025-07-23 11:17:02 UTC 2270 followers, XXX engagements
"At XPENG Meet Your Robot Guide via @YouTube $XPEV" @danik_sol on X 2025-07-23 07:05:27 UTC 2274 followers, XX engagements
"@howardlutnick @grok is this statement correct" @danik_sol on X 2025-07-23 17:10:45 UTC 2273 followers, XX engagements
"Alphabet Q2 2025 ๐ Revenue: $96.43B (+2.6% beat) ๐ EPS: $XXXX (+7% beat) ๐ AH stock: X% Outlook: Strong growth in Cloud & AI infra (OpenAI deal; heavy $75B capex) Ad biz faces headwinds: AI rivals + antitrust concerns Analysts largely bullish targets $203$204 (+57%) ๐งญ Investors will watch managements guidance on ad resilience vs AI disruption and AI infrastructure ROI. $GOOGL" @danik_sol on X 2025-07-23 20:12:30 UTC 2281 followers, XX engagements
"Bro where's $BYDDY and $LI We already know $LCID and $RIVN are zombies and shall go bankrupt ๐คฃ๐คฃ๐คฃ" @danik_sol on X 2025-07-18 09:46:51 UTC 2292 followers, XXX engagements
"@emrepasvan Bought 3k shares at 3.5$. Lets yolo hodl it and see where it takes us ๐คฃ๐ช๐งฎ" @danik_sol on X 2025-07-17 20:40:46 UTC 2266 followers, XX engagements
"๐ Robotaxi Race: Tesla vs. Waymo (Mid-2025) Waymo (Alphabet) 1500 robotaxis (Jaguar I-PACE) 250K paid rides/week 2025 revenue: est. $181M Operating in SF LA Phoenix Austin Tesla XX robotaxis (Model Y) in Austin pilot Musk: XX% of US covered by end2025 Cybercab volume production: 2026 No robotaxi revenue disclosed yet ๐ What Tesla could earn at scale (Waymo $/car basis): 1000 cars $121M 10000 cars $1.21B 100000 cars $12.1B 1M cars $121B Teslas upside is huge if it executes. #Tesla #Waymo #Robotaxi #FSD #AutonomousDriving #Cybercab #ElonMusk #Alphabet $GOOGL $TSLA" @danik_sol on X 2025-07-25 09:44:12 UTC 2285 followers, XXX engagements
"Is below true Mr Secretary ๐งต Heres why Toyota is up 8%and U.S. auto giant Ford & GM are taking the hit: The new U.S.Japan trade deal slashes auto tariffs on Japanese-made vehicles from XX% XX% giving Toyota a major cost edge over domestic rivals . โ Meanwhile U.S. automakers face a web of steep tariffs: XX% on steel & aluminum XX% on copper XX% on Canadian & Mexican imports (unless USMCAcompliant) XX% on Chinese production ๐ธ Toyotanow paying just 15%sidesteps the bulk of these rate hikes while Ford GM & others face much higher input costs. ๐ฏ That explains the 0D chess effect: American" @danik_sol on X 2025-07-23 06:54:46 UTC 2266 followers, XXX engagements
"๐ข $CCL just closed a $3B offering of XXXX% unsecured notes due 2032. ๐ฐ Proceeds used to: Repay 2028 secured term loan Redeem $2.4B of XXXX% 2027 notes ๐ Debt impact: $11B refinanced in 2024 Secured debt XX% since Q4 2021 $1.1B prepaid this year ๐ธ Interest savings By swapping shorter-term & secured debt for longer-term unsecured debt $CCL likely saves $100M$150M+/year in interest + improves flexibility ๐
Next big maturity Pushed to 2032 โ
" @danik_sol on X 2025-07-23 14:35:24 UTC 2284 followers, XXX engagements
"Since $GOOGL wasn't mentioned ๐ซก Google (through its parent company Alphabet Inc.) has agreed to acquire the cloudsecurity startup Wiz in an allcash deal valued at approximately $XX billion making it the largest acquisition in Googles history . Wiz founded in 2020 specializes in cloudnative application protection across multiple platforms like AWS Azure Oracle Cloud and Google Cloud. The acquisition is intended to strengthen Google Clouds cybersecurity offerings and accelerate innovation in a multicloud AI era . ๐ The deal is still pending regulatory approval with an expected closing in 2026" @danik_sol on X 2025-07-21 12:18:27 UTC 2283 followers, XX engagements
"Graphic with timeline and positioning vs. $NVDA Rubin & $GOOG Trillium" @danik_sol on X 2025-07-23 14:51:00 UTC 2272 followers, XX engagements
"Sunday is the D-day for USA and EU signing $LVMH shall go parabolic๐ President Trump Arrives Prestwick UK and Departs En Route Turnberry Sc. via @YouTube" @danik_sol on X 2025-07-25 22:08:43 UTC 2282 followers, XXX engagements
"Is this true ๐งต Heres why Toyota is up 8%and U.S. auto giant Ford & GM are taking the hit: The new U.S.Japan trade deal slashes auto tariffs on Japanese-made vehicles from XX% XX% giving Toyota a major cost edge over domestic rivals . โ Meanwhile U.S. automakers face a web of steep tariffs: XX% on steel & aluminum XX% on copper XX% on Canadian & Mexican imports (unless USMCAcompliant) XX% on Chinese production ๐ธ Toyotanow paying just 15%sidesteps the bulk of these rate hikes while Ford GM & others face much higher input costs. ๐ฏ That explains the 0D chess effect: American policy aimed at" @danik_sol on X 2025-07-23 06:56:55 UTC 2273 followers, 2809 engagements
"Don't bet against Elon is my sole argument. Sooner or later Elon & Co will crack the code. $TSLA" @danik_sol on X 2025-07-25 11:29:09 UTC 2284 followers, XXX engagements
"๐ Waymo H125 update: 1500 robotaxis active in SF LA Phoenix & Austin 250K paid rides weekly 2024 revenue: $60M 2025 est: $100M$180M Fleet to grow to 3500 by 2026 New factory in Arizona with Magna to scale fast Alphabets Waymo is quietly building Americas biggest robotaxi network. #Waymo #Robotaxi #AI #AutonomousDriving #Alphabet #Mobility $GOOGL" @danik_sol on X 2025-07-25 09:11:30 UTC 2284 followers, XXX engagements
"๐จ Meta ASIC roadmap update: ๐ง New chip: Arke 2nm TSMC Mass production: 1H27 Focus: post-training + inference ๐ Olympus update: Delayed to 1H28 (from 4Q27) Design tweaks to counter $NVDA Rubin ๐ Vendor race: Design partner to be picked in weeks ๐งฉ MediaTek is a strong contender ๐ Meta is building full-stack AI infra competing head-on with $NVDA & $GOOG TPU" @danik_sol on X 2025-07-23 14:48:54 UTC 2272 followers, XXX engagements