Exactly, plus its a good exercise to test how you evaluate deals, maybe help think differently. I love Tesla and the risk vs reward with all the future tech and growth available, but you can't ignore how solid Ford is and getting paid along the way.

I think Intel is fading, Tesla is losing some momentum in the short term.

Great Question, I'd say top 3 are : Microsoft, NVDA, META. MSFT : The strongest fundamental profile due to diverse revenue streams (Azure, Office 365, Gaming) and massive free cash flow. Its deep integration of AI across software and cloud provides a more stable moat than hardware-only plays. NVDA : Remains the "AI king" with industry-leading margins and a dominant position in data center GPUs. While high expectations create volatility, its balance sheet and earnings growth remain historically robust META : Exceptionally high margins and a powerful "quality software" profile. Meta’s massive user base and efficiency in monetizing AI-driven advertising make it a premier cash-flow generator. Best P/E for big tech, META: Lowest valuation among mega-caps; strong cash flow

Big question, all of these names have different things that will trigger bigger moves. For Tesla is results in FSD and its tech and upcoming earnings, for NFLX is good optics and increased subs and members, Sofi may get added to thge s&p500, Meta made a big $15 ish move since I posted the article, the main point was to bring awareness to what's buzzing and why.

I think they need to perform in a few landscapes, so first positive news in those spaces. FSD, ROBOTAXI, ROBOTS, etc. Next I think the battery business needs to increase market share, more places to adobt FSD and more memberships and usage though tesla's network. So breaking it down into a single catalyst, would be performance. Results. the hype is built in to the price, more hype, more ideas, more possibility, more moves, but it will deflate as long as it cannot be filled with results, a solid substance to replace the air if you catch my comparison. 2026 we need to see Tesla's ecosystem being used by more people, companies, etc. Apple, was a very different company before the i-stuff, once people starting using thier tech regulalry and getting used to it, and it being able to facilitate other things that use it to get to its consumers, it was locked in on a perma mag7 basis. Tesla has the potential to do the same thing, but they need to be on point with expanding thier market share and tech integration. I have no doubt elon will have more ideas that will fill the balloon up with more hot air and more potential, but with each fill, performance of product and integration needs to be there growing or it will deflate in my opinion.

LOL! Hysterical. I'll get some new content up here soon, very funny.

Great question and there are too many variables for me now to determine that, but I hear ya. Last time this year tesla rose to its all time high them slowly came back down to half that number. I don't forsee that happening again with all the new developments and positioning but I could def see a big run and then a scaleback. I'm looking for it to hold above these levels and if it does perhaps within a few weeks climb to all time highs, then with FOMC and other things over the next 2 weeks I can prob have a better read, but great question.

Great question, no is the short answer, allthough I'm currently highly invested in it. I take breaks with tesla every few months due to its volatility and dips, allthough I believe its stabalizing. But if I had to put evetything all in now in one name, tesla would not be the name. I'd prefer for stability and growth more of am amazon or google.

LOL, you know that's AI right?

What a great overall debate everyone, I truly appreciate discussing all the angles with you all.