Ok... europeans not buying, chinese not buying, half mil americans took advantage of the credits this qtr, so what exactly is the market pricing in for $TSLA's next qtr?

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Well look at it this way. At the minimum google has made $10b a year from ai investments. 2b a qtr minimum from gemini/cloud/direct ai. If that ARR is maintained then the 200b of ai investment is around 5% of ARR growth a year. Not to bad tbh

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It's spy end of qtr rebalancing hour. Big money has to buy.

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Not the day to be short today. End of qtr buying

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Green Thumb did $83M of EBITDA last qtr... But point taken, many in the industry have struggled with cash flow in the past few years. Hence why rescheduling and 280E is so important and hence the retrace...

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Tomorrow is 1 of the 4 days I'm bolish on because of end of qtr rebalancing and big money buys usually EOD. So spy might be red tmrw but catch a bid at the end.

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