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X @Herbert Ong
Herbert Ong· 2026-03-08 15:53
🚨 Interior details of the redesigned production Tesla Semi revealedThe truck now features 10 cameras, an in-cabin driver attention monitoring camera, and redesigned side windows that allow the driver to reach outside more easily.Cupholders have been moved forward for better access, with a larger side storage area next to them and wireless phone chargers added. The cabin also includes two large 16-inch displays.$TSLA ...
X @Herbert Ong
Herbert Ong· 2026-03-08 15:38
Tesla Cybertruck is 3x more efficient than the average truck?Charging at home costs less than 1/3 of fueling a gas truck, and with solar, your driving can be basically free!Energy + transportation are merging into one system. $TSLA 🔥 https://t.co/aAnkBgzSrFCybertruck (@cybertruck):With more than 3x better efficiency than the average truck, charging your Cybertruck at home is on average less than 1/3 the cost of fueling a combustion engine truckWith solar, it becomes basically free ...
行业周报:两会释放积极信号,特斯拉V3发布前机器人板块迎来最好布局时机-20260308
KAIYUAN SECURITIES· 2026-03-08 14:12
2026 年 03 月 08 日 投资评级:看好(维持) 行业走势图 单击或点击此处输入文字。 数据来源:聚源 相关研究报告 《金刚石:AI 算力革命突破应用边界, 行业迎来价值重估—行业深度报告》 -2026.3.6 机械设备 投资建议 相关标的:(1)头部总成:受益标的:蓝思科技、星宇股份;(2)轴承:推荐五 洲新春,受益标的:万向钱潮;(3)结构件:受益标的:模塑科技、旭升集团、 蓝思科技、长盈精密;(4)关节总成:受益标的:拓普集团、三花智控;(5)灵 巧手:推荐震裕科技、五洲新春、骏鼎达,受益标的:浙江荣泰、日盈电子、恒 勃股份;(6)丝杠:推荐震裕科技、五洲新春,受益标的:恒立液压;(7)减速 器:推荐隆盛科技、绿的谐波、翔楼新材;(8)电机:受益标的:金力永磁、恒 帅股份;(9)电子皮肤及覆盖材料:受益标的:模塑科技、日盈电子、岱美股份; (10)检测和标准化:推荐标的:集智股份,受益标的:双元科技。 《人形机器人:春晚火爆出圈,看好 2026 全年行情—行业周报》-2026.2.23 《太空采矿开启新篇章—行业周报》 -2026.2.1 来最好布局时机 ——行业周报 孟鹏飞(分析师) 欧阳蕤( ...
YieldMax's TSLA Option Income ETF Has a 60%+ Yield And a Track Record That Should Terrify You
247Wallst· 2026-03-08 12:07
Core Viewpoint - YieldMax's TSLA Option Income ETF (TSLY) offers a high yield exceeding 60% but has a concerning track record due to its covered call strategy, which limits upside potential while exposing investors to full downside risks [1][2] Group 1: Fund Performance - TSLY paid out over $10.78 in distributions in 2024, with an annualized yield of 75.31% and a price gain of 51.4% since inception [1] - Tesla stock (TSLA) increased by 134.24% during the same period, highlighting the disparity in performance between TSLY and TSLA [1] - TSLY's share price rose from $21.10 to $31.95 since launch, while Tesla's price increased from approximately $169.91 to $397.99 [1] Group 2: Investment Strategy - TSLY employs a synthetic covered call strategy on Tesla stock, simulating ownership through options positions while selling call options to generate income [1] - The fund currently manages about $1.1 billion in assets and has a 1.04% expense ratio, with weekly distributions ranging from $0.296 to $0.3495 per share [1] Group 3: Risks and Limitations - The covered call structure limits upside potential when Tesla's stock price rises sharply, while exposing TSLY to full declines when Tesla's stock price falls [1] - TSLY's income is not stable, with distributions fluctuating significantly based on Tesla's implied volatility, which can lead to income risk for investors [1][2] - Investors relying on TSLY for fixed income may face equity volatility risk without the corresponding equity upside [2] Group 4: Monitoring Indicators - Key indicators for TSLY's performance include Tesla's implied volatility and price trends, with a sustained drawdown in Tesla's stock likely to pressure TSLY's net asset value (NAV) and distribution capacity [2] - Monitoring Tesla's quarterly delivery numbers is crucial as they serve as a leading indicator for stock performance and TSLY's options premiums [2] Group 5: Target Audience - TSLY is suitable for investors who already own Tesla and wish to generate income from its volatility, understanding the trade-off of capping upside potential [2] - Investors should be cautious about treating TSLY's yield as the sole benefit, as the high yield comes at the cost of limited appreciation in Tesla's stock [2]
Alibaba Group Holding Limited (BABA) Gets Added to Goldman Sachs’ APAC Conviction List
Insider Monkey· 2026-03-08 12:02
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Thermo Fisher Scientific Inc. (TMO) Launches New Color-Based Culture Media for Faster Detection of Candida Infections
Insider Monkey· 2026-03-08 11:59
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
JPMorgan Cuts PT on MercadoLibre, Inc. (MELI) to $2,650 From $2,800 – Here’s Why
Insider Monkey· 2026-03-08 11:56
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Arete Upgrades AppLovin Corporation (APP) to Neutral From Sell
Insider Monkey· 2026-03-08 11:54
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Arete Double Upgrades Palo Alto Networks, Inc. (PANW) to Buy From Sell – Here’s Why
Insider Monkey· 2026-03-08 11:47
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Barclays Lowers KKR & Co. Inc. (KKR) Target Amid Updated Sector Estimates
Insider Monkey· 2026-03-08 11:17
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...