$GOOGL / $TSLA / $BIDU: BofA released a detailed primer on the future of robotaxis following Tesla's Austin launch. If you're investing in any AV company, its a must read. I'll try to recap everything that stood out to me. A Thread 🧵.

RT @finflexity: @elonmusk @fightoracle @DillonLoomis22 Many here lack background on this topic. Here's my research from Sam's board ouster:….

The White House has tapped .@RealEJAntoni to lead the BLS. He's obviously smart and has been a vocal critic of data problems. Hopefully he can pass the senate and actually get the BLS to digitize their processes.

$RGTI: Rigetti (Quantum computing) reports earnings tomorrow, expecting a per share loss of 5 cents on $1.9M in revenue. Since its only $5B in market cap, there's of course a long run left -_-. Options expecting double digit swing. Drop a follow if it helps.

$ITNC: Intel has reportedly met with President Trump and Howard Lutnick and will be bringing some "suggestions" to the WH next week? I mean it could be related to trade, but I'm guessing home manufacturing.

If anyone has preview requests for some company, do let me know.

2/ Simply put, whilst $JOBY and $ACHR could be real businesses that succeed some day, they are not in that position today. They're overhyped plays in a risk-on environment (aided by the admin EO for the industry).

1/ Global TAM for Advanced Air Mobility is expected to be $30B by 2030. If we assume air-taxis become a thing by 2028 and can displace 2% of global rideshare (a ridiculous assumption), it would be a $2.5B market opportunity. Today $ACHR and $JOBY are together worth $20B.

$ACHR: Archer Aviation reports earnings this Monday with analysts expecting 25 cents lost per share and no revenue estimates. Related research in thread, drop a follow if it helps 👇

This is a list of all nuclear plays I identified last year, I will try to maybe do some deep dives into them later. If you're looking for plays in these industries, @pennycheck will be your best bet, not me.

Said in a different way, if $OKLO achieves what analysts at BNP expect in the next 15 years; the stock should only be down by 20% to match their target -_-

$OKLO forecasted financials by Cantor Fitzgerald (who by the way are very bullish). No FCF till 2034. I would probably shift the x axis a few years into the future. (On a separate note, if anyone wants the initiation report, just message me or comment).

BNP Paribas analysts note - "If achieved at scale and low cost, $OKLO's technology is nothing less than revolutionary. However, we are still a decade-plus away."

$OKLO: Reports earnings on Monday with an expected share per loss of 11 cents per share, with no revenue estimates 😆. Fun fact for investors, the only revenue estimate I could find was from Cantor's initiation report forecasting approx. a few million in revenue in 2029. I have

$TSLA: The Dojo project has been disbanded with key employees leaving and others being re-assigned. Going forward, Tesla will increase reliance on $NVDA & $AMD for compute. Reported by Bloomberg - @EdLudlow.

$LLY: Eli Lilly shares fell by 12% as the company released results from its obesity pill trials. Orforglipron users shed on average 11% of their weight, compared to $NOVO's Wegovy at 15%. Does it really matter, probably not. The pill is easier to manufacture, significantly.

$LLY: Eli Lilly reports earnings today, with Wall Street expecting $5.57 EPS and $14.7B in revenue. In Q1, Mounjaro generated nearly $4B in revenue, up over 100% year-over-year, while Zepbound contributed $2.3B, nearly quadrupling from $517M last year. Together, these drugs

$LYFT: Reported EPS of $0.1 (beating estimates) and revenue of $1.59B missing expectations. However, guidance for Q3 was meaningfully lifted to the $4.7B range.

$IONQ: IonQ reports earnings tomorrow, with an expected per share loss of 27 cents with $17M in revenue. I think no one, should be investing in these shit-hole quantum stocks. I'd either wait before getting in to quantum or invest in names like $GOOGL or $IBM. Drop a follow

$MCD: Reports earnings tomorrow, analysts are expecting $3.15 in EPS and $6.7B in revenue. McDonalds had previously noted that traffic from middle income households was down, so I would keep an eye out for better profit expansion. If you like these previews, consider dropping

$DIS: Disney reports earnings on Wednesday morning, analysts project revenue of $23.7B and EPS of $1.48. Disney topped estimates last quarter with positive streaming growth and expects another bump for Q3. Disney also announced plans to build a new theme park in Abu Dhabi.