Evidence

I think we are seeing an end to this EV winter... this is advantage Tesla, not just for calendar 26, but kind of that 10 to 15% growth probably for 27 and 28 from my perspective... this is a a strong indication that Tesla's brand is holding up.

— Deepwater Asset Management

when you put all that together, that's why we have the stock up 14%... they said tight beyond 2027... the fact that they are adding this many SCAs is an indication that the customers are seeing the demand... this is a positive for just a whole broader AI infrastructure ecosystem

— Deepwater Asset Management, at 0:01

If Apple's successful at maintaining the culture that they've had over the largest the large part of the last 50 years, they're going to be continue to be wildly successful over the next 50.

— Deepwater Asset Management

continues to de-risk the commentary around the June quarter... no need to lose sleep over margins. I think Cook's got his handle on this

— Deepwater Asset Management

I continue to believe that this is going to be the top performing MAG7 of this Mag7 stock this year and would expect that uh you know who knows what the market does tomorrow around software but would expect that shares will be rewarded for what is just really impressive growth an

— Deepwater Asset Management

FSD is making progress and that kind of feeds the whole business.

— Deepwater Asset Management, at 0:00

they guided up for the March results to be 7% higher than where the street was at. That means that if they hit the high end of their range, which they probably will for March, revenue will grow 40%... shares of TSM were up 7% seems reasonable.

— Deepwater Asset Management

I think that it's reasonable to expect that the AI infrastructure side of 2026 will finish materially higher than what expectations are currently... Still believe we have two to four years of strong growth left on the infrastructure side and the markets to respond appropriately t

— Deepwater Asset Management