According to @garyblack00, the next major TSLA catalyst is the removal of safety monitors in robotaxis, signaling an imminent scale-up, with Elon Musk targeting Austin by year-end 2025; traders should watch for confirmation of safety monitor removal as a timing trigger, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, he currently holds no TSLA and maintains a neutral stance, staying on the sidelines due to what he views as stretched valuation that already discounts solving unsupervised autonomy alongside competitors such as GOOG, BIDU, PONY, WRD, and AMZN, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, despite extended valuation, TSLA is not a good short candidate and he does not short great companies, indicating a wait-for-catalyst approach rather than bearish positioning, source: @garyblack00 on X, Dec 19, 2025.

According to @garyblack00, unsupervised autonomy is becoming table stakes for automakers, with GOOG at about 450,000 completed unsupervised autonomous rides per week and BIDU at about 250,000 per week, positioning TSLA, GOOG, and BIDU as current leaders; source: @garyblack00 on X, Dec 11, 2025. He adds that RIVN, PONY, WRD, and AMZN are expected to launch unsupervised autonomous ride-hailing platforms in 2026, framing 2026 as a key competitive timeline; source: @garyblack00 on X, Dec 11, 2025. The post does not discuss cryptocurrency market impacts; source: @garyblack00 on X, Dec 11, 2025.

According to the source, the claim that Disney is targeting Google over AI copyright violations alongside a $1 billion OpenAI deal cannot be verified with primary sources provided in the prompt, and the referenced outlet cannot be cited under policy. For trading decisions, confirmation is required via official channels such as Walt Disney Company press releases or SEC filings, Alphabet Inc. investor relations or legal disclosures, and OpenAI’s official blog or corporate statements. Until primary confirmation is available, no actionable price catalysts, legal timelines, or revenue impacts can be established.

According to @caprioleio, GOOG is surging because Google now leads in AI after leapfrogging OpenAI, backed by world-class custom chip and quantum computing teams, with META reportedly wanting Google’s chips, positioning AI plus Quantum as a powerful execution barbell for Google, source: @caprioleio on X, Nov 25, 2025. For traders, this thesis highlights momentum continuation risk in GOOG and relative strength potential among AI mega-cap equities tied to custom silicon and quantum roadmaps, source: @caprioleio on X, Nov 25, 2025. Crypto market angle: traders can monitor whether Big Tech AI leadership narratives act as sentiment catalysts for AI-themed crypto assets, using this author-cited catalyst as a watch trigger, source: @caprioleio on X, Nov 25, 2025.

According to @StockMKTNewz, a wide group of U.S. stocks printed intraday 52-week highs today, including Google (GOOG), Apple (AAPL), Eli Lilly (LLY), Johnson & Johnson (JNJ), Zoom (ZM), General Motors (GM), Macy’s (M), Medtronic (MDT), Agilent (A), API Group (APG), Arrowhead (ARWR), Amentum (AMTM), AstraZeneca (AZN), Barrick Mining ($B as cited), and Cardinal… (source: @StockMKTNewz). The list spans technology, healthcare, consumer, industrials, and materials, indicating cross-sector participation in new-highs activity today; the source noted these were highs reached “at some point today,” without catalysts, price levels, or close confirmation (source: @StockMKTNewz). No cryptocurrency tickers or BTC/ETH market implications were cited by the source (source: @StockMKTNewz).

According to @garyblack00, NVDA is down 3.5% pre-market after reports that META is in talks to spend billions on Google’s new TPU AI chips for 2027 data center deployments (source: @garyblack00). According to @garyblack00, the potential agreement would establish TPUs as a viable alternative to Nvidia’s GPUs that currently power leading AI platforms from Meta to OpenAI, implying rising competitive pressure on NVDA’s AI compute dominance (source: @garyblack00). According to @garyblack00, GOOG is up 4.2% pre-market after announcing last month a deal to supply up to 1 million chips to Anthropic, underscoring longer-term headwinds to Nvidia’s market position as customers diversify AI hardware suppliers (source: @garyblack00).

According to @garyblack00, the next major TSLA catalyst is removing safety monitors from roughly 150 Robotaxis, a step he says would signal imminent scale-up with Elon Musk targeting Austin, Texas by year-end (source: @garyblack00). Community FSD tracking shows v14.x nearing ~4,000 miles per critical disengagement, about 10x v13.x across ~1,100 participants, highlighting improving reliability for trading models and risk assessment (source: teslafsdtracker.com; @garyblack00). He adds that other players including BIDU, PONY, WRD, and GOOG may reach unsupervised autonomy, and he states GOOG is already operating at that level in certain contexts, which could shape relative positioning trades across AV equities (source: @garyblack00). For traders, the concrete triggers to watch are confirmed removal of safety monitors in Austin and sustained v14.x reliability gains as tracked by the community dataset, which he frames as indicators of scale-up readiness (source: @garyblack00; teslafsdtracker.com). Crypto market impact: the source provides no direct crypto linkage (source: @garyblack00).