Tesla CA

Very strong earnings report from $TMDX Q4 revs of $160.8M, up +32% YoY Q4 eps of $0.63 (basic), up +231% YoY Q4 eps of $0.53 (diluted), up +179% YoY 2025 revs of $605.5M, up +37% YoY 2025 net income of $107.5M, up +203% YoY $TMDX gave CY2026 revenue guidance of $727-757M which implies 20-25% YoY growth or 22.5% at the midpoint. Keep in mind, 12 months ago when $TMDX gave their initial CY2025 guidance they started at 22.5% (midpoint) yet they ended up doing 37%. I don't know if $TMDX can do 37% revenue growth again in CY2026 but I'm very confident they'll do at least 30-35%. Anyone that's followed this company the past few years would understand this because Waleed always sandbags guidance. If he's starting at 20-25% then it means $TMDX can get to 30-35%. Assuming $TMDX does 32.5% revenue growth this year, it would put CY2026 revenues at $802.3M which means $TMDX is currently trading at 5.7x NTM revs and 22x NTM ebitda. $TMDX is 30-40% undervalued when you consider their fundamentals, margin expansion, international growth opportunities (Europe & Asia-Pacific), their NOP network and their IP portfolio for OCS including nextgen OCS 2.0 machines (currently in trials). NFA. DYOR. *I own $TMDX personally and so does @FirstWaveFund

US, EU, JAPAN TO BOOST CRITICAL MINERALS SUPPLY The U.S., EU, and Japan will sign a memorandum of understanding within 30 days to strengthen critical minerals supply chains. The partnership will support mining, recycling, processing, and refining projects, and explore coordinated trade policies, price floors, subsidies, and offtake agreements. Action plans may expand into a broader plurilateral trade initiative.

🇺🇸Senators Push $70bn Boost for Minerals Projects, Trump Supports US Senators will introduce legislation Wednesday to reauthorize the US Export‑Import Bank for ten years and add $70bn to support energy and minerals projects. Republican Kevin Cramer and Democrat Mark Warner said President Donald Trump fully backs Ex‑Im and values its role. Cramer wants the lending cap raised from $135bn to $205bn. The move aims to boost financing for strategic sectors as the administration seeks to reduce reliance on China for critical minerals. Funding expires at year‑end without reauthorization. mktnews.com/flashDetail.html…

🚨 @VP invites allies to form a critical minerals trading bloc: "For those of you who join, we offer you a necessary foundation for private financing, and secure access to the critical mineral supplies your nation would require in an emergency or some other contingency."

Trump: We are going to have so much rare earth. It's actually not that rare. There’s a lot of rare earth. There’s a lot of earth.