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TXN posted 19% revenue growth — its highest in four years — led by data center revenue surging 90% YoY, while pricing held flat against management's expectation of a decline, signaling demand is running ahead of even industry insider forecasts.

GE Vernova's Q1 free cash flow already exceeded all of 2025, with $12B in new unearned revenue and a ~$200B total backlog across gas turbines, nuclear, wind, and grid equipment for a $300B company — effectively filling capacity through 2030.

Tesla is committing ~$3B to an in-house semiconductor fab designed to run full chip design-to-test cycles under one roof, targeting one terawatt of annual compute output — with stated ambitions to eventually scale 50x the entire semiconductor industry.

Model 3 and Model Y production rose 14% year-over-year in Q1 despite the expiration of federal tax credits, and lower-cost versions of both models are in development.

Despite nearing a cyclical earnings peak — with analysts projecting flat-to-declining EPS industry-wide through 2028 — Progressive's 15-year tech leadership, market share gains from #3 toward #1 in U.S. auto insurance, and a 40% industry growth outlook through 2030 make it compelling.

Tesla is converting Fremont to its first large-scale Optimus factory (1M robots/year) in Q2, while Gigafactory Texas is being prepared as a second-generation facility designed for 10 million robots per year — making robotics manufacturing a core business pillar.