

Not a popular take, but: $TSLA is in a bear trap. Consensus is Buy, avg target $424 📈us is Buy, avg target $424 📈 Burry shorted it earlier this year citing ~390x P/E vs 18.5x sector avg 🤔 Post-Cybercab selloff, "rebounded" 4%... on weak volume Real test: $384 resistance. Fail there = trap confirmed. Break clean above with volume = I'm wrong. $TSLA

Scott Bessent: “If they were to pull ahead of us on AI, then nothing else matters.” That isn’t just a warning about China, it’s the political case for Washington taking a larger ownership stake in America’s AI buildout. The AI race is becoming national strategy, industrial policy, and an investment thesis all at once. https://t.co/vbbkkJJRre

Goldman says Tesla Cybercab could undercut Waymo by 30 cents a mile. Goldman’s math is that a Cybercab built at roughly $20,000–$30,000 could have a $0.05–$0.30 per-mile cost advantage versus autonomous vehicles costing around $50,000–$100,000. In other words, much of the claimed edge comes from dramatically lower upfront vehicle capital cost, assuming Tesla can manufacture at high volume and operate the cars enough paid miles to spread that cost across the fleet

INTC Stock Jumps As Intel Takes Early Lead In ASML's Next-Gen Chipmaking Technology – Samsung, TSMC Are Next Intel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years. Closing in on 108 , live trade call will close at 108. 20% in a week with defined risk and asymmetric returns.
