GOOD NEWS 🇭🇰 Tesla absolutely dominated Hong Kong’s passenger BEV market in November 2025, delivering 1,146 vehicles and claiming the crown as the best-selling battery electric brand with a massive 59.39% lead over runner-up BYD 🏆 The Model Y RWD crushed the competition as the single best-selling model of the month with 622 units delivered 🥇 The streets are officially Tesla territory 🆒

GOOD NEWS 🚨 Amundi increased its $TSLA stake by 20.4% in Q2, according to its latest 13F filing 🔥 The firm added 3,422,270 shares, bringing its holdings to 20,194,152 shares—approximately 0.63% of Tesla, valued at $6,374,284,000 🔥 Tesla now accounts for 2.2% of Amundi’s portfolio and stands as its 5th-largest position 🔥

GOOD NEWS 🚨 Amundi increased its $TSLA stake by 20.4% in Q2, according to its latest 13F filing 🔥 The firm added 3,422,270 shares, bringing its holdings to 20,194,152 shares—approximately 0.63% of Tesla, valued at $6,374,284,000 🔥 Tesla now accounts for 2.2% of Amundi’s portfolio and stands as its 5th-largest position 🔥

$TSLA closed above $450 at session highs exactly on the 78.6% fib at $454.53 CVD came in positive. Would have preferred to see higher volume, but we’ll take the close above $450. Core PCE numbers are due tomorrow morning. Tomorrow is also 30 days since Musk’s 2025 Compensation Package was approved, so if Musk plans to sell shares to cover taxes, we could see a company filing disclosing the sale. These 2 factors will be the test for a weekly close above $450. If Core PCE doesn’t surprise to the upside and Musk doesn’t surprise with sales to cover taxes, I think TSLA should hold $450 for the week.

$SOFI continues to position itself for a euphoric run above $50+ just like $PLTR & $HOOD had done… Today $SOFI announced a $1.5B public offering which has caused share prices to dip. This is most likely the last dip you’ll be able to buy sub $30 on $SOFI. $40+ incoming soon…

$SOFI continues to position itself for a euphoric run above $50+ just like $PLTR & $HOOD had done… Today $SOFI announced a $1.5B public offering which has caused share prices to dip. This is most likely the last dip you’ll be able to buy sub $30 on $SOFI. $40+ incoming soon…

$SOFI This is the dip you want to buy before the S&P 500 inclusion. When $PLTR and $HOOD got included, both went on a crazy run afterwards. HODL

🚨 BREAKING FED WILL OFFICIALLY RELEASE THE BALANCE SHEET AT 4:30 PM ET TODAY. IF BALANCE > $6.6T → 50 BPS RATE CUT IF BALANCE = $6.5T–$6.6T → 25 BPS RATE CUT IF BALANCE < $6.5T → NO RATE CUT IN DECEMBER ALL EYES ON THE FED TODAY 👀

We now have: 1. The biggest technological boom since the internet 2. Ongoing Fed interest rate cuts into the AI boom 3. Trump's impending new Fed Chair announcement 4. $700B+ in annual technology CapEx 5. The end of Quantitative Tightening (QT) 6. Widespread deregulation initiatives by SEC 7. The most market-conscious US President ever 8. $2+ trillion in annual deficit spending 9. 13% YoY earnings growth in the S&P 500 10. The return of global fiscal stimulus What's the bear case here?

We now have: 1. The biggest technological boom since the internet 2. Ongoing Fed interest rate cuts into the AI boom 3. Trump's impending new Fed Chair announcement 4. $700B+ in annual technology CapEx 5. The end of Quantitative Tightening (QT) 6. Widespread deregulation initiatives by SEC 7. The most market-conscious US President ever 8. $2+ trillion in annual deficit spending 9. 13% YoY earnings growth in the S&P 500 10. The return of global fiscal stimulus What's the bear case here?

$SOFI 🚨BREAKING NEWS🚨 JP MORGAN CHASE Has increased Sofi price target from $28 to $31

$SOFI 🚨BREAKING NEWS🚨 JP MORGAN CHASE Has increased Sofi price target from $28 to $31

$TSLA just tore through the upper boundary of its high-volume congestion zone. The price action confirms what the structure has hinted at for weeks. The market is treating the November low as the base of wave v. Momentum, breadth, and positioning all support a continuation higher once this leg completes its first pause. Any pullback from here is more likely part of the uptrend than the start of a reversal. This is a bullish market. I am treating weakness as an accumulation.

🚨 Melius Research’s Rob Wertheimer raises $TSLA target to $525, up from $520 He’s bullish due to Tesla’s growing lead in autonomous driving, leaving traditional automakers far behind with little chance to catch up.

BREAKING: MELIUS RESEARCH RAISES $TSLA PRICE TARGET TO $525 👀 They’re bullish on robotaxis !

To compete with Tesla on humanoid robots, you have to list the companies that have a (even remote) chance to 1. Keep up with R&D, aka have similar budgets (>$1B per year) 2. Have similar marketing and sales power (1 tweet = 220M followers) 3. Have direct line to US, Chinese and European heads of state and can influence national security policy 4. Have leverage over vast global supply chains 5. Have access and control over a leading frontier AI model 6. Can pull the world's best engineering and AI talent easily 7. Are sufficiently advanced in humanoids as of today 8. Have a proven track record in rapidly inventing and implementing earth-scale economies and business models That narrows the actual competitors down quite a bit.

To compete with Tesla on humanoid robots, you have to list the companies that have a (even remote) chance to 1. Keep up with R&D, aka have similar budgets (>$1B per year) 2. Have similar marketing and sales power (1 tweet = 220M followers) 3. Have direct line to US, Chinese and European heads of state and can influence national security policy 4. Have leverage over vast global supply chains 5. Have access and control over a leading frontier AI model 6. Can pull the world's best engineering and AI talent easily 7. Are sufficiently advanced in humanoids as of today 8. Have a proven track record in rapidly inventing and implementing earth-scale economies and business models That narrows the actual competitors down quite a bit.

GOOD NEWS 🇨🇳 Dongchedi conducted a major comparative review of high-end SUVs in China, pitting the Onvo L90, Li Auto i8, AITO M7, Lynk & Co 900, and Tesla Model YL against each other in the 300,000 RMB segment ⚔️ The Model YL secured the top spot in both urban and high-speed range challenges 🥇 🏙️ Real-world urban range test 🧩 Conditions: 16°C test temperature, 36 km/h average speed) 🛞 Result: Model YL decisively won the urban test with an impressive energy consumption of just 12.9 kWh/100km. Remarkably, its actual driving distance surpassed its estimated range. 🛣️ High-speed range test 🧩 Conditions: 12°C test temperature, 57 km/h average speed 🛞 Result: Model YL continued its winning streak, demonstrating superb efficiency at 13.4 kWh/100km.

🚨 BREAKING: #Tesla Robotaxi fleet >150 vehicles. +10 added in one day. Mass rollout getting closer!

🚨 BREAKING: #Tesla Robotaxi fleet >150 vehicles. +10 added in one day. Mass rollout getting closer!