🚨 Morgan Stanley on $TSLA: $415 PT, $845 bull case @thejefflutz says the key point is Tesla getting close to 10B FSD miles, a big step for proving self-driving. Tesla is shifting from cars to software and AI, which could bring higher margins. The real advantage is data, and Tesla is obviously far ahead!

🚨 Morgan Stanley on $TSLA: $415 PT, $845 bull case @thejefflutz says the key point is Tesla getting close to 10B FSD miles, a big step for proving self-driving. Tesla is shifting from cars to software and AI, which could bring higher margins. The real advantage is data, and Tesla is obviously far ahead!

GOOD NEWS 🇯🇵 Orders for Model Y L in Japan have started flooding in 

GOOD NEWS 🇯🇵 Orders for Model Y L in Japan have started flooding in 

We are witnessing a historic short squeeze right now. The S&P 500 has now added nearly +$6 TRILLION in market cap since March 30th. In just 5 trading days, hedge fund short exposure to US ETFs has gone from the highest since May 2025 to lower than 97% of cases over the last 5 years. Meanwhile, the capital that was sidelined amid the Iran War is quickly rotating back into AI stocks. The reality is that AI names have only gotten bigger amid the volatility of the Iran War. Stocks like Nvidia and Apple were nearly half as cheap as Costco and Walmart on a Forward P/E basis after the recent correction. All while 4% inflation is back and investors are searching for any source of yield as a hedge. Record highs are on the horizon.

We are witnessing a historic short squeeze right now. The S&P 500 has now added nearly +$6 TRILLION in market cap since March 30th. In just 5 trading days, hedge fund short exposure to US ETFs has gone from the highest since May 2025 to lower than 97% of cases over the last 5 years. Meanwhile, the capital that was sidelined amid the Iran War is quickly rotating back into AI stocks. The reality is that AI names have only gotten bigger amid the volatility of the Iran War. Stocks like Nvidia and Apple were nearly half as cheap as Costco and Walmart on a Forward P/E basis after the recent correction. All while 4% inflation is back and investors are searching for any source of yield as a hedge. Record highs are on the horizon.

🚨 BREAKING JAPAN'S RATE HIKE TO 1.00% IN JUNE IS NOW CONFIRMED, THE FIRST TIME IN 31 YEARS! PREDICTION MARKETS ARE PRICING IN A 90% CHANCE. HISTORICALLY, EVERY RATE HIKE IN JAPAN HAS BEEN FOLLOWED BY A 20%+ DUMP IN $BTC. THIS WOULD BE REALLY BAD FOR MARKETS...

BREAKING: The UK just sold 10Y Government Bonds at the highest yield since the 2008 Financial Crisis, at 4.9158%. The 2036 gilt syndication raised a record £15 billion and attracted £148 billion of investor orders. Keep watching the bond market.

BREAKING: The UK just sold 10Y Government Bonds at the highest yield since the 2008 Financial Crisis, at 4.9158%. The 2036 gilt syndication raised a record £15 billion and attracted £148 billion of investor orders. Keep watching the bond market.

$TSLA tapped its 20 day moving average today (simple). Last time that happened we caught 40 points down in 3 days.

$TSLA tapped its 20 day moving average today (simple). Last time that happened we caught 40 points down in 3 days.

Absolutely incredible: The S&P 500 is now officially UP on the year and just ~1% away from hitting a new record high. Since March 30th, the S&P 500 has now added +$5.5 TRILLION in market cap. That's +$550 billion per trading day for 10-straight trading days. The reality is that inflation is rising toward 4%, the AI Revolution is only accelerating, and trillions of Dollars of sidelined capital are eager to enter the market. This truly is one of the most resilient markets in history. Own assets or be left behind.

Absolutely incredible: The S&P 500 is now officially UP on the year and just ~1% away from hitting a new record high. Since March 30th, the S&P 500 has now added +$5.5 TRILLION in market cap. That's +$550 billion per trading day for 10-straight trading days. The reality is that inflation is rising toward 4%, the AI Revolution is only accelerating, and trillions of Dollars of sidelined capital are eager to enter the market. This truly is one of the most resilient markets in history. Own assets or be left behind.

Absolutely incredible: The S&P 500 is now officially UP on the year and just ~1% away from hitting a new record high. Since March 30th, the S&P 500 has now added +$5.5 TRILLION in market cap. That's +$550 billion per trading day for 10-straight trading days. The reality is that inflation is rising toward 4%, the AI Revolution is only accelerating, and trillions of Dollars of sidelined capital are eager to enter the market. This truly is one of the most resilient markets in history. Own assets or be left behind.

$SPY 1% away from ATH’s. In less than two weeks the narrative went from bear market to ATH’s. Do we now have to chase the ATH breakout now is the question…

$SPY 1% away from ATH’s. In less than two weeks the narrative went from bear market to ATH’s. Do we now have to chase the ATH breakout now is the question…

JUST IN 🚨: Stock Market says Goodbye to Fear for the first time in more than 2 months 📈🥳🤑🫂

In just the last 10 days, the $QQQ is up 12.2%. I mean most ppl would be happy with 12.2% returns over the span of two years. You got it in 10 trading days… Unbelievable.

BREAKING: US oil prices extend losses to nearly -6% on the day and drop below $94/barrel. Oil prices are now down -11% since the US Military's "blockade" of the Strait of Hormuz began 24 hours ago.