BREAKING: US oil prices extend gains above $100/barrel as geopolitical tensions in the Middle East continue to escalate. Oil prices are now up another +17% from their October 6th low.
BREAKING: US oil prices extend gains above $100/barrel as geopolitical tensions in the Middle East continue to escalate. Oil prices are now up another +17% from their October 6th low.
$SOFI The CEO bought ~$2.5M worth of shares on 5 different occasions this year at: $17.88 $17.32 $15.73 $16.00 $18.06 SOFI current share price = $14.30 The one time Tail the Whale ™️ has not worked... (yet)
$SOFI The CEO bought ~$2.5M worth of shares on 5 different occasions this year at: $17.88 $17.32 $15.73 $16.00 $18.06 SOFI current share price = $14.30 The one time Tail the Whale ™️ has not worked... (yet)
ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case. ARK's 2031 Tesla base case: $4,400/share • ~1M Optimus robots sold externally, generating ~$212B in revenue • Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model) • ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue • Total revenue of ~$1.45T and EBITDA of ~$902B • Market cap of ~$17.5T • Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively ARK's 2031 Tesla bull case: $5,000/share • EV revenue (excluding credits): $355B • Robotaxis: 10M vehicles and $899B in ride-hail revenue • Energy storage: 2,693 GWh deployed and $193B
ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case. ARK's 2031 Tesla base case: $4,400/share • ~1M Optimus robots sold externally, generating ~$212B in revenue • Robotaxi is ~80% of Tesla's enterprise value (down from ~90% in ARK's 2029 model) • ~8.1M robotaxis deployed, with ~$753B in ride-hail revenue • Total revenue of ~$1.45T and EBITDA of ~$902B • Market cap of ~$17.5T • Tesla's AI infrastructure spend grows from ~$7B to $225B cumulatively ARK's 2031 Tesla bull case: $5,000/share • EV revenue (excluding credits): $355B • Robotaxis: 10M vehicles and $899B in ride-hail revenue • Energy storage: 2,693 GWh deployed and $193B
$TSLA - TESLA–SPACEX MERGER ODDS SURGE TO 67% Tesla’s latest SEC filing fuels merger speculation, revealing SpaceX board ties and change-of-control provisions. Kalshi now prices a 67% chance of a merger before February 2027, up from roughly 30% earlier this month.
$TSLA - TESLA–SPACEX MERGER ODDS SURGE TO 67% Tesla’s latest SEC filing fuels merger speculation, revealing SpaceX board ties and change-of-control provisions. Kalshi now prices a 67% chance of a merger before February 2027, up from roughly 30% earlier this month.
MORGAN STANLEY SAYS U.S. STOCK SELLOFF MAY BE NEARING ITS END Morgan Stanley strategist Michael Wilson says investors should prepare to buy the dip as the three-month equity correction approaches its final stages. 🔸 Quality stocks: +6% since mid-August 🔸 Equal-weight S&P 500: Nearly -4% 🔸 Cyclical stocks: Nearly -10% Historically, quality stocks have outperformed by 7.5% over the following year under similar conditions. The key takeaway: Wilson expects the correction to create buying opportunities rather than signal the end of the economic cycle.
MORGAN STANLEY SAYS U.S. STOCK SELLOFF MAY BE NEARING ITS END Morgan Stanley strategist Michael Wilson says investors should prepare to buy the dip as the three-month equity correction approaches its final stages. 🔸 Quality stocks: +6% since mid-August 🔸 Equal-weight S&P 500: Nearly -4% 🔸 Cyclical stocks: Nearly -10% Historically, quality stocks have outperformed by 7.5% over the following year under similar conditions. The key takeaway: Wilson expects the correction to create buying opportunities rather than signal the end of the economic cycle.