Until FSD is 99.99% intervention-free and $TSLA assumes liability for injury or damage, investors will add little or no incremental value to TSLA for “supervised FSD.” Most of us already assume in our earnings forecast and valuation a 10-15% TSLA FSD take rate on current and past delivs: At $99/month adds about $.11/share (~7-8%) to TSLA earnings (past NA owners without FSD 2.0M on 30-day free trials plus current 0.8M NA delivs, both x 15% x $99/month x 12 months x (1 -20% TxRt) / 3.5B shares = $.11/share. While the following statement should be obvious, I’m taking no chances: If $TSLA cuts the FSD price in half and gets double the take rate, there’s no incremental EPS impact (although more data could lead to greater FSD efficacy which could accelerate Robotaxi progress)

BIDEN ALLEGEDLY CONCERNED ISRAEL TRYING TO PULL US DEEPER INTO CONFLICT United States President Joe Biden showed concerns in private that Israeli Prime Minister Benjamin Netanyahu is trying to push Washington deeper into a bigger conflict, NBC News reported citing three sources. According to the sources, the US officials already privately expressed displeasure with Israel's strike on the Iranian embassy in Damascus. Furthermore, following the most recent events, the US now worries that Israel could potentially act quickly to respond to Iran's actions without thinking it through. With regional war hanging , investor will wonder if US gonna be involved. Gonna create more uncertainty!$S&P 500(.SPX)$  

Reduce China production and 2 weeks closing during CNY will damper the production supply. We are looking at well below WS expectation. Get ready for the big dip 130-150$Tesla Motors(TSLA)$  

Lets get to 200 first

❖ U.S PPI (MOM) (FEB) ACTUAL: 0.6% VS 0.3% PREVIOUS; EST 0.3% ❖ U.S PPI (YOY) (FEB) ACTUAL: 1.6% VS 0.9% PREVIOUS; EST 1.1% ❖ U.S INITIAL JOBLESS CLAIMS ACTUAL: 209K VS 217K PREVIOUS; EST 218K ❖ U.S CONTINUING JOBLESS CLAIMS ACTUAL: 1811K VS 1906K PREVIOUS; EST 1900K GET READY FOR A RED RED DAY$S&P 500(.SPX)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $NVIDIA Corp(NVDA)$ $NVIDIA Corp(NVDA)$  

BREAKING: Peter Thiel has sold 7,044,756 shares of $PLTR Palantir in the $24.7-25.5 range.$Palantir Technologies Inc.(PLTR)$  $S&P 500(.SPX)$  

Current market mentality: 1. Nvidia Stock is UP: S&P 500 goes to new all time high 2. Nvidia Stock is FLAT: S&P 500 goes to new all time high 3. Nvidia Stock is DOWN: S&P 500 falls just 30 points Yesterday, Nvidia marked its largest percentage drop since May 31st, 2023. It also marked the single largest loss of market cap in day for $NVDA, at $128 billion. Yet, the S&P 500 fell just 30 points after a 27% run in 4 months. Since Nvidia, $NVDA, bottomed on October 27th, the S&P 500 is up exactly 1,000 points. Is this the most resilient market of all time$S&P 500(.SPX)$ $NVIDIA Corp(NVDA)$  

Here is a graph I've found which is very telling if we believe in historical economic movement. Every 15-20 years technically we are facing a recession how bad it will be it's everyone's guess 

$NVIDIA Corp(NVDA)$  Last night we saw Nvidia -7.9% and after hour -3% might see the start of market correction as$Apple(AAPL)$  been dipping all week as 3.9% unemployment job data was a classic pump and dump. Market might finally take it bad news as bad news. Higher unemployment equal less spending in inflation a catalyst of recession. Lastly the housing and bank credit issue would be the last straw for the beginning of bear market. But it's election year as usual highly volatile and unpredictability. 

Amazon $AMZN CEO Andy Jassy recently filed for his sale of 50,000 shares of Amazon at $180 per share for a total value of $9 Million The sale was part of a preplanned 10b5-1 trading plan, Jassy still owns more than 11 Million shares of $AMZN ANOTHER CEO SELLING AT THE TOP$Amazon.com(AMZN)$ $S&P 500(.SPX)$  

Amazon $AMZN CEO Andy Jassy recently filed for his sale of 50,000 shares of Amazon at $180 per share for a total value of $9 Million The sale was part of a preplanned 10b5-1 trading plan, Jassy still owns more than 11 Million shares of $AMZ$Amazon.com(AMZN)$ $S&P 500(.SPX)$  

$AAPL life support. $TSLA in stage 4. $MSFT has triple top. $SNOW melted. $GOOGL breaking 200SMA. $ADBE breaking 200SMA. Imaging $SPY decides to pullback..

❖ February Job Cuts Announced by U.S.-Based Employers Up 3% Vs January -- Challenger Gray ❖ U.S.-Based Employers Announced 84,638 Job Cuts in February, Up 9% Vs Year-Ago -- Challenger Gray ❖ Technology Sector Leads All Industries This Year With 28,218 Cuts, 12,412 of Which Occurred in February -- Challenger Gray

❖ U.S CHALLENGER JOB CUTS (FEB) ACTUAL: 84.638K VS 82.307K PREVIOUS ❖ U.S CHALLENGER JOB CUTS (YOY) ACTUAL: 8.8% VS -20.0% PREVIOUS