To The Moon

MORGAN STANLEY RAISES $TSLA “BULL CASE” PRICE TARGET TO $840 👀 They’re bullish on robotaxis and semi truck

MORGAN STANLEY RAISES $TSLA “BULL CASE” PRICE TARGET TO $840 👀 They’re bullish on robotaxis and semi truck !

Tesla in 2026 is moving at an insane pace Roadster, Cybercab, Robotaxi, Optimus, Semi, FSD, Energy, Terafab Just look at what has happened across the company this year: • Next-gen Roadster — unveiling officially set for October 1 • Model Y L — expanded from China to the U.S. with six seats and a longer wheelbase • Cybercab — production started at Giga Texas and it has now entered Robotaxi service with no steering wheel or pedals • Robotaxi — crossed 1 MILLION unsupervised miles as Tesla continues expanding the network • FSD V15 — complete overhaul of the software architecture targeted for late 2026 / early 2027 • Optimus — first production lines are being installed at Fremont while the V3 reveal is still ahead • Tesla Semi — production ramp starting this year, with European deliveries begi

Tesla in 2026 is moving at an insane pace Roadster, Cybercab, Robotaxi, Optimus, Semi, FSD, Energy, Terafab Just look at what has happened across the company this year: • Next-gen Roadster — unveiling officially set for October 1 • Model Y L — expanded from China to the U.S. with six seats and a longer wheelbase • Cybercab — production started at Giga Texas and it has now entered Robotaxi service with no steering wheel or pedals • Robotaxi — crossed 1 MILLION unsupervised miles as Tesla continues expanding the network • FSD V15 — complete overhaul of the software architecture targeted for late 2026 / early 2027 • Optimus — first production lines are being installed at Fremont while the V3 reveal is still ahead • Tesla Semi — production ramp starting this year, with European deliveries begi

$HOOD One week later, and the Robinhood Chain is no longer seeing that extreme spike. Revenue has fallen under that $1m amount, but: 1⃣ Weekends generally carry lighter volume and 2⃣ It'll take time to consistently generate $1m per day. That said, the chain has generated ~$46m in fees. As a reminder, it's a 50/50 split until $50m, which should land next week. From $50m - $150m, the split is 70/30, until hitting 85/15 in excess of $150m. As we're at the end of crypto winter, it's likely that most of next year falls into that 85% split

$HOOD One week later, and the Robinhood Chain is no longer seeing that extreme spike. Revenue has fallen under that $1m amount, but: 1⃣ Weekends generally carry lighter volume and 2⃣ It'll take time to consistently generate $1m per day. That said, the chain has generated ~$46m in fees. As a reminder, it's a 50/50 split until $50m, which should land next week. From $50m - $150m, the split is 70/30, until hitting 85/15 in excess of $150m. As we're at the end of crypto winter, it's likely that most of next year falls into that 85% split

🇺🇸 CPI ESTIMATES FOR TOMORROW MOODY'S 3.2% NOMURA 3.3% KALSHI 3.3% BANK OF AMERICA 3.4% BARCLAYS 3.4% CITADEL 3.4% DEUTSCHE 3.4% GOLDMAN 3.4% JP MORGAN 3.4% MORGAN STANLEY 3.4% TD 3.4% UBS 3.4% VANGUARD 3.4% WELLS FARGO 3.4% MEDIAN 3.4%

🇺🇸 CPI ESTIMATES FOR TOMORROW MOODY'S 3.2% NOMURA 3.3% KALSHI 3.3% BANK OF AMERICA 3.4% BARCLAYS 3.4% CITADEL 3.4% DEUTSCHE 3.4% GOLDMAN 3.4% JP MORGAN 3.4% MORGAN STANLEY 3.4% TD 3.4% UBS 3.4% VANGUARD 3.4% WELLS FARGO 3.4% MEDIAN 3.4%

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Nvidia $NVDA and Palantir $PLTR expanded their AI partnership, building a new stack that combines Palantir’s sovereign AI platform with Nvidia’s custom Nemotron open models. The technology is being deployed first across Nvidia’s own supply chain, using AI to capture operational intelligence and accelerate the process from “wafer to first token.” Other companies will be able to deploy the same architecture across their own supply chains, either in the cloud or on-prem. The partnership, first announced in October 2025, has continued compounding into new verticals, use cases, and sovereign AI deployments built around one core idea: enterprises and governments want to own, control, and make sense of their own data. Pal

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Nvidia $NVDA and Palantir $PLTR expanded their AI partnership, building a new stack that combines Palantir’s sovereign AI platform with Nvidia’s custom Nemotron open models. The technology is being deployed first across Nvidia’s own supply chain, using AI to capture operational intelligence and accelerate the process from “wafer to first token.” Other companies will be able to deploy the same architecture across their own supply chains, either in the cloud or on-prem. The partnership, first announced in October 2025, has continued compounding into new verticals, use cases, and sovereign AI deployments built around one core idea: enterprises and governments want to own, control, and make sense of their own data. Pal