To The Moon

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1. $Nikola Corporation(NKLA)$ +22.91% climbing alongside a truck orderNikola stock is experiencing a rise in value following a new truck order from $JB Hunt Transport(JBHT)$ . J.B. Hunt is purchasing 13 trucks from Nikola, which includes 10 electric trucks and three hydrogen fuel cell trucks.These trucks are expected to be delivered in August and will be utilized on key routes near Los Angeles and Phoenix. In addition to providing the trucks, Nikola will also supply hydrogen and fueling infrastructure for the vehicles.The announcement of this order has positively impacted NKLA stock, with a notable increase in trading volume. 2. $fuboTV Inc.(FUBO)$

【本期導讀】圍繞債務上限的兩黨爭鬥成了這個星期市場的焦點，甚至都搶了美聯儲主席鮑威爾講話的風頭。一個million dollar question來了：債務上限的談判會破局，從而引發美債違約嗎？ 我的看法是：不會！ 從現實分析：雙方都無法承受一拍兩散的結局。 債務上限的談判如果破局，將引發一場金融災難，從而重創美國的國家信用，動搖整個世界金融體系的根基，這樣的事情要是真的發生了，拜登和麥卡錫都會成爲罪人而被載入史冊的，拜登和麥卡錫都是要競選下一屆美國總統的，如果談判破局而引發金融災難，無異於自己政治前途的自殺。債務上限的本質是控制國會的共和黨想借着債務上限談判的機會改一改拜登政府花錢大手大腳的壞毛病；拜登政府的態度是談可以，但是別拿這個來要挾。 這是一個膽小鬼博弈，就像兩人開着車在一條路上踩滿油門相對而行，誰先膽怯先把車子閃在路邊誰就是膽小鬼，而不閃的那個就是贏家。如果雙方都不動方向盤的話，就是同歸於盡的結局。這個博弈的規律是雙方都會堅持到最後一刻，誰也不肯提前認熊，但是他們會在一頓咋呼之後在最後關頭達成協議。 事實上，自60年代以來，美國的債務上限被提高了78次，平均一年一次。 從歷史分析：妥協是刻在美國政治的基因裏的。 得到創始人羅胖羅振宇在一次做節目中說，多年前有一次他和易中天吃飯，那時的他還未成名而易中天正是百家講壇當紅之時，席間羅胖告訴易中天說，他覺得易老師寫得最好的一本書就是《費城風雲》，此言一畢，易中天竟然離席走過去握住羅胖的手，視爲知己。 這部讓易老師引以爲豪的《費城風雲》講述了美國獨立以後制定《聯邦憲法》全過程的歷史，整個《聯邦憲法》的制定過程就是各方利益妥協的過程，這種妥協不是簡單的和稀泥，而是建立在一個創造性的制度之上各方面利益的協調。正如18世紀英國著名的政治學家埃德蒙·伯克曾經一針見血地指出那樣，“所有的政府，都建立在妥協和交換的基礎之上，人類的所

Judging by the major indexes, it will take more than the Federal Reserve raising interest rates in t

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SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big l