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Tesla’s previously disclosed $2B investment in xAI is being transferred to SpaceX following the merger between the AI firm & the rocket company. The exact stake wasn’t revealed but is expected to be under 1%, giving Tesla indirect exposure to one of the world’s most valuable private companies.
For me, the bigger takeaway is strategic rather than financial. Tesla gaining a connection to SpaceX highlights Musk’s expanding tech ecosystem—EVs, AI & space becoming increasingly interconnected. If SpaceX eventually goes public at its massive valuation, this link could turn into an interesting hidden asset for Tesla investors. 🚀
@Tiger_comments @TigerStars @TigerClub
For the first time in years, Bitcoin didn't dump when the Nasdaq dipped during the Middle East escalation.
The Shock: It actually correlated with Gold for a 48-hour window.
The Move: This suggests that the "Risk-Off" crowd is starting to treat BTC as a genuine sovereign hedge rather than just a high-beta tech play.
4. The "Inverse AI" Trade
We saw a massive surge in Copper and Uranium prices while AI software companies struggled.
The Shock: The market is effectively betting that the "Physical World" (hardware/energy) is currently more valuable than the "Digital World" (software/apps).
Tesla’s previously disclosed $2B investment in xAI is being transferred to SpaceX following the merger between the AI firm & the rocket company. The exact stake wasn’t revealed but is expected to be under 1%, giving Tesla indirect exposure to one of the world’s most valuable private companies.
For me, the bigger takeaway is strategic rather than financial. Tesla gaining a connection to SpaceX highlights Musk’s expanding tech ecosystem—EVs, AI & space becoming increasingly interconnected. If SpaceX eventually goes public at its massive valuation, this link could turn into an interesting hidden asset for Tesla investors. 🚀
@Tiger_comments @TigerStars @TigerClub
The "boring" Utility sector (like NextEra Energy and Vistra) traded like speculative tech stocks this week.
The Shock: Investors finally realized that AI's biggest bottleneck isn't chips—it's power.
The Move: Massive institutional rotation into nuclear and grid infrastructure stocks, leaving Big Tech flat despite decent earnings.
2. ST Engineering’s "Vertical Takeoff"
Seeing a heavy-weight Singapore blue-chip like ST Engineering (S63) gap up nearly 10% in a single session was surreal for the STI.
The Shock: Usually, this stock moves like a slow-moving tanker.
The Move: Iran's specific threats against tech infrastructure turned this defense giant into a "must-have" hedge, causing a FOMO-driven spike rarely seen in SG defense stocks.