$特斯拉(TSLA)$ One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic. On the surface, Anthropic is a major player in the AI model race. But commercially, this looks more like SpaceX / xAI turning AI compute from a cost-heavy asset into a revenue-generating asset. The S-1 disclosed monthly fees of up to US$1.25 billion, with the term running through May 2029. So SpaceX’s IPO story may no longer be just about rockets and Starlink. AI compute infrastructure is becoming part of the narrative. Take a look at the chart.
Tesla Leads Tech Rally on Risk-On Surge: Still Worth Chasing?
Tesla surged 8.46%, leading tech stocks as easing U.S.-Iran tensions sparked a broad risk-on rally, driving capital rotation from safe-haven assets back into high-beta growth names alongside a stronger Nasdaq. As the most elastic name in the Magnificent 7, TSLA typically amplifies rebounds when risk appetite returns. However, this move is primarily beta-driven rather than Tesla-specific, lacking fresh fundamental catalysts such as robotaxi updates or delivery beats — chasing at current levels risks sharp reversal once sentiment fades. Will you chase this breakout, or wait for a pullback?
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