GOOD NEWS 🇭🇰 Tesla absolutely dominated Hong Kong’s passenger BEV market in November 2025, delivering 1,146 vehicles and claiming the crown as the best-selling battery electric brand with a massive 59.39% lead over runner-up BYD 🏆 The Model Y RWD crushed the competition as the single best-selling model of the month with 622 units delivered 🥇 The streets are officially Tesla territory 🆒
GOOD NEWS 🚨 Amundi increased its $TSLA stake by 20.4% in Q2, according to its latest 13F filing 🔥 The firm added 3,422,270 shares, bringing its holdings to 20,194,152 shares—approximately 0.63% of Tesla, valued at $6,374,284,000 🔥 Tesla now accounts for 2.2% of Amundi’s portfolio and stands as its 5th-largest position 🔥
GOOD NEWS 🚨 Amundi increased its $TSLA stake by 20.4% in Q2, according to its latest 13F filing 🔥 The firm added 3,422,270 shares, bringing its holdings to 20,194,152 shares—approximately 0.63% of Tesla, valued at $6,374,284,000 🔥 Tesla now accounts for 2.2% of Amundi’s portfolio and stands as its 5th-largest position 🔥
$TSLA closed above $450 at session highs exactly on the 78.6% fib at $454.53 CVD came in positive. Would have preferred to see higher volume, but we’ll take the close above $450. Core PCE numbers are due tomorrow morning. Tomorrow is also 30 days since Musk’s 2025 Compensation Package was approved, so if Musk plans to sell shares to cover taxes, we could see a company filing disclosing the sale. These 2 factors will be the test for a weekly close above $450. If Core PCE doesn’t surprise to the upside and Musk doesn’t surprise with sales to cover taxes, I think TSLA should hold $450 for the week.
$SOFI continues to position itself for a euphoric run above $50+ just like $PLTR & $HOOD had done… Today $SOFI announced a $1.5B public offering which has caused share prices to dip. This is most likely the last dip you’ll be able to buy sub $30 on $SOFI. $40+ incoming soon…
$SOFI continues to position itself for a euphoric run above $50+ just like $PLTR & $HOOD had done… Today $SOFI announced a $1.5B public offering which has caused share prices to dip. This is most likely the last dip you’ll be able to buy sub $30 on $SOFI. $40+ incoming soon…
🚨 BREAKING FED WILL OFFICIALLY RELEASE THE BALANCE SHEET AT 4:30 PM ET TODAY. IF BALANCE > $6.6T → 50 BPS RATE CUT IF BALANCE = $6.5T–$6.6T → 25 BPS RATE CUT IF BALANCE < $6.5T → NO RATE CUT IN DECEMBER ALL EYES ON THE FED TODAY 👀
We now have: 1. The biggest technological boom since the internet 2. Ongoing Fed interest rate cuts into the AI boom 3. Trump's impending new Fed Chair announcement 4. $700B+ in annual technology CapEx 5. The end of Quantitative Tightening (QT) 6. Widespread deregulation initiatives by SEC 7. The most market-conscious US President ever 8. $2+ trillion in annual deficit spending 9. 13% YoY earnings growth in the S&P 500 10. The return of global fiscal stimulus What's the bear case here?
We now have: 1. The biggest technological boom since the internet 2. Ongoing Fed interest rate cuts into the AI boom 3. Trump's impending new Fed Chair announcement 4. $700B+ in annual technology CapEx 5. The end of Quantitative Tightening (QT) 6. Widespread deregulation initiatives by SEC 7. The most market-conscious US President ever 8. $2+ trillion in annual deficit spending 9. 13% YoY earnings growth in the S&P 500 10. The return of global fiscal stimulus What's the bear case here?