Elon Musk's commercial empire is thriving, with SpaceX and xAI soaring in valuation together.
① SpaceX plans to sell shares at $135 each in December, and the company valuation will exceed $250 billion. ② xAI has raised $5 billion, with a valuation of $45 billion. Two weeks ago, Musk announced that the number of GPUs in the Memphis datacenter will be increased from 100,000 to 200,000.
Salesforce Loses AI Chief Amid Major Push for Autonomous Agents
US stock market outlook | October retail sales data exceeded expectations, the three major futures indexes declined; cryptos concept stocks rose in pre-market trading! MSTR increased by over 3%, Coinbase rose by more than 2%.
It is reported that the usa Federal Trade Commission plans to investigate anti-competitive behavior in microsoft's cloud computing business; the Biden administration promotes the localization of semiconductors, and taiwan semiconductor receives $6.6 billion in funding from the CHIPS Act; is it truly attractive with a guaranteed 4.5% return? The total assets of mmf in the usa have surpassed $7 trillion for the first time.
Tesla's V4 Supercharger Cabinet Can Charge Cybertruck 30% Faster, Recharge Tesla Semi And Save Annual Electricity Usage Of Over 9000 Homes
Ultraman's friendly signal completely ignored? OpenAI receives another lawsuit from Musk.
① Musk refiled a lawsuit against OpenAI on Thursday, criticizing its collaboration with microsoft to eliminate competitors like xAI, using tactics including discouraging investors from funding other companies; ② The latest lawsuit filed by Musk lists 26 items and adds the Attorney General of the state of california as a co-defendant. He is also concerned that contracts between OpenAI and the Department of Defense might lead to the use of AI technology in weapon development.
Top private equity funds in China expose the 'US stock report': the proportion of Chinese concept stocks continues to rise, with PDD Holdings and Apple being the focus of differences in components.
In the third quarter of this year, most Chinese private equity firms, such as Hillhouse, Gao Yi, and Jinglin, remained focused on Chinese concept stocks. However, Hillhouse and Jinglin chose to reduce their shareholding in pdd holdings, while Gao Yi opted to continue increasing its stake in pdd holdings.
Daily options tracking | Electric car companies are about to face a "storm?" Large options trades still bet on Tesla's rise; the audit turmoil continues! Super micro computer put trade surges.
Disney's performance exceeded expectations, with strong growth in its streaming business, surging over 6% overnight. Call options saw a rush in buying, accounting for 70% of the trading volume, with the 115-dollar strike price call options expiring today being the most traded, totaling over 0.0261 million contracts.
"Minister Ma" announced recruitment requirements: super high IQ, working 80 hours per week, and zero salary.
① The US Government's Department of Efficiency posted recruitment information on social media, seeking “small government” reformers with extremely high intelligence, who work more than 80 hours a week to focus on boring cost reduction work; ② Musk advocates cutting federal spending by 2 trillion dollars and believes that excessive government spending is the cause of inflation.
Tesla Offers 3 Months Of Free Supercharging, FSD Subscription For North American Buyers Till Year-End To Boost Deliveries
Tesla's market cap has fallen below one trillion, and Trump may cancel tax incentives for electric vehicles.
Tesla's stock price fell by 5.8%, as the market worries that Trump will cancel the $7,500 tax credit for electric vehicles. Analysts say Tesla will be minimally affected, but the competitive landscape in the industry may change.
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
Dow Dips Over 200 Points Following Economic Reports, Tesla Tumbles On Potential Removal Of EV Tax Credit: Fear Index Remains In 'Greed' Zone
Trump's termination of electric car subsidies is actually a "big bullish" for Tesla!
In the usa, directly purchasing Tesla autos does not qualify for the full subsidy, and canceling the subsidy will bring greater losses to Tesla's competitors.
Long-Time Tesla Bull Rages As Elon Musk Reportedly Backs Trump's Plan To Ax $7.5K EV Credit: 'Insanity'
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Daily Bull Market | The bull certificate heavy volume range is 19,300-19,399, with the latest bull market street ratio at 64:36; Alibaba is listed today, and the market is expected to record high single-digit revenue growth year-on-year.
Hang Seng Index night session closed at 19,464 points, up 23 points or 0.118%, reaching a high of 28 points; Hong Kong stock good warehouse net inflow of 0.1 billion Hong Kong dollars, weak warehouse net outflow of 65 million Hong Kong dollars; the top five stocks with inflow in good warehouse are Hang Seng Index, jd.com, Meituan, Alibaba, Lenovo.
Third Point Hedge Fund Buys Tesla, Dumps Micron
Futu Morning Post | Powell 'hawkish': Strong economic performance, no rush to cut interest rates; Buffett's new warehouse received, Domino's surged more than 18% after-hours, Pool rose over 6%
Blackrock bought heavily into Apple in Q3, continuing to increase shareholding in the 'Big Seven'; 'Smart Money' betting on the trend of China: Q3 prototype of 'The Big Short' increased shareholding in Alibaba and other Chinese concept stocks; Disney rose more than 6%, fourth quarter performance exceeded expectations with a $3 billion share buyback plan.
Viking Fund Management Sells Big Oil Stocks In Q3, Cuts Tesla Position In Half, Adds To Largest Position Broadcom