Predicting the Market’s Gambling: SpaceX and Tesla merge before 2028, with a 71% chance. One is $1.5 trillion, the other $1.3 trillion—if it happens, it would be the biggest company in human history.
TSLA rose 2.6% yesterday, but the driving force was Nvidia’s earnings report—revenue同比增长106%, worries about AI demand were dispelled, and tech stocks were in full celebration. Tesla just caught a ride on the tailwind.
Meanwhile, Neuralink released a new demo: a woman paralyzed for 20 years draws with her thoughts. Using 1,024 electrodes to record brain activity, she can’t stop for hours. Brain-computer interfaces are taking another step forward.
But don’t ignore the other side: China’s Ministry of Commerce firmly opposes the U.S. imposing an additional 7.5% tariff, with automobiles and batteries included. Pressure on Tesla’s China supply-chain costs is still there.
Here’s the question: if tech-stock beta fades away, can these “Musk stories” alone hold up TSLA?
TSLA rose 2.6% yesterday, but the driving force was Nvidia’s earnings report—revenue同比增长106%, worries about AI demand were dispelled, and tech stocks were in full celebration. Tesla just caught a ride on the tailwind.
Meanwhile, Neuralink released a new demo: a woman paralyzed for 20 years draws with her thoughts. Using 1,024 electrodes to record brain activity, she can’t stop for hours. Brain-computer interfaces are taking another step forward.
But don’t ignore the other side: China’s Ministry of Commerce firmly opposes the U.S. imposing an additional 7.5% tariff, with automobiles and batteries included. Pressure on Tesla’s China supply-chain costs is still there.
Here’s the question: if tech-stock beta fades away, can these “Musk stories” alone hold up TSLA?