Slower EV Sales Will Be The "New Normal" For Tesla Amidst AI, Robotics Push

The current outburst of protests against President Trump’s enforcement of immigration laws is overshadowing a question that is not being asked: Can we defend having national borders in the first place?

The Lebanese Health Ministry has reported this weekend that the death toll in the escalation of Israel’s war on Lebanon has passed 2,000 killed. The latest figure was that the war has killed 2,020 Lebanese, including 248 women, 165 children, and at least 85 civilian medical personnel. 6,436 others were documented as wounded in the […]

These Are The Biggest Pain Trades Last week saw renewed skepticism in the AI narrative, this week there is growing skepticism to the semiconductor narrative. A multitude of reasons from leveraged single-stock ETFs to a too hawkish Fed were apparent in explaining renewed Tech weakness. Indeed, despite Micron’s post earnings rally, which has now fully faded, much of the broader tech sector did not bounce back as might have been expected. In a note laying out the biggest pain trades in the market currently, titled appropriately "The Biggest Pain Trades" (available...