TESLA — Maj 2026
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In this month's "In The Know," ARK Invest CEO/CIO Cathie Wood lays out a framework where we believe inflation surprises lower (not higher), the dollar rallies (not crashes), the rolling recession ends, AI drives structural deflation the bond market is only starting to price, and a 30+ year base in US capital spending just broke to the upside. https://www.ark-invest.com/videos/market-commentary/may-2026-in-the-know-cathie-wood
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Enig med Cern: https://x.com/CernBasher/status/2053626086768943274?s=20
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Brian Wang
@nextbigfuture
and Cern
@CernBasher
think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless.Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. https://x.com/herbertong/status/2053491256471470552?s=20
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I stand by my prediction of 10,000 to 30,000 Tesla Robotaxis by the end of the year.
People underestimate what "exponential" truly means; and since progress proceeds slowly at first, they grow restless and believe the growth won't skyrocket, which, it will. https://x.com/alex_avoigt/status/2053475473036898514?s=20
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Trump just told everyone to buy stocks. Directly. https://x.com/MerlijnTrader/status/2054139521311150515?s=20
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Trump er glad for Dell: https://x.com/antibearthesis/status/2054202354501656929?s=20
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https://x.com/FoxNews/status/2054261035519926582?s=20 BREAKING: "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof.
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Tesla to invest $250 million in battery plant outside Berlin https://finance.yahoo.com/news/tesla-invest-250-million-battery-132423587.html
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The global EV transition in one chart: https://x.com/JEBistline/status/2054283216534622289?s=20
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Nasdaq-futures ligger i morgenhandlen nede med cirka 1,2–1,3 % og handles lige nu omkring niveauet 29.300. Faldet skyldes primært gevinsthjemtagning efter de rekordhøje niveauer, vi har set i løbet af ugen, kombineret med en vis skuffelse over manglende konkrete nyheder fra Trump-Xi-topmødet.Mange amerikanske aktier, herunder flere tech- og vækstnavne, fremstår teknisk overkøbt på dagsdiagrammet. Det øger sandsynligheden for yderligere gevinsthjemtagning i dagens handel – noget vi også kan se m
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Markedet pricer stadig meget ind i usikkerheden, fordi de vigtigste detaljer ofte kommer timer eller dage efter et topmøde. Hvis der dukker konkrete aftaler op (især noget der letter handel eller tech-spændinger), kan vi sagtens se en rebound i Nasdaq og tech-aktier – inklusive Tesla, der jo har stor eksponering mod Kina.
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Jensen Huang, eating noodles. https://x.com/cuichenghao/status/2055152905305686104?s=20
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