$Tesla Motors(TSLA)$ IV has dropped to its 52-week low—what does that mean? Has the market’s former focal point started to fade? Not really. More likely, everyone is fixated on the April Robotaxi milestone. What we’re seeing now is just a temporary IV dip. We should probably start getting some updates on Robotaxi soon. The flywheel here isn’t actually that complicated: every mile of unsupervised driving data strengthens the FSD model; a stronger model increases FSD adoption among individual users; higher adoption then feeds back into vehicle sales and cash flow. It’s a closed loop. Self-reinforcing. Everything evolves, and eventually returns to its origin. The issue has never been the logic—it’s execution. Austin is now the real unsupervised testi
Escalating Tensions: Buy Oil and Sell Equities?
The conflict between the U.S.-Israeli alliance and Iran has entered a "scorched-earth" phase for energy infrastructure. Following reports of drone strikes on key processing plants in the Northern Gulf, U.S. Natural Gas futures surged 6% to $3.26/MMBTU, while Brent and WTI crude rose 3% in tandem.
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