Cathie did more shopping today. And note - she SOLD $PYPL yesterday before earnings today! Added $GOOGL before earnings now - can she go 2 for 2? Also added more $HOOD $CRWV like yesterday, $SHOP $CRCL $COIN & more

Cathie did more shopping today. And note - she SOLD $PYPL yesterday before earnings today! Added $GOOGL before earnings now - can she go 2 for 2? Also added more $HOOD $CRWV like yesterday, $SHOP $CRCL $COIN & more

Roughly ~20% of $HOOD's revenue comes from Crypto (~$268M from $1.27 Billion). If crypto revenue drops by 40%, that's only an 8% hit to total revenues or ~$100M. By contrast, for $COIN a 40% hit to crypto revenue would mean a 40% hit to their revenues! But, $HOOD has 10 other businesses, all of which are growing rapidly. Just the new prediction markets business alone is expected to grow by more than 200% quarter-to-quarter from Q3 to Q4! That might mean just that business alone might erase any revenue declines from crypto. Then there is Credit Cards, Equities trading, Options trading, Cash Sweep (interest), Securities Lending, Gold Subscription Revenue, and Futures Trading. Not to mention they're about to launch personal banking. Robinhood is a monster!

Roughly ~20% of $HOOD's revenue comes from Crypto (~$268M from $1.27 Billion). If crypto revenue drops by 40%, that's only an 8% hit to total revenues or ~$100M. By contrast, for $COIN a 40% hit to crypto revenue would mean a 40% hit to their revenues! But, $HOOD has 10 other businesses, all of which are growing rapidly. Just the new prediction markets business alone is expected to grow by more than 200% quarter-to-quarter from Q3 to Q4! That might mean just that business alone might erase any revenue declines from crypto. Then there is Credit Cards, Equities trading, Options trading, Cash Sweep (interest), Securities Lending, Gold Subscription Revenue, and Futures Trading. Not to mention they're about to launch personal banking. Robinhood is a monster!

BITCOIN CRASHES BELOW $74K, BEAR MARKET DEEPENS Bitcoin dropped under $74,425, its lowest since Trump’s win, down nearly 15% YTD and 40% from October highs. Retail is exiting, altcoins are sliding, and Kalshi markets now price a potential fall to $59K.

BITCOIN CRASHES BELOW $74K, BEAR MARKET DEEPENS Bitcoin dropped under $74,425, its lowest since Trump’s win, down nearly 15% YTD and 40% from October highs. Retail is exiting, altcoins are sliding, and Kalshi markets now price a potential fall to $59K.

$TSLA at $420.69 in after hrs. For the millionth time. Basically back to the Nov 2021 peak. This stock needs to explode above $500 and not look back.

$TSLA at $420.69 in after hrs. For the millionth time. Basically back to the Nov 2021 peak. This stock needs to explode above $500 and not look back.

$TSLA - TESLA TO TELL SENATE COMMERCE COMMITTEE WEDNESDAY THAT CONGRESS MUST MODERNIZE SELF-DRIVING CAR REGULATIONS, WARNING IF U.S. DOES NOT LEAD IN ROBOTAXI DEVELOPMENT "CHINA WILL BE THE DOMINANT MANUFACTURER OF TRANSPORTATION FOR THE 21ST CENTURY" -- WRITTEN TESTIMONY

$TSLA - TESLA TO TELL SENATE COMMERCE COMMITTEE WEDNESDAY THAT CONGRESS MUST MODERNIZE SELF-DRIVING CAR REGULATIONS, WARNING IF U.S. DOES NOT LEAD IN ROBOTAXI DEVELOPMENT "CHINA WILL BE THE DOMINANT MANUFACTURER OF TRANSPORTATION FOR THE 21ST CENTURY" -- WRITTEN TESTIMONY

$TSLA - SPACEX–XAI MERGER VALUATION DETAILS CNBC’s Faber reported that SpaceX is valued between $859B and $1.26T, while xAI is valued at $219B to $294B. The exchange ratio is 0.1433 xAI shares per SpaceX share, with xAI priced at $75.46 and SpaceX at $526.59.

$TSLA - SPACEX–XAI MERGER VALUATION DETAILS CNBC’s Faber reported that SpaceX is valued between $859B and $1.26T, while xAI is valued at $219B to $294B. The exchange ratio is 0.1433 xAI shares per SpaceX share, with xAI priced at $75.46 and SpaceX at $526.59.

I believe the next logical step is for Tesla and SpaceX to merge, Subject to board, shareholder and regulatory approvals. Back-of-the-napkin math: Tesla: $1.75T SpaceX: $1.25T Combined valuation: $3T Both Tesla and SpaceX shareholders receive shares in a new parent company, let’s call it Xshire. Tesla shareholders owns 58% ($1.75T) of Xshire, SpaceX shareholders owns 42% ($1.25T).

I believe the next logical step is for Tesla and SpaceX to merge, Subject to board, shareholder and regulatory approvals. Back-of-the-napkin math: Tesla: $1.75T SpaceX: $1.25T Combined valuation: $3T Both Tesla and SpaceX shareholders receive shares in a new parent company, let’s call it Xshire. Tesla shareholders owns 58% ($1.75T) of Xshire, SpaceX shareholders owns 42% ($1.25T).

JPMorgan just upgraded $SoFi to overweight from neutral Price target $31

JPMorgan just upgraded $SoFi to overweight from neutral Price target $31

Top 12 most valuable companies on Earth right now: 1) Nvidia: $4.5T 2) Alphabet: $4.2T 3) Apple: $4T 4) Microsoft: $3.1T 5) Amazon: $2.6T 6) Meta: $1.8T 7) TSMC: $1.8T 8) Saudi Aramco: $1.65T 9) Tesla: $1.6T 10) Broadcom: $1.6T 11) SpaceX: $1.25T 12) Berkshire Hathaway: $1.05T

Top 12 most valuable companies on Earth right now: 1) Nvidia: $4.5T 2) Alphabet: $4.2T 3) Apple: $4T 4) Microsoft: $3.1T 5) Amazon: $2.6T 6) Meta: $1.8T 7) TSMC: $1.8T 8) Saudi Aramco: $1.65T 9) Tesla: $1.6T 10) Broadcom: $1.6T 11) SpaceX: $1.25T 12) Berkshire Hathaway: $1.05T

I think @elonmusk is moving toward his X vision. I could see this playing out in this way from a branding perspective. X - The Everything Platform A unifying layer for communication, intelligence, mobility, commerce, and infrastructure. X Infrastructure – X (accounts, identity), xAI training clusters, data pipelines X Intelligence – xAI, Grok, foundation models, agents, reasoning systems X Communications – X DMs, X Spaces, X Live, voice and video streaming X Social – X timeline, creators, communities, media distribution X Payments – X Payments (early rollout), peer-to-peer payments, creator monetization X Commerce – X Premium subscriptions, advertising, creator payouts X Auto – Tesla Autopilot, Full Self-Driving (FSD), vehicle OS, fleet learning X Robotics – Tesla Optimus, factory automati

I think @elonmusk is moving toward his X vision. I could see this playing out in this way from a branding perspective. X - The Everything Platform A unifying layer for communication, intelligence, mobility, commerce, and infrastructure. X Infrastructure – X (accounts, identity), xAI training clusters, data pipelines X Intelligence – xAI, Grok, foundation models, agents, reasoning systems X Communications – X DMs, X Spaces, X Live, voice and video streaming X Social – X timeline, creators, communities, media distribution X Payments – X Payments (early rollout), peer-to-peer payments, creator monetization X Commerce – X Premium subscriptions, advertising, creator payouts X Auto – Tesla Autopilot, Full Self-Driving (FSD), vehicle OS, fleet learning X Robotics – Tesla Optimus, factory automati