$Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$ $SpaceX(SPCX)$ $Tesla Motors(TSLA)$ Bitwise CIO Matt Hougan's view is that almost every macro path ends with BTC.X higher. If the AI boom continues, scarce assets like Bitcoin win. If AI busts, Bitcoin dips first, then rallies on rate cuts and bailouts. In a soft landing, ETF inflows and adoption keep pushing it up. Pick your scenario. BTC.X wins in all of them.
$Tesla Motors(TSLA)$ October sets the tone for the quarter, and this quarter sets up the next one. Watch the flop. It's not a coincidence that many are calling for the $200s. There really wasn't any other way to set this up before the move that's about to unfold.
$Tesla Motors(TSLA)$ Tesla has a U.S. patent for an "Electric Fan Car" concept that uses four rear-mounted electric ducted fans in a diffuser to add downforce and reduce drag. The system can activate manually or automatically, and it's aimed at better cornering grip, higher cornering speeds, and improved braking stability for high-performance vehicles. It was filed weeks before the Roadster 2.0 reveal, and it builds on earlier ideas like the SpaceX cold-gas thrusters, which suggests Tesla is still working on active aerodynamics for the next-gen Roadster.
$NIO Inc.(NIO)$ Nio should be at $76 if the stock market wasn't being manipulated by the US. Look at Nio's figures, which are 8x better compared with RIVN. $76 would be the level today if Nio grew as slowly as RIVN. Since Nio's sales are growing much faster, it should be even above $76. That's the reality while US analysts keep RIVN up and keep reducing Nio. US analysts are a joke.
$NIO Inc.(NIO)$ Added under HKD29 and will keep adding all month at this level. When you have as much cash on hand as your market cap and a moat as wide as Nio's, you know you're very close to the bottom. Been doing this 32 years, and the last time I saw a screaming buy like this was when Nvidia was trading at 40 cents in 2013 — and I only took a very small position. Not making that mistake again.
$NIO Inc.(NIO)$ Nio Inc.'s entry-level brand Firefly will launch a 60 kWh battery pack before the end of this year, and a convertible version of the debut model is in the pre-research phase, brand president Daniel Jin confirmed at a ceremony in Hefei, as the brand marked its 80,000th vehicle delivery. The price is $18,000 including the battery.
$Tesla Motors(TSLA)$ Tesla may be taking a major step toward mass-producing Optimus. Reports suggest Tesla has placed an initial order for ~5,000 robots, with production potentially reaching 15,000 this year and 2,000–2,500 per week by year-end. The key shift: Optimus may be moving from prototype to scalable manufacturing. Still plenty to prove, but if Tesla executes, this could become much bigger than just a robotics project.
$NIO Inc.(NIO)$ Moving on to Q4 earnings projections with a first preliminary snapshot. Using the company's estimates: more than 120K deliveries, an 18.5% gross margin, and an ASP of $41.5K. That ASP could be what the company is projecting for Q3. That said, if NIO brand sales, mainly the ES8/ES9, keep growing and take up a larger share of the overall mix, Q4 ASP could move higher. In December 2025, 22,276 ES8s were sold, so this wouldn't be far-fetched at all. Being very conservative here, let's use an ASP of $42K. Revenue: $5.040B from vehicle sales, and I would assume other income comes in around $500M. Using $5.5B as the base. Gross profit: $1.017B OpEx: $850M Net profit: $167M Full-year 2026 net profit: $140M