Japan's inflation outbreak: Inflation in Japan rose +2.9% YoY in November, the 2nd-highest reading since July. Core inflation, which excludes prices of fresh food, rose +3.0% YoY. This marks the 44th consecutive month with inflation above the Bank of Japan's target rate of 2%. Additionally, rice inflation remains at a whopping +37.1% YoY. As a result, the Bank of Japan signaled after raising rates on Friday that further hikes are likely. The central bank also said that underlying inflation is still gradually increasing. The fight against inflation in Japan is far from over.

$TSLA just got the biggest catalyst imaginable. The Delaware Supreme Court ruled that Elon Musk should get the 2018 pay package, which had been canceled twice. That means Elon now has the right to stock options worth $139B today. And this doesn’t touch the $1T pay package approved by $TSLA shareholders last month. More shares. More power. More focus. As $TSLA shifts from electric vehicles to robotics and AI, this move ensures Elon is all in. This is the biggest catalyst of all for $TSLA.

$NVDA is positioned within a bullish falling wedge heading into the Santa rally week… It’s clear that $NVDA is ready to reclaim its crown and dominate the market yet again. This is a warning for all the $NVDA bears out there. $250+ is incoming very soon.

$TSLA has begun its euphoric squeeze and will see $520+ in the upcoming days… It’s clear that $TSLA is the next large-cap to see a 200/300% upside squeeze in 2026. This move will be identical to how $NVDA & $GOOGL ran in 2025. $600+ is incoming soon.

So we have a new hang as Delaware reinstatement mean $TSLA 8-9% dilution when Elon exercise his and then Elon has to pay $55-56 billions of tax apparently. Chances is Elon would like to get in done soon on ath. Good for thoughts. I will buy the dips! $SPY

THREE KEY SIGNALS FOR 2026: 🔸 Data center utilization: >70% = healthy; <50% = oversupply. Current: 40–60% 🔸 GPU rental prices: H100 rates down 20–30% in 2025; < $2/hour signals glut 🔸 Pilot-to-production: >15% needed for enterprise demand surge; <10% confirms mismatch The AI infrastructure race is on—but demand will decide winners and losers.

THREAD BREAKING DOWN BIG TECH’S $2T AI GAMBLE 👇 Big Tech (Amazon, Google, Microsoft, Meta…) is pouring billions into AI infrastructure—but current revenue is nowhere near covering costs. KEY NUMBERS: • 2025 Capex: ~$300–400B planned by top 4 hyperscalers. • 2025–2027 cumulative spend: $1.15T (Goldman Sachs). • Debt funding: $121B issued in 2025—4x historical average. Another $100B expected in 2026. • Needed revenue: $2T/year by 2030 (Bain) vs. current ~$20B. AI revenue needs 100x growth just to break even

Dan Ives of Wedbush predictions for 2026: $TSLA to $600-$800. $AAPL to $340. $ORCL to $250. $NVDA to $275. $PLTR to $400 (in 2-3 yrs).

n the past month, $TSLA has been the best performing stock out of the MAG7. Since the Sep rate cut, TSLA has been the Top 3 performing stock in MAG7 despite having a large rally into the Fed rate cut. With TSLA returning to growth in 2026 and the potential for an AI rerating, TSLA could be one of the top performing stocks out of MAG7 in 2026.

Two extreme possibilities today: 1) breakout higher above $495 2) sharp test down to $480 or $477. The middle road is price just floats down all day to $485 and punts any big moves to next week. So far we have this delaying triangle instead of either of the (a)(b)(c) corrective waves. They can still happen, but over a longer period of time. $TSLA 

November CPI (+2.7% YoY) and Core CPI (+2.6% YoY) were both much lower than expected (CPI +3.1% and Core +3.0% expected), which combined with strong $MU (+14% pre-mkt) revenue guidance last night should propel equities much higher today. Questions will arise about what adjustments were made for absence of Oct data to get to the Nov results. Nov Core CPI of 2.6% YoY was the slowest since March 2021

$TSLA closed +3.45% today slightly off the highs, but with positive CVD and continuing relative strength. At this point, we just need to let the market absorb the previous buyers in the upper $400s. Once that sell pressure finishes, we should see TSLA start testing $500 given macro holds up. The overall trend remains bullish.

🚨 BANK OF JAPAN INTEREST RATE DECISION IS COMING TOMORROW. The market expects 98.4% odds of a 25 bps rate hike. Here’s what happened when BOJ raised rates in the past. July 31, 2024: BOJ raised rates to 0.25% Bitcoin dropped 26% in 8 days Jan 24, 2025: BOJ raised rates to 0.50% Bitcoin dropped 25% in 20 days Now BOJ is expected to raise rates to 0.75%, the highest level since 1995. Just like the past, markets could see some downside around the decision. But if you look at the chart, every BOJ driven BTC dump was followed by a strong recovery and new ATH.

BREAKING: November CPI inflation unexpectedly FALLS to 2.7%, below expectations of 3.1%. Core CPI inflation FALLS to 2.6%, below expectations of 3.0%. This marks the biggest drop in US inflation since March 2025. Inflation was WELL below expectations in November.

BREAKING: November CPI inflation unexpectedly FALLS to 2.7%, below expectations of 3.1%. Core CPI inflation FALLS to 2.6%, below expectations of 3.0%. This marks the biggest drop in US inflation since March 2025. Inflation was WELL below expectations in November.

CPI YOY +2.6% VS +3% EXPECTED CORE CPI YOY +2.7% VS +3% EXPECTED oh my goodness…these are massive beats to the downside inflation is not the problem here, it’s the labor market inflation low, growth up, rates coming down is your macro formula for a stronger 2026

US Jobless Claims -13K To 224K In Dec-13 Wk; Survey 225K US Dec-6 Week Continuing Claims +67K to 1,897,000 US Dec-6 Week Jobless Claims Revised to 237K

$TSLA What we know: • 5% off ATH and sentiment flipped instantly • Lots of emotional damage from last year • Trend is still up What we don’t know: • If sellers press from here • Where support wants to live • Whether the 459 gap fills One candle ≠ a thesis. Patience.

The remarkable thing about $TSLA rally is after Kimbal and Cathie’s selling and on a red market day. Institutions is loading to all time high as sentiment is pushing $500-$520. Hopefully Elon and I believe he will pull a bunny out in Jan to neutralise the weak Q1 narrative. $SPY

Anyone who has ever bought any $TSLA stock is up on their investment! 🥂