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Tesla’s previously disclosed $2B investment in xAI is being transferred to SpaceX following the merger between the AI firm & the rocket company. The exact stake wasn’t revealed but is expected to be under 1%, giving Tesla indirect exposure to one of the world’s most valuable private companies.
For me, the bigger takeaway is strategic rather than financial. Tesla gaining a connection to SpaceX highlights Musk’s expanding tech ecosystem—EVs, AI & space becoming increasingly interconnected. If SpaceX eventually goes public at its massive valuation, this link could turn into an interesting hidden asset for Tesla investors. 🚀
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For the first time in years, Bitcoin didn't dump when the Nasdaq dipped during the Middle East escalation.
The Shock: It actually correlated with Gold for a 48-hour window.
The Move: This suggests that the "Risk-Off" crowd is starting to treat BTC as a genuine sovereign hedge rather than just a high-beta tech play.
4. The "Inverse AI" Trade
We saw a massive surge in Copper and Uranium prices while AI software companies struggled.
The Shock: The market is effectively betting that the "Physical World" (hardware/energy) is currently more valuable than the "Digital World" (software/apps).
Tesla’s previously disclosed $2B investment in xAI is being transferred to SpaceX following the merger between the AI firm & the rocket company. The exact stake wasn’t revealed but is expected to be under 1%, giving Tesla indirect exposure to one of the world’s most valuable private companies.
For me, the bigger takeaway is strategic rather than financial. Tesla gaining a connection to SpaceX highlights Musk’s expanding tech ecosystem—EVs, AI & space becoming increasingly interconnected. If SpaceX eventually goes public at its massive valuation, this link could turn into an interesting hidden asset for Tesla investors. 🚀
@Tiger_comments @TigerStars @TigerClub
“无聊”的公用事业板块（如NextEra Energy和Vistra）本周的交易就像投机性科技股一样。
震惊：投资者终于意识到人工智能最大的瓶颈不是芯片，而是能力。
此举：机构大规模转向核电和电网基础设施股票，尽管盈利不错，但大型科技股表现平平。
二、ST工程的“垂直起飞”
看到像ST Engineering(S63)这样的新加坡重量级蓝筹股在一个交易日内上涨近10%，对于海指来说是超现实的。
令人震惊的是：通常，这只股票的走势就像一艘缓慢行驶的油轮。
此举：伊朗对科技基础设施的具体威胁将这家国防巨头变成了“必备”对冲工具，导致新加坡国防股因FOMO而出现罕见的飙升。