Berlin 4680 Yield Stuck at 62%—If Tesla Can’t Scale Dry-Electrode, Panasonic Gets Pricing Nukes for 2026
There’s a peculiar tension in the battery world these days, one that’s been simmering beneath the surface but is now…
Month: December 2025
Tesla 2025 Margin Cliff Starts in Austin: Robotaxi Capex Bleeding $2B/Qtr—Musk’s FSD Beta or Bust Before Bond Vigilantes Wake Up
It’s funny how the narrative around Tesla has shifted over the past decade. I remember writing about Elon Musk’s audacious…
Clean-ETF Inflow Reverses: $600M Pulled Wednesday as Oil Spikes Past $95
It’s funny how markets sometimes feel like a living, breathing organism—unpredictable yet somehow patterned. Just last week, clean energy ETFs…
TAE Technologies Insider Files 10b5-1 Plan—$180M Exit Strategy Starts in 30 Day
It’s funny how the market whispers secrets long before they become headlines. Over my two decades scribbling columns for Bloomberg and others,…
Skip the GPU Hype: Software Vendors Behind the Curtain Rack Up 80% Beat Rate
There’s a certain exhaustion in the air as we wade through yet another cycle of market euphoria centered on hardware—specifically…
Crowded Value Trades Flash Orange Alert: Is the Premium About to Snap?
It’s that moment again. The value trade, long championed as the antidote to growth’s froth, now looks a little too…
Inside the Basket: Goldman’s Pricing-Power ETF Beats SPX by 400 bps Since CPI Print
It’s funny how markets sometimes surprise you—not with a bang, but a subtle shift in tone. I remember back in…
Goldman Dumps Discretionary, Hoards 3.5% Dividend Shield—Inflation Cheat Sheet Leaked
It’s funny how the market’s mood swings can sometimes feel like déjà vu, yet every cycle carries its own peculiarities.…
AI Power Grab: Grid Operator Halts New Data Centers, NVDA Slides 9% in Minutes
It’s funny how the market’s pulse can shift so abruptly. Just last week, I was scribbling notes about the relentless…
Bitcoin Blasts Past $95K as BRICS Pipeline Rumor Sparks Sovereign FOMO
The cryptocurrency market witnessed a seismic shift this April, with Bitcoin surging past the $95,000 mark—a level not seen since…