$NVIDIA (NVDA.US)$ Excess computing power, the DeepSeek paper shows that it can bypass NVIDIA CUDA.
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ AI bubble is causing funds to shift towards safer Bonds market
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$Tesla (TSLA.US)$ Looking at Options, I feel like I can open a short position again.
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ Bond prices are still shrinking.
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ The interest rates in the secondary market are higher than the federal benchmark interest rate, and the anchor of asset prices is being sold off.
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$Tesla (TSLA.US)$ I know many people do not agree with my point of view, but the feedback from the market has clearly expressed that Tesla no longer dominates the current EV market and is being surpassed or caught up by Chinese car companies. For example, BYD's monthly sales have already exceeded Tesla's quarterly sales. When you compare Tesla and BYD's models at the same price point, Tesla does not have an advantage. This is what I have always emphasized: Tesla is not NVIDIA. Although I also consider NVIDIA's Market Cap too high, it is unparalleled in the GPU field.
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$Tesla (TSLA.US)$ It's almost time to close the position...
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$Nasdaq Composite Index (.IXIC.US)$ The prices of all asset classes are falling.
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$Tesla (TSLA.US)$ If it falls below 400, the short seller can close the position, do not be greedy.
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