Syz the moment

- 4 will be released immediately - 4 will serve one month in prison - Iran responded directly to Trump's personal request made yesterday ahead of negotiations - Trump says Iran's leaders "respected my request as President of the United States"

EPS of $0.41 beating expectations of $0.34 Revenue of $22.4B missing expectations of $22.64 Tesla says Cybercab, Tesla Semi and Megapack 3 are on schedule for volume production starting in 2026 Once in production, expect Cybercab to begin to replace existing Model Y fleet and will be largest volume vehicle in fleet over time Preparations for first large-scale Optimus factory will begin in Q2 Are expanding scope of manufacturing to include semiconductor fabrication in AI inference compute Source: Evan on X

Source: FT

OpenAI's pre-IPO valuation has officially hit a record $1 trillion. Pre-IPO instruments trading onchain, backed 1:1 by SPV exposure on Jupiter, are providing a real-time proxy for the company’s implied IPO valuation. OpenAI’s implied valuation is now up +163% since October 2025. This comes as Anthropic is also nearing a potential $1+ trillion IPO and SpaceX is reportedly targeting $1.7+ trillion. The world has never had this many trillion-dollar private companies... Source: The Kobeissi Letter

Watch what they do, not what they say. Note however that retail sales chart looks less fancy when you consider real data (instead of nominal) Source. Charlie Bilello

BTC is pushing higher. The long-standing downtrend line has broken, and price is now trading well above the 100-day by a margin not seen in a long time. A clean close here or higher, and things could get very squeezy for a largely forgotten BTC. Source: TME, LSEG

After rallying 750% in the last 35 days, the stock has now erased roughly 57% of that entire run in a single selloff. $CAR went from one of the biggest squeezes of 2026 to one of the fastest reversals, showing how quickly crowded trades can unwind once momentum breaks. Source: Bull Theory

Source: Charlie Bilello