Tesla $TSLA is positioning itself to be the largest physical AI deployment platform by the end of this decade.
By 2031, Tesla could become a $375B revenue story where AI, robots, services, energy & Cybercab together become larger than automotive: • Automotive 40% • Cybercab 24% • Robots 16% • Energy 11% • Services 9% Source: Shay Boloor
Those that claim the US dollar dominance is at risk or in decline, due to the Iran war, are completely wrong. The US dollar is becoming even more dominant in international transiations.
The US dollar's percentage of international transactions rose to a record 51.1% in March. The world is still betting on the USA as the world reserve currency. China is not an option due to capital restrictions. Europe is in economy stagnation and decline, so the Euro currency is not really an option. The "news" media is trying to sell a narrative, but the data is clear. The US dollar still dominates trade and it is growing, not declining. Source: Wall Street Mav Bloomberg
Yesterday was all about the OpenAi missed targets story. OpenAi ecosystem has underperformed the Google AI ecosystem (-45%) aggressively since the end of January.
Source: RBC, Bloomberg
UAE could now potentially produce more oil than the OPEC+ quota previously allowed them…
This move could force others to follow. Oil supply is going UP. Source: Geiger Capital
Almost half of the semiconductor index names are showing Bubble Risk Indicator levels above 0.8, and two thirds above 0.7, according to Bank of America.
Source: Markets & Mayhem
I know that comparing market cap with country GDP does not make too much economic sense.
Source: shirish @shiri_shh on X
U.S. Farm Bankruptcies Surge +46% as Fertilizer Costs Squeeze Farmers
The American Farm Bureau Federation reported 315 Chapter 12 bankruptcy filings in 2025, up from 216 in 2024 and the third consecutive annual increase. The Midwest got hit hardest with 121 filings, a +70% jump. The Southeast followed with 105, up +69%. Together, those two regions accounted for more than two-thirds of every farm bankruptcy in the country. Fertilizer prices are pouring gasoline on the fire. Urea, the most widely used nitrogen fertilizer on the planet, has ripped +87% year-to-date and trades near $720 a tonne. For corn growers who depend on nitrogen, this is a dire situation. Many farmers are reporting they will cut the amount of fertilizer they use, shift from corn toward less nitrogen-dependent soybeans, or just take the yield loss. Farms are under pressure. Source: Hedgeye
WTI crude hits session highs, pushing 10Y yields to dangerous territory: 4.35% any second
Source: zerohedge
