The Age of Robots is Here
(post on X by Lin @Speculator_io ) 👉 Humanoids $TSLA Tesla $XPEV Xpeng $XIACF Xiaomi $HYMTF Hyundai 👉 Logistics $SERV Serve Robotics $AMZN Amazon $SYM Symbotic $AUTO AutoStore 👉Robotics Software $NVDA NVIDIA $PTC PTC 👉 Sensors $OUST Ouster 👉 Healthcare Robotics $ISRG Intuitive Surgical $SYK Stryker $MDT Medtronic $ARAY Accuray 👉 Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric 👉 Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems 👉 Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $GD General Dynamics 👉 Consumer & B2B Robotics $IRBT iRobot $XIACF Xiaomi $RR RichTech Robotics 👉 Specialized Robotics $OII Oceaneering $FARO FARO Technologies
Are Insurance stocks set to collapse?
LA wildfires have officially spread over 40,000 acres with INSURANCE LOSSES crossing $20 billion. Since the market closed on Friday, ESTIMATED DAMAGES have TRIPLED to $150 billion. Insurance, power company, and other corporate bankruptcies could emerge from this. As seen with the PG&E bankruptcy in 2019 after the Camp Fire disaster, these events can create economic ripple effects. E.g many bonds will be downgraded to "Junk" rating in the near future. Could LA wildfires cause an economic ripple effect? Source: The Kobeissi Letter
Tether has announced that the entire Tether group is going to be relocating and will now be HQ'd in El Salvador.
This has to have a massive impact on El Salvador. I mean the estimated GDP of ElSalvador was $34 billion in 2023 according to the World Bank. Tether had a net PROFIT of $10 billion in 2024... Source: James Seyffart @JSey
$JPM CEO Jamie Dimon just said that $BTC is "a Ponzi scheme" that "has no intrinsic value."
Meanwhile, the bank he runs is progressively adopting cryptos… Jamie Dimon, CEO of JPMorgan Chase, reiterated his harsh criticism of bitcoin. Despite his negative stance, Dimon concedes that cryptocurrencies might have a role in the future of finance. His views on Bitcoin have fluctuated over time, highlighting a pattern of inconsistency. And his own bank seems to be ignoring what he is saying...
Map of the actual size of each country
Source: Epic Maps 🗺️ @theepicmap
Europeans own much less stocks than those in the US
Source: GD, Mike Zaccardi, CFA, CMT, MBA
McDonald's Reached First Key Level
McDonald's (MCD) has consolidated 12% since its October highs. It has just reached a key level, the 50% Fibonacci retracement at 280.715, as well as the imbalance zone between 277.87-281.72. Keep an eye on the price action at this level for potential opportunities. Source: Bloomberg
Gas storage levels in Germany continue declining.
They are now down to just 72.9% of full, significantly below the average for recent years. Gas prices rise accordingly by 4.3% this morning. Source: Bloomberg, HolgerZ
