TESLA DELIVERIES, PORT STRIKES DAY 2, OIL IS UP | MARKET OPEN

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00:00 - Intro
06:55 - Tom Lee
13:30 - Tesla
44:00 - Market Open
59:33 - Kris Joins
1:38:00 - Port Strikes
1:44:45 - Larry Fink Speaks

[@etfacetimehome]

1. Tesla deliveries came in at 462,890, slightly below expectations of 463,000. The stock initially fell about 6% but recovered somewhat to be down around 4.7%. 2. The broader market recovered after early volatility, with the S&P 500 turning slightly positive. Many tech stocks like Nvidia and Microsoft also turned green. 3. Palantir stock continued to show resilience, trading around $37 despite significant insider selling by Peter Thiel (about $700 million worth). The market seems unfazed by the selling pressure. 4. Robinhood stock showed strength, up over 3% to around $23 despite broader market weakness and Bitcoin being down. 5. China stimulus measures are providing a boost to Chinese stocks, with the FXI China large-cap ETF up over 5%. 6. There are ongoing concerns about the port strike in the U.S. and its potential economic impact, estimated at about 0.3% of GDP per week. 7. The Iran-Israel conflict is causing some market volatility and boosting oil prices, but the impact has been relatively contained so far. 8. Upcoming Q3 earnings season is anticipated to be important, with mixed expectations for various big tech companies. 9. There was discussion about the future of EVs, solar energy, and nuclear power, with some suggesting nuclear may be gaining an edge over solar in the current environment. Amit watched "Halloweentown" on Disney+ instead of the political debate, calling it a "top 10 movie of all time" and jokingly saying he'd "fight anyone on that."

[@matuskrajnak9785]

Well, Warren Buffet once said something like "when evaluating a bank, profit is a thing that matters more than a book value"

[@TimeWarpInvestments]

Ever the more reasons for any organization to want to integrate AIP into their business. Palantir's software thrives in a highly fragmented world.

[@bjlbernal]

WotD (gavage) : Competitive eaters and mukbang content creators gavage themselves.