FITCH RATINGS: GROWING BUBBLE RISKS COULD PRESSURE CREDIT

FT: Morgan Stanley "previously recommended investors buy credit-default swaps on Oracle, but hedging the exposure with long positions in its bonds. ".. They’re now recommending that investors ditch the bonds and simply go long Oracle CDS .." @financialtimes.com $ORCL www.ft.com/content/d2fd...

APOLLO: “.. Data from the Census Bureau and Ramp shows that AI adoption rates are starting to flatten out across all firm sizes.”

"It's like having a money printer on your roof..." -Elon Musk $TSLA $TSLAQ

Wait a minute. I was told by a reliable source, that Tesla was going to build all the world's humanoid robots.... $TSLA $TSLAQ

China's top economic planning agency warns about the risk of a bubble forming in the booming humanoid robotics industry; 150+ manufacturers operate in China (Bloomberg) Main Link | Techmeme Permalink

Damn they got there quickly on this one, impressive

Expect serious repercussions against U.S. OEMs, $TSLA, $F, $GM

It has six seats. What else does it do? Not much, I learned. The China-focused three-row Tesla Model Y L isn't a great competitor. insideevs.com/news/779902/...

Crazie Cathie for the win.... $TSLA $TSLAQ

All non-violent Nazis: Please raise your right arm in salute, in agreement with Elon Musk... $TSLA $TSLAQ

2 MILITARY PERSONNEL, BELIEVED TO BE NATIONAL GUARD, WERE SHOT NEAR THE WHITE HOUSE — ABC NEWS SOURCES

PENTAGON CONCLUDED ALIBABA, BAIDU AND BYD SHOULD BE ADDED TO A LIST OF COMPANIES THAT AID THE CHINESE MILITARY

".. Just last month, Musk explicitly stated that Tesla aimed to have 500 Robotaxis in Austin by the end of the year. Now, 'doubling' the current estimated fleet suggests the actual number will be closer to 60." @electrek.co $TSLA electrek.co/2025/11/26/e...

FrUD's Take: "With 7 crashes in the first few months of operations, with supervisors preventing an unknown number of additional crashes, I don’t see Tesla safely removing the supervisors anytime soon." $TSLA $TSLAQ

$NVDA - CHINA REPORTEDLY BANS BYTEDANCE FROM USING NVIDIA CHIPS IN NEW DATA CENTERS Chinese regulators have reportedly barred ByteDance, the owner of TikTok, from using Nvidia chips in new data centers, according to The Information. The move comes after ByteDance bought more

Last week: "Quiet, Piggy." This week: An "ugly" reporter, "inside and out."

shocker...

Yikes.

This article heavily implies that ICE is being used in a custody dispute to help Karoline Leavitt's brother get his son and have the mother locked up in ICE detention

Not to pile on, but this definitely doesn’t help right-tail risk. $NVDA www.theinformation.com/articles/chi...

"Late last year, Musk said he expected vehicle sales to grow 20-30% in 2025. In Jan, said it expected a return to growth, before pulling that guidance the following quarter. In Oct, Tesla said growth would depend on macroeconomic factors" $TSLA $TSLAQ

China to ban Nvidia chips in new ByteDance datacenters - The information

NVDA TSLA TSLAQ

*DEERE SEES 2026 NET INCOME $4.00B TO $4.75B, EST. $5.31B

Li Auto turns to loss in Q3 as deliveries plummet Li Auto reported a net loss of RMB 624 million ($87.7 million) in the third quarter, marking its first return to a loss since the fourth quarter 2022. cnev.co/8i1KJQ8 👇

Tesla European sales are to decline 100K units this year while European EV market grows 30% $tsla $tslaq

White House Hopes to Save Elon From Testifying in DOGE Lawsuit https://gizmodo.com/white-house-hopes-to-save-elon-from-testifying-in-doge-lawsuit-2000691670

WeRide's CEO is optimistic about his company's driverless robotaxis expanding into the Middle East, Europe, and rich Asian nations such as Japan, Singapore and South Korea. trib.al/6YXbdho

X laid off half of the engineering team responsible for fighting spam and illegal content in October, a group already significantly reduced since Musk's acquisition. Learn more: https://thein.fo/43Oj4YU

Dealmaker: ‘Tis the Season for SpaceX Tenders SpaceX is surveying investors ahead of its next share sale, keeping up a tradition of tenders before the holidays. Read more from Katie Roof👇 https://thein.fo/49GMMD0

Uber launches true driverless robotaxi operations in the Middle East with WeRide [Video]

Usha Vance is “a mother of three...who gives lots of baths and forgets her ring sometimes," her spokesperson said.

ECB: High public debt in some nations could strain bond markets

ECB warns of 'persistently high valuations'

Kremlin's Ushakov: I am planning to discuss conversation leaks during phone call with US Witkoff - Tass.

Three things about the Witkoff tapes: 1) It appears Western intelligence services have decided to let Witkoff (and Trump) know they have recordings of their traitorous conversations w/Russia. 2) This Ukraine "deal" was all Witkoff's idea. 3) Congressional leaders should demand he be fired.

WTF? Why?

Monday: We’re not Enron. Tuesday: We’re delighted by Google’s success. When did $NVDA’s comms strategy become so erratic?

Very presidential...

*after*

"Design flaws caused a Tesla Model 3 to suddenly accelerate out of control before it crashed into a utility pole and burst into flames." f-st.co/hIUUWRG

Too little. Too late...

Other automakers don't want Tesla's garbage "FSD;" no one serious about AI wants xAI's garbage Grok; & no one serious about robots wants dopey Optimus. Meanwhile, SpaceX's "Starship propellant transfer" program - vital to Artemis III - looks more & more like fantasy. electrek.co/2025/11/24/e...

1. EXCLUSIVE Musk’s xAI has secretly built its AI supercomputer, Collusus, using Chinese-made transformers, a security risk that leaves it vulnerable to espionage or sabotage The use of Chinese components was previously unreported Collusus performs sensitive work for the U.S. military

Tesla Stock Catalysts. How it started. How it's going (in dog years). $TSLA $TSLAQ

Albert Edwards gets the @fortune.com treatment: “.. It will end in tears, that much I’m sure of.” fortune.com/2025/11/23/i...

RAM prices are so out of control that stores are selling it like lobster. Central Computers has started selling RAM at market prices, like you’d pay for the catch-of-the-day at a seafood restaurant 🦞 www.theverge.com/news/828337/...