Given central banks buying gold and divesting Treasuries, what does this mean for the dollar’s reserve status longer term?

Is nuclear really the only viable baseload option for AI data centers compared to alternatives like hydro, geothermal, or advanced battery storage?

It’s rare to see a biotech play that hits so many boxes: animal welfare, environmental safety (by protecting birds of prey from secondary poisoning), and public health. With California and other states tightening restrictions on second-generation anticoagulants, SenesTech seems perfectly positioned for a regulatory tailwind. The question is whether they can execute on the distribution side before a larger player enters the space.

It’s rare to see a biotech play that hits so many boxes: animal welfare, environmental safety (by protecting birds of prey from secondary poisoning), and public health. With California and other states tightening restrictions on second-generation anticoagulants, SenesTech seems perfectly positioned for a regulatory tailwind. The question is whether they can execute on the distribution side before a larger player enters the space.

In light of Prime Minister Takaichi’s warnings about speculative yen moves and heightened intervention risk — especially with markets already pricing in possible action after recent rate checks and sharp FX swings — how do you differentiate between verbal intervention (jawboning) and actual coordinated market intervention in terms of how traders should position USD/JPY?

I'm not on X. Can you share it here?

Interesting overview, but do you see this ‘Sell America’ trend as a short-term rotation or a longer structural shift in capital flows?

You make a fair point — Musk has more platforms, tech leverage, and infrastructure than any other founder in the space. The upside is undeniably huge. My only lingering concern is that every pillar you mention (FSD, robots, batteries, semis, regulatory support) requires major execution over long timelines. The future could be massive, but the path there is still uncertain, which is why investors are split. To me, it’s not about doubting Musk — it’s about understanding how much of the current stock story depends on near-perfect follow-through.

Actualy, it looks like you did post it here: https://talkmarkets.com/content/stocks--equities/tesla-or-stressla?post=533427

Another good video, thanks.