Breaking: Ford considers terminating the electric version of its F-150 pickup, a move that would make the money-losing truck America's first major EV casualty. https://t.co/QU8wfDbFY2 ...

Technology & Innovation - Tesla's new Redwood City Supercharger achieves 500kW power output, setting a new EV charging record [1] - The 500kW power is equivalent to roughly 670 horsepower [1] - Next-gen V4 chargers utilize liquid-cooled cables to manage high current and prevent overheating [1] - Potential for 1-megawatt charging is anticipated due to advancements in power grids and solid-state batteries [2] Charging Performance - The Supercharger can provide a Cybertruck with 200 miles (321.87 kilometers) of range in just 15 minutes [1] - Highway pit stops can achieve 10-80% charge in under 20 minutes [1]

Big Tech Earnings & AI - Microsoft's earnings were not massively disappointing, and the OpenAI news is positive for the company in the long term [2] - The market is waiting for Amazon's earnings report [3] - Alphabet's search business is strong, with growth in Gemini [3] - AI is a significant theme for all companies, influencing capex decisions [4] Market Inflection & Strategy - The market is in a phase of digestion, pausing to assess recent Fed announcements and earnings reports, while awaiting further earnings and ECB updates [4] Commodity Focus: Uranium & Gold - Uranium miners are a recommended theme due to exploding global power demand driven by AI, EV, and electrification [5][6] - The uranium market is undersupplied, with rising demand from data centers and new reactors, making it a durable commodity story [6] - Gold is currently in a consolidation phase, with clients happy to hold it, and potential for institutional investment [7][8]

Market Trends & Competitive Landscape - Full-size SUVs like Ford Expedition and Chevy Tahoe are experiencing high demand, reaching levels not seen in two decades [2] - Ford is capitalizing on tariffs imposed on Stellantis' (RAM) trucks made in Mexico, creating an opportunity to gain market share [5] - GM and Ford are seemingly reducing their focus and investment in EVs, a move that is being received positively by investors [6] Company Performance & Strategy - GM is laying off hundreds of workers despite strong earnings reports [1] - Both GM and Ford are acknowledging and appreciating the Trump administration's incremental tariff relief measures [3] - GM possesses greater established battery and EV production capacity compared to Ford [7] - GM's EV sales have been disappointing, failing to meet anticipated demand [7] - Ford's EV business is losing significant money, leading to cutbacks predating recent policy changes [9] External Factors & Challenges - Tariffs continue to pose real cost issues for automotive companies [2] - The elimination of the $7,500 federal tax credit has impacted EV demand [8] - Companies are actively working to mitigate costs associated with the president's policies [4]

Tesla’s safety regulators in Europe are joining an expanding global effort to more closely scrutinize the door handle design popularized by the world’s top EV maker https://t.co/8tjCfnSpo9 ...

Policy & Regulation - The report discusses Trump's hydrogen cuts and their beneficiaries [1] - Germany's latest multi-billion Euro EV package is highlighted [1] Industry Focus - The report focuses on the Green Daily sector [1] - It provides insights into the hydrogen and electric vehicle industries [1] Call to Action - The report encourages readers to subscribe for more information [1]

Financial Analysis - Cards receive 1% of allocation [1] - The market is trading between $13 billion and $20 billion premarket [1] - With 5,000 cards, the expected value (EV) ranges from $26,000 to $40,000 [1] Transaction Outcome - A transaction resulted in a significant gain for one party [1]

RT Tesla Owners Of San Joaquin Valley (@SjvTesla)⚰️Scary month... For some they might be dead already👻 and unaware 😳... NFA #evsforall https://t.co/Y5AyIhzus9 ...

Tesla stock, the biggest gainer among members of the Magnificent Seven in the third quarter, has lost ground in recent days despite a better-than-expected deliveries report from the EV maker. Monitor these crucial chart levels. https://t.co/VnPdep8osb ...

Electric Vehicle (EV) Market Trends - The U S is becoming more accessible for EV chargers [1] - The market for electric vehicles is slowing down [1]