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]

Look. the math makes senseThe cards get 1% of allo.It's trading between 13-20b premarket.5000 cards.EV is $26-40kI fleeced someone ...

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]

And now let's bring in our next guest. He's former Ford CEO Mark Fields. He's going to discuss what this morning's data means for the industry.Uh Mark, I'd sort of actually like to get you started there on a point that Phil said doesn't get much attention. And I'm wondering if you can add your perspective about the energy deployed, 12.5% gawatt. Uh that's the highest on record for Tesla. What does that mean for the industry and what's your view on that.Well, obviously it's a a a growing part of Tesla's busi ...

Technology Advancement - Tesla released V4 Supercharger cabinets, a significant upgrade [1] - The new Supercharger boasts 3x power density and supports 2x stalls per cabinet, potentially up to 8 stalls [1] - The V4 Supercharger is designed for faster and cheaper deployment, and is Semi-ready at 1.2MW [1] Industry Impact - The upgrade aims to make road trips more convenient and potentially silence EV skeptics [1]