Summary of Key Points Core Viewpoint - Qizhan Holdings (01808) has executed significant sales of its holdings in Tesla and Palantir Technologies, indicating a strategic move to liquidate portions of its investment portfolio while maintaining a residual stake in both companies [1]. Group 1: Tesla Sales - The company’s wholly-owned subsidiary, Qizhan Hong Kong, sold 14,000 shares of Tesla between September 11, 2025, and October 1, 2025, at prices ranging from $362.33 to $450.88 per share, excluding transaction costs [1]. - The average selling price for the Tesla shares was approximately $416.44, resulting in a total sale amount of $5.8302 million [1]. - After the sale, the group retains 20,000 shares of Tesla [1]. Group 2: Palantir Sales - During the same period, Qizhan Hong Kong sold 38,000 shares of Palantir Technologies at prices between $166.10 and $185.35 per share, excluding transaction costs [1]. - The average selling price for the Palantir shares was about $180.53, leading to a total sale amount of $6.8602 million [1]. - Following this transaction, the group holds 20,000 shares of Palantir [1].

Core Viewpoint - Tesla's recent stock price increase is attributed to Elon Musk's purchase of 2.5 million shares, signaling confidence in the company's future and its AI initiatives [3][4]. Group 1: Stock Performance and Market Reaction - Tesla's share price rose by approximately 5.5% following the announcement of Musk's share purchase [2]. - The market capitalization of Tesla is currently $1.346 trillion, with projections suggesting it could reach $2 trillion by mid-2026 under a bullish scenario [4]. Group 2: Insider Confidence and Analyst Opinions - Analysts view Musk's insider purchase as a significant sign of confidence for Tesla, with some believing it indicates a commitment to the company's AI strategy [3][4]. - The consensus price target among analysts suggests a potential 20% decline from current levels, indicating mixed sentiments despite the positive short-term reaction [8]. Group 3: Future Projections and Operational Goals - Musk's new pay package proposal is tied to ambitious operational milestones, including delivery targets for Tesla vehicles and advancements in full self-driving (FSD) subscriptions [5][6]. - The successful pivot towards autonomous driving and AI is seen as crucial for Tesla's long-term growth and investor confidence [9].

Core Viewpoint - Qizhan Holdings (01808) announced the sale of 17,000 shares of Tesla at prices ranging from $285.69 to $353.91, resulting in a total sale price of approximately $5.82 million [1] Group 1 - The sale occurred between May 8, 2025, and September 10, 2025 [1] - The average selling price per Tesla share was approximately $342.32 [1] - After the sale, the company retains 30,000 shares of Tesla [1]

Core Viewpoint - Lehigh County has decided to cease purchasing new Tesla stock due to CEO Elon Musk's political activities and the company's declining financial performance [1][2]. Financial Performance - Tesla's earnings have decreased by 71% year-over-year, with auto revenues dropping by 20% and overall profitability significantly declining [3]. - As of May 6, Tesla stock has fallen over 27% since the beginning of 2025, and the company's Q1 revenue missed expectations [9]. Investment Decisions - Lehigh County's pension board, which manages $500 million in assets, voted 4-2 to halt new investments in Tesla and requested a report on options to divest from Tesla [3]. - The New York State legislators have called for the state to divest its $1 billion in Tesla holdings, and a candidate for New York City Comptroller has pledged to remove the city's $300 billion pension portfolio from Tesla if elected [4][5]. Broader Concerns - There is growing concern among various pension funds regarding investments in Tesla, with the Netherlands' largest pension fund selling its $600 million stake and Denmark's AkademikerPension divesting $20 billion in March [7]. - The Tesla Takedown movement is advocating for cities and states to develop resolutions to divest from all entities associated with Musk [8]. Market Perception - Marketing experts have indicated that Tesla has alienated its core customer base, suggesting that rebranding efforts may require significant concessions from Musk [9]. - The dissatisfaction with Musk's leadership is echoed by various stakeholders, including state treasurers and the American Federation of Teachers, who are urging major asset managers to consider divestment [6].