Tesla’s wheel-free gamble may have just frozen robotaxis for years...

Tesla (TSLA) shares tumbled nearly 6% to close at $354.08 following a double blow of investor disappointment and immediate regulatory scrutiny after the public debut of its autonomous Cybercab fleet on active public streets in Austin. Within hours of the rollout, the National Highway Traffic Safety Administration (NHTSA) launched an official audit into Tesla's self-certification process, specifically targeting the safety implications of operating vehicles entirely devoid of manual overrides like a steering wheel or pedals. This federal probe, combined with Wall Street's frustration over a lack of production timelines, concrete revenue projections, and liability frameworks at the launch event, heavily punished Tesla's aggressive valuation growth premium, erasing all pre-launch gains as markets price in prolonged legal and regulatory delays.

Is TSLA AI premium broken or is this regulatory reality?

Source: IB Times

Setting politics aside, how's everyone playing the US Canada counter tariffs on pure market fundamentals?

Canada’s retaliatory tariffs officially kicked in today, putting taxes from 15% to 50% on US goods everything from steel & farm machinery to paper & packaging, to home appliances & dairy.

Every time this hits the news, comments immediately turns into a political debate.

But if we strip away the political noise, I’m tryin to look at how this actually impacts specific sectors and earnings. How are you guys evaluating the situation?

I only started taking Reddit seriously recently. It's less performative than other apps, and in the topics I care about I actually find useful stuff. Everything is AI now, so finding something that feels real is harder than it should be.

I checked RDDT on moomoo and the market cap is only around $28 billion. Some people still talk like this can 10x from here. I get the moat argument: the community is here, advertisers are here. What I can't feel from just scrolling is whether ad budgets keep rising, or whether they can keep the content under control.

Am I only thinking the stock is cheap because I like the product?

BE rose about 20% in the five trading days before its S&P 500 inclusion was confirmed, then another 5.4% after the announcement.

I looked at 63 historical S&P 500 additions. The median announcement reaction was about 1.6%, and names that had already run up significantly before confirmation tended to see much less additional benefit into the rebalance.

That doesn’t mean BE has to follow the historical pattern. Its own fundamentals, momentum and market environment matter much more from here.

Curious how others are thinking about the balance between the inclusion catalyst and BE-specific upside.

Oura's massive IPO headline looks enticing..A deeper look at the filing reveals several significant warning signs...

https://www.wsj.com/finance/robinhood-wins-a-new-role-in-the-oura-ipo-underwriter-9a76c632

Any other reasons (please add) why I should sit this one out?

Insider Timing: Appointing HOOD'S CFO to the board right before filing ... 🚩

Margin Compression: Slim profit margins and heavy hardware costs - While its revenue grew 74% to $1.21Bn over a nine-month period, its profit was a slim $60.8MnMega-Cap

Competition: Deep-pocketed tech giants like Apple, Samsung, Google, and Amazon..

Add others or convince me to subscribe.

The increase is aimed at improving gross margins rather than gaining market share, according to DIGITIMES, as global PC shipments are expected to fall to roughly 250M units in 2027.

Intel is also reportedly considering discontinuing its low-margin Small Core lineup, which could create an opening for Qualcomm and MediaTek in industrial PC and IoT markets.

The company may also cut another 5% to 10% of its workforce, with headcount currently around 75,000.

Apple is expected to launch its first foldable iPhone tomorrow, September 9. Will their late into the foldable market allow them to compete with established players for customers specifically seeking a "foldable" device, or will Apple fans simply buy it because they are Apple fans?

The question is whether this product is enough to affect Apple's growth. A $2,500 phone, I think, is pretty expensive (or maybe I'm just broke lol), so the sales volume doesn't need to be massive for the revenue to still be significant. This is the part that confuses me.

I just don't know how much of this the market has already priced in.

The Robinhood Ventures Fund is still pretty close to NAV. I’m thinking about opening a position given some of their holdings like OpenAI and Oura are looking to IPO soon and others like Stripe, Revolut, and Databricks seem like solid private companies.

What are your thoughts on the fund? I’m in ARKVX but don’t want to heavily go in given that you can’t necessarily sell when you want but RVI seemingly is different.

Nvidia has effectively become the Berkshire Hathaway of the technology sector, holding stakes across nearly every industry. Its CUDA platform now underpins R&D work in fields ranging from healthcare to automotive and robotics.

Although Nvidia is fundamentally a chip design company, its technology remains years ahead of the competition even China has yet to close the gap. Europe, Asia, Japan, Korea, the UAE, and China all rely on the Nvidia stack.

This means that in a worst-case scenario, if Nvidia were to fail, the ripple effects could destabilize the global economy along with it.