What will the American mega-stocks be worth tomorrow? What will they be worth when Asian markets are larger, more competitive and more open, and Europe is closed to them? The Age of Trump has catalysed the end of the Age of American Exceptionalism. Apple and Telsa provide scenarios on how it all may come about.

Tesla’s spectacular rally this week shows why it’s the stock to short if you think Harris will win. As the world becomes less stable, Deftech is the next new thing. But, the adoption of new battlespace tech is being slowed by bureaucracy, Primes and dumb thinking – factors common to every government and business.  

Nvidia? Meta? Apple? and Tesla? Time for a rethink on when it comes to global stocks. The Magnificent Seven is now the Fab Four… Telsa is definately out the Game. I wonder who will eventually buy it?

The future of the Auto-sector is likely to comprise a mix of technologies. What does that mean for Tesla – which is under increasing pressure from competition, technology and the maturity of the EV market.

Markets have a habit of getting over-excited. They get FOMO and become over hasty. Although the outlook is improving, there is certainly little to justify some of the more speculative hype dominating market moves. Time a bit of rational thinking and common sense – consider Tesla as an example of misplaced hopes.

What nefarious plan does Musk have in mind for Twitter? How does it relate to his empire of cars, tunnels, satellites, rockets and neural-links? How real is it and how much is hype. What is Musk playing at? Your guess is as good as mine.

Football, the beautiful game, is anything but pretty this morning. Could the mass-revulsion trigger something fundamental in terms of the shift towards stakeholder capitalism? Meanwhile, markets remain on highs, but there as signs the madness has gone too far. Do cracks in cryptos and over-priced stocks mean a wobble is coming? And, as the Shanghai Motor Show gets headlines – how deep is Tesla’s Moat? Not very…