The "PHEV Fudge": Why Tesla is Still the BEV King
The headline numbers show BYD crushing Tesla with 4.6 million sales, but a deep dive into the 2025 delivery reports reveals a 'PHEV Fudge' that obscures the true state of the BEV race.
#Market Analysis
14 articles
The Equity-Gated Consumer: The $14B Wage Gap
While the S&P 500 hits record highs, a silent $14 billion vacuum in federal wages and a growing AI wealth effect are creating a recursive economy where only the asset-rich are participating.
The "Post-Incentive" Fire Sale: The $11,000 EV Gambling
The $7,500 federal credit is gone, but Kia and Ford are offering up to $11,000 off to clear lot inventory. Is it a deal or a depreciation trap?
The $18 Trillion Lie: Markets Price a Hallucination
Donald Trump claims tariffs have generated $18 trillion. The real number is a fraction of that. Here is why the sheer scale of this falsehood is a flashing red signal for tech investors.
The Used EV Timebomb: When 243,000 Leases Expire at Once
In 2026, a record 243,000 electric vehicle leases will expire, creating a massive glut in the used market. This deep dive explores the financial risks for automakers and the potential 'bargain of the century' for buyers.
Tesla Cybertruck 2025: The Real Story Behind the Sales Collapse
An in-depth analysis of the Tesla Cybertruck's 2025 sales slump, its struggle for practicality against the Rivian R1T, and whether it can ever become the mainstream workhorse Elon Musk promised.
The Great Rotation: Why Energy Stocks Are Crushing the Magnificent 7
A deep dive into the surprising 2025 market shift where energy stocks are outperforming the tech giants, driven by dividends, valuations, and global demand.
Norway Just Killed the Gas Car: 97.6% EV Market Share
In November 2025, Norway reached a staggering 97.6% EV market share. Here is how they did it and what it means for the rest of the world.
ADP Report Shock: Small Businesses Slaughtered, Tech Economy on Alert
The November 2025 ADP report reveals a stunning 120,000 job loss in small businesses, signaling a potential recession that could devastate the West Coast tech economy.
USA Compression Partners Acquires J-W Power Company: A $860M Strategic Move
An in-depth analysis of USA Compression Partners' $860 million acquisition of J-W Power Company, exploring the strategic benefits, financial impact, and what it means for unitholders.
The 2025 RAM Crisis: How AI is Eating the World's Memory Supply
Why RAM prices are skyrocketing and shelves are empty: The hidden cost of the AI infrastructure boom.
Bitcoin's November Crash: Analysis & Outlook
Why Bitcoin plummeted 35% in November 2025 and what it means for the crypto market.
Tech Stocks Rally on AI Optimism Despite Bubble Concerns
Tech stocks rebounded in November 2025 as Alphabet's Gemini 3 launch fueled AI optimism, though concerns about an AI bubble persist following mixed reactions to Nvidia's strong earnings.
Why Tech Stocks Plunged This Week Despite Nvidia's Strong Earnings
Tech stocks tumbled this week even as Nvidia crushed earnings expectations with $57B revenue, signaling investors are questioning whether AI valuations have run too far.