It's clear that tensions between the US and Iran are growing. From what I've seen on X, the US has moved a fairly large portion of its military to the Middle East, including aircraft carriers. I can't predict whether it'll be the same as with Venezuela, because Iran has a much stronger military. So far I haven't made any changes to my portfolio and I probably wouldn't... Zobrazit více
While SpaceX is often talked about mainly in the context of Starlink and commercial launches, news has now emerged that pushes the company further into the hard defense business. According to Bloomberg, SpaceX, together with its subsidiary xAI, is participating in a classified Pentagon competition to develop voice-controlled autonomous drones. It’s a six-month project with a... Zobrazit více
European figures for November show a clear shift in the dynamics of the electric vehicle market. Sales Tesla $TSLA in the EU, EFTA and the UK fell year-on-year by almost 12% and market share dropped to 2.1%...
European data still don't bode well for Tesla. Year-on-year declines in sales and a falling market share indicate a combination of stronger competition, an aging product lineup and worsening brand perception. $BY6.F is also great and, in my view, has greater potential to prove itself.
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I'm just watching it for now and don't expect it to have a major impact on stocks. It depends on how large the intervention will be.