$Tesla (TSLA.US)$ investors and speculators are piling onto put options that could shield them from continued share slump as the market cap fell below $1 trillion again, weighed down by concerns over the potential ramifications from CEO Elon Musk’s deeper dive into politics.
The stock tumbled as much as 8.4% to $288.77 after Musk said over the weekend that he set up the new America Party in a bid to field a sl...

$Tesla (TSLA.US)$ From Trump's and the White House's statements, it seems they are not very fond of Musk. Now it appears the Democratic Party has expressed support for Musk. The Republican Party seems reluctant to directly confront Musk, which is milder than expected, and further observation is needed. 👀

$Tesla (TSLA.US)$ It is estimated that with the establishment and operation of the American party, at least a continuous injection of funds equivalent to 60 billion to 100 billion USD will be needed, sustained until the party disbands. This is due to the staggering number of lawsuits and political activities that will arise. The time and energy required will far exceed Musk's influence over DOGE, which will lead Tesla to restrict Musk's actions in his official capacity. Other technology companies, such as Starlink and Brain-computer Interface, will also be affected one after another. It should be noted that Musk has a limited political capacity and cannot balance and coordinate party politics. Therefore, if the American party is not Musk and Trump performing a duet to pave the way for the 2026 and 2028 elections, then it will lead to a confrontation between the Democratic and Republican parties. The last person who attempted this and failed, thus accepting the bipartisan system to achieve success, was Trump. Trump originally planned to establish a new party after his failure in 2020 to resist the Democrats and break away from the Republican establishment, but he ultimately failed and returned to the Republican Party, forming alliances, stoking internal conflicts within the Republican Party, and achieved control through balancing different factions to win the election. Musk does not possess this capability but attempts to learn from the Taiwan People's Party's Ko Wen-je, trying to control the Democratic and Republican parties through a centrist position, with each of the two Democratic senators holding 48 seats, Musk with 2 to 4 seats, and the two parties in the House of Representatives each having 210 seats, Musk having around 10 to 15 seats. This would lead to the United States transforming into a multi-party system, ultimately resulting in the collapse of the two-party system and evolving into three or five parties, similar to Germany's model, completely destroying the American system of checks and balances. Therefore, if this is the goal, then it is a point of no return! Tesla will plummet, becoming a target of restrictions, with all advantages disappearing, until it goes bankrupt and exits the stock market. Conversely, if it's a duet with Trump, then there is bright prospects ahead. Regardless of which scenario plays out, the short-term and medium-term outlook remains Bearish.

$SPDR S&P 500 ETF (SPY.US)$ there is no evidence of a pull back, nothing but bullish momentum. tomorrow I'm calling for 623 maybe a push to 625. then a sell off back to 622-623.

$CNC 250919 37.50C$ All Medical insurance will decline, and the passage of the Beautiful America Act will reduce revenue by at least 60%. The income of the insurance comes from government subsidies. If the government reduces the subsidies, the income will plummet!

$Circle (CRCL.US)$ In July, the interest rate cut will cause stock prices to plummet.

$Circle (CRCL.US)$ has soared nearly 600% since its IPO, and $Coinbase (COIN.US)$ , which co-issues USDC with it, has also ridden this wave, surging nearly 40% in a month.
Crypto mining stocks saw a sharp rally on Thursday, fueled by $CoreWeave (CRWV.US)$'s acquisition plan for $Core Scientific (CORZ.US)$. Associated firms like $Applied Digital (APLD.US)$ and $Galaxy Digital (GLXY.US)$ also benefited from the bullish sentiment...

$Circle (CRCL.US)$ The proportion of circulating shares is too low, and trading a few thousand shares will cause intense price fluctuations.

$Circle (CRCL.US)$ The bottom is roughly between 185 and 195, and there will be a rebound unless interest rates are cut or other companies launch various stablecoins, in which case the stock price will drop to between 145 and 155. The probability of this happening in the near future is low!

$Micron Technology (MU.US)$ Theoretically, if there is an increase tomorrow and the day after, the maximum value will be between 136 and 150. If there is a decrease, it will drop in the morning session tomorrow, with a range of 105 to 115. If it is between the two, there will be a continued increase next week under the premise of a sideways market.