📈 Tesla TANKS

Plus: Alibaba makes video model entirely free

Good Morning & Happy Wednesday!

Tesla takes a hit, Bitcoin is at a crossroads, and Supermicro is soaring. Meanwhile, Nvidia’s massive earnings report drops tonight, and all eyes are on the AI chip leader.

Grab your flat white and let's get into it! ☕️👇️

Disrupting a Trillion Dollar Market

Isn't it time we build houses like everything else? BOXABL thinks assembly line automation can lead to building homes faster, at a higher quality, for a lower cost.

Protected by 53 patent filings, BOXABL has raised over $170M since 2020 from over 40,000 investors.

They believe BOXABL has the potential to disrupt a massive and outdated trillion dollar building construction market.

Click here to learn more about investing in BOXABL.

Disclosure: *This is a paid advertisement for Boxabl’s Regulation A offering. Please read the offering circular here. This is a message from Boxabl

Markets

🇺🇦 Ukraine reportedly agrees a critical rare minerals deal with the U.S.
Ukraine and the U.S. have reached a draft agreement to jointly develop Kyiv’s rare earth minerals, oil, and gas, according to the Financial Times. The deal reportedly drops a U.S. demand for $500 billion in potential revenue, strengthening ties between the two nations. President Donald Trump hinted at progress, confirming Ukrainian President Volodymyr Zelenskyy’s visit on Friday.

🧠 Here's How Intel Can Still Be an AI Winner
Intel's AI accelerator push has faltered, with its Gaudi chips failing to challenge Nvidia due to software hurdles and weak sales. The company missed 2024 AI chip sales targets and has now scrapped Falcon Shores as a commercial product, shifting to rack-scale AI solutions, which won’t arrive until 2026. However, Intel’s Xeon server CPUs could still benefit as AI workloads shift from training to deployment.

📊 The price of bitcoin is at a ‘critical juncture’
Bitcoin briefly plunged below $86,000, its lowest since November, as the Bybit hack and SEC scrutiny rattled markets. BTC had hovered between $91K and $102K for weeks, peaking at $109K last month. Analysts warn macro trends could drive its next big move, with Bitcoin sitting at a crucial turning point after nearly 90 days of consolidation.

🔋 Tesla Stock Wipes Out $100 Billion as Data Shows Europe Sales Are Down 45%
Tesla (TSLA) plunged nearly 9% on Tuesday, wiping out $100 billion in market value, after data showed its European market share halved. The 9,945 Teslas sold in January marked a 45% year-over-year drop, while overall EV sales in Europe surged 37%, signaling Tesla’s grip on the market is slipping.

🖥️ Super Micro stock surges premarket after finally filing delayed reports
Super Micro Computer (SMCI) jumped in pre-market trading after filing its delayed financial reports, securing its Nasdaq compliance. The delays followed Ernst & Young’s resignation over governance concerns. Since February 11, Supermicro stock has surged 36%, fueled by bullish 2026 revenue guidance of $40 billion, a 70% jump driven by Nvidia Blackwell server demand.

Quick News

EARNINGS

Nvidia’s Big Day

Nvidia is set to drop its highly anticipated Q4 earnings after the bell today, and Wall Street is watching very closely. The AI chip giant has been riding an insane wave of demand, with its Blackwell line of chips at the center of it all. But with the looming threat of tariffs, export controls, and growing competition, the stakes have never been higher.

Tech titans like Amazon, Google, Meta, and Microsoft are pouring billions into AI, and a huge chunk of that cash is flowing straight to Nvidia. However, clients turned rivals and more efficient AI models, like those from China’s DeepSeek, could shake things up.

UBS analysts just doubled their estimates for Blackwell’s Q4 contribution to $9 billion, signaling strong demand. But Nvidia's future guidance will be just as crucial, Wall Street expects $42.5 billion in Q1 revenue projections.

With options pricing in a wild 8.5% stock swing, any earnings miss or guidance slip could send NVDA’s stock into a tailspin. Investors are bracing for impact.

👀