📈 Tesla’s $1 Trillion Bet Explained

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Good Morning & Happy Monday!

This week, we’re diving into gold’s record-breaking rally, Tesla’s trillion-dollar bet on Musk, and whether Apple’s iPhone 17 launch is a sell-the-news setup. Plus, a closer look at Hyperliquid’s stablecoin move, the PGJ China ETF, and why silver may be waking up.

Grab your Iced Latte and let’s get into it. ☕️ 👇️ 

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Market News

🥇 Gold Climbs to Fresh Record After Bets on Fed Rate Cuts Surge
Gold hit a new record above $3,604 an ounce Monday, lifted by weak U.S. jobs data and rising bets on Fed rate cuts. Traders now expect up to three cuts this year, boosting demand for non-yielding assets like gold. Geopolitical risks, inflation concerns, and uncertainty over Fed independence, especially amid Trump’s renewed pressure, are fueling the rally. Gold and silver have more than doubled in three years, with some analysts eyeing $5,000 gold if investor sentiment shifts further.

🏘️ Why A Push To Lower Mortgage Rates Could Backfire
President Trump has urged the Fed to cut interest rates, hoping to ease mortgage costs and reduce government debt payments. But experts caution that if markets see the move as politically driven, inflation expectations could rise, pushing long-term rates, and borrowing costs, even higher. While the Fed controls short-term rates, mortgages are tied to long-term Treasury yields, which respond to inflation fears, not political pressure.

📱Is the iPhone 17 Launch the Top for Apple Stock?
Apple just lost another key AI researcher, this time to Meta, and investors are noticing. With at least 10 exits from its Foundation Models team, concerns are growing that Apple is falling behind in the AI race. Next week's iPhone 17 event might bring thinner phones and sharper cameras, but Wall Street isn't expecting an AI breakthrough, and some see it as a potential "sell-the-news" moment.

🔋 Tesla Floats a Trillion-Dollar Pay Plan for CEO Elon Musk
Tesla just dropped a potential $1 trillion pay package for Elon Musk, yes, trillion with a "T." To cash in fully, Musk would need to drive Tesla’s market cap to an eye-watering $8.5 trillion and hit a string of bold milestones, including 1 million robotaxis and $400B in adjusted Ebitda. It’s high stakes and high drama, with Musk threatening to walk if he doesn't get assurances, including a 25% voting stake. Shareholders vote on the deal Nov. 6.

Invest & Strategies

🌆 How to be a Successful Landlord
The older he gets, the less Financial Samurai enjoys being a landlord. Too much room for misunderstandings, stress, and frustration, especially when people and a major asset collide. In his latest post chronicling life as a landlord since 2005, he highlights the importance of clear boundaries, and makes a strong case for hiring a property manager to keep things strictly business.

👀 Popular DEX Hyperliquid Moves Forward to Launch Proprietary Stablecoin
Hyperliquid is entering the stablecoin race with USDH, a native dollar-backed token now pending approval via validator vote. With 95% of its $5.6B stablecoin supply currently in USDC, the move directly challenges Circle’s dominance on the platform. And with $398B in monthly derivatives volume, Hyperliquid isn't small potatoes, USDH could quickly find traction, and Circle may have reason to watch closely.

🤔 Some of the Top China Stocks Reside in This ETF
China stocks are quietly outperforming, and PGJ is riding the wave. The Invesco Golden Dragon China ETF (PGJ) is up 11% in just three months, leaving the S&P 500 in the dust, thanks to powerhouses like Alibaba, JD.com, and Yum China. With over 75% exposure to consumer and communication names, PGJ skips the state-owned drag and leans into growth. For investors eyeing China’s rebound, PGJ might be the sleeper ETF worth a closer look.

🤖 C3.ai Down 33% - Time to Buy the Dip?
C3.ai just hit a rough patch. Founder Tom Siebel stepped down for health reasons, and the company’s Q1 revenue plunged 19%, missing forecasts by a wide margin. That shake-up, paired with a $70 million net loss, sent the stock tumbling 33% in a month. But with over 130 AI tools across 19 industries and a new CEO at the helm, some see this dip as a potential reset, maybe even a buying opportunity.

🥈 Silver - The Sleeping Giant Awakes
Silver’s starting to sprint. While gold’s been the heavyweight in the spotlight, thanks to massive government buying, silver’s quietly remained a retail darling. But now? Retail is charging in, and silver looks ready to play catch-up. We’ve seen this before: in 2020, silver surged to close the gap. Clem Chambers thinks this feels like another one of those moments.

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