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Claret Asset Management Q2 2025 Quarterly Letter

S&P 500 nears record high, completing stunning comeback from April sell-off. In analyzing the supply and demand of housing, it is obvious that supply is the main problem...

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TSLA

Tesla: Here’s What People Are Misunderstanding

Tesla’s disruptive potential in AI, robotics, and energy could justify massive upside despite valuation concerns. Find out why TSLA stock is a strong buy...

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TSLA

SpaceX to invest $2 billion in Musk’s xAI startup, WSJ reports

The investment follows xAI's merger with X and values the combined company at $113 billion, with the Grok chatbot now powering Starlink support and eyed for future integration into Tesla's Optimus robots, the report added. In response to a post on X about whether Tesla, could also invest in xAI, Elon Musk said on Sunday, "It would be great, but subject to board and shareholder approval," without confirming or denying the Journal report on SpaceX's investment plans in xAI...

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TSLA

Core CPI In Focus With JPMorgan, Goldman, Netflix Set To Report Earnings

This week witnesses earnings from banking giants like JPM, WFC, BAC, BLK. Investors may also look at Core CPI and Core PPI on Tuesday and Wednesday...

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Tesla: No Longer Just An Automotive Company But An AI Leader (Rating Upgrade)

Tesla’s AI-driven future in robotaxis and robotics is taking center stage as investor focus shifts beyond deliveries. Learn why TSLA stock is upgraded to buy...

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TSLA

Contrarian Opinion: President Trump’s “Big, Beautiful Bill” Could Give a Big Boost to Tesla Stock… for Now

President Trump signed the "Big, Beautiful Bill" into law on July 4...

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TSLA

Tesla’s biggest asset is Musk, but he needs guardrails: Dan Ives

Tesla (TSLA) bull Dan Ives, who is global head of technology research at Wedbush Securities, posted on X a series of actions he would like to see the company's board take in regards to CEO Elon Musk. Musk didn't like the post, telling Ives to "shut up." Ives discusses the interaction and why he still likes the stock. To watch more expert insights and analysis on the latest market action, check out more Market Domination here...

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TSLA

Tesla reportedly close to starting sales in India

Tesla may finally start selling its EVs in India with a showroom slated for Mumbai...

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TSLA

Tesla Reportedly Has Yet to Apply for Driverless Taxi Permits in California

Tesla (TSLA) has not yet applied for the permits needed to operate driverless taxis in California, m...

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TSLA

Tesla Seeks Phoenix Green Light for Robotaxis

Application covers tests with and without a driver by late July...

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