Financial Markets Around World

The US technology sector is roiling because of DeepSeek. OpenAI is calling for banning Chinese AI from being used in the US because no one will pay the absurd amount they want to charge when there's an alternative for free. They were building a whole trillion dollar economic model off of making money from their AI services. Now it's crashing into nothing with alternatives out there. That's why they want to ban Chinese AI to force everyone in the Western world to have to pay for something they could have for nearly free. It's not it's only Chinese cheering for DeepSeek. The only people who want a ban are the people who were looking for the US to dominate AI so they make the money and the patriots and nationalists that only know it's bad because they can see their penises shrinking before them. That's why they have to ban everything from China.

A bubble, at the end of day, is a bubble no matter how big you blow it and how talented the bubble blower is.

Deepseek proved bubble's existence, and capital just need an excuse like tariff to realize that.

It looks like you just cannot buy tesla stock as an investment. It only works as a trading vehicle, as it is very volatile.

TSLA

EPS_ttm: ca. $ 2 Earning Per Share
EPS_2025e: ca. 2.7 (ca. + 30%)

Tesla's stock Price has moved from 148 P/E (= 400 / EPS_25e) to 87

From outer space to the stratosphere

the Price discounts significant Growth and stable Margins: Earning / Sales

And


And almost any Chinese stock, so to speak, struggles to move at a Price (P/E) of 10

It's obviously true that Chinese companies are subject to enormous competitive pressure (damn communists), while large American companies enjoy monopolies

1997, two Russians or two East Germans chatting:

- Comrade, everything they told us about communism was false

- Worse, comrade, much worse: everything they told us about Western capitalism was true.

JD (Hong Kong) and 10 P/E

TSLA (New York) and 100 P/E

1 minute to go....

My proprietary market indicators vis-a-vis S&P 500 on weekly basis:



At this juncture the market is probing between a correction or a bear ...

Meta, NVDA, AMZN all down 8-9%.