market commentary

this is the thing about Tesla. right now the market cap sits at roughly **$924 billion**, flirting with the trillion-dollar mark. its share price hovers near $295, just shy of $300. before you decide whether to buy in, let’s break down what Tesla actually holds on its books, how it has performed, and what it can deliver in the years ahead.

When it comes to investing, timing is everything—but not in the way most people think. It’s not about catching the stock price at its exact bottom. It’s about recognizing the trough of the earnings cycle and positioning yourself before the recovery takes hold. Case in point: what happened around the end of 2009.

Markets saw a mixed session yesterday—tech closed slightly higher, while utilities and energy sectors pulled back. That dip in utilities? Chalk it up to U.S. treasury yields, which are now sitting just above 5%. Utilities often serve as bond proxies, and when treasury yields climb, investors look to rebalance. Something to keep on your radar as rising rates could cast a longer shadow.

Yogi Berra once said, “Nobody goes to that restaurant anymore because it’s too crowded.” A phrase that could just as easily apply to Facebook. People love to say it's obsolete—but behind the scenes, Meta’s products quietly dominate half the globe. It’s why Meta is one of only 11 companies in the world valued at over a trillion dollars.