그런데 시장 많이 안빠질 듯 왜냐

1) 다들 너무 배가 부름
2) 배가 안부른 개미들은 아직도 FOMO
3) 장빠지면 대재명 벌스 등장(할 듯)

그렇다면 섹터 로테이션을 노리자.

귀찮으면 걍 암것도 안하면 중간은 갈 듯.

TESLA $TSLA Q4’25 EARNINGS HIGHLIGHTS

🔹 Revenue: $24.90B (Est. $24.7B) 🟢; -3% YoY
🔹 Adj. EPS: $0.50 (Est. $0.45) 🟢; -17% YoY
🔹 Gross Margin: 20.1% (Est. 17.1%) 🟢; +386 bp YoY
🔹 Free Cash Flow: $1.42B (Est. $1.59B); -30% YoY
🔹 xAI Series E preferred stock investment: approx. $2B; expected to close in Q1'2026

Segment Performance:
🔹 Total automotive: $17.693B; -11% YoY
🔹 Energy generation and storage: $3.837B; +25% YoY
🔹 Services and other: $3.371B; +18% YoY

Other Metrics:
🔹 Total deliveries: 418,227; DOWN -16% YoY
🔹 Storage deployed: 14.2 GWh; UP +29% YoY
🔹 Active FSD subscriptions: 1.1 mil; UP +38% YoY
🔹 Supercharger connectors: 77,682; UP +19% YoY

Financials:
🔹 Operating Income: $1.41B (Est. $1.32B) 🟢; -11% YoY
🔹 Operating Margin: 5.7%; -50 bp YoY
🔹 Operating Cash Flow: $3.81B; DOWN -21% YoY
🔹 Capital expenditures: $2.39B; DOWN -14% YoY
🔹 Cash, cash equivalents and investments: $44.06B; UP +21% YoY

이 리포트

그때 말고 요새 나왔으면 어땠을까

생각보다 적은 월간 Hype 팀언락 물량에 HYPE 반등중

A notice to mariners sent by VHF radio from Iran on Thursday warned that it planned to conduct “naval shooting” in the Strait of Hormuz on Sunday and Monday. The Associated Press saw a copy of the message, which was initially reported by the firm EOS Risk Group.

https://x.com/jongambrellap/status/2016862715466158331?s=46&t=1vlQfdo9pC4lN6kyv0vNbQ

TETHER ALSO SPECIFICALLY DISTANCED ITSELF FROM COINBASE, TELLING SENATORS IT MET WITH THAT IT DID NOT AGREE WITH ARMSTRONG’S DECISION TO TAKE THE DISPUTE PUBLIC.

MICROSOFT SHARES TUMBLE 11% IN BIGGEST DROP SINCE MARCH 2020

아마 트럼프도 알꺼라 생각함
귀금속 랠리야 알빠 아니라거 생각할 수 있지만
산업금속 다음은 원유라는 걸
그리고 원유 가격이 오르면 어떻게 된다는걸

ETHEREUM FOUNDATION AND VITALIK TO CREATE $220M SECURITY FUND, FUNDED BY "THEDAO": UNCHAINED

SOURCE

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