Many, many people will agree with you.

Tesla sales are down significantly due to Musk and the lost tax credits.

But if - still a huge if! - Tesla does achieve true self-driving with a cheap, vision-only system, sales and pricing will surge.

Investors should have minimal exposure. Work on watchlists, focusing on relative strength even if the stocks don't have perfect charts. Remember that today's resilient stocks can be the next ones to crack if the market continues to slide. 6/6

Nvidia sold off last week, below its buy point and the 50-day line. It was a key contributor to Thursday's ugly market reversal. But, while it's definitely damaged, it's not broken like many tech leaders. Taiwan Semi, Broadcom are similar. 5/

Apple has a four-weeks-tight that formed around the top of a buy zone from a long consolidation, one of several stocks with tight entries amid market volatility. 4/

Health care - notably big pharma, biotechs and some medical device/systems/testing firms - is thriving. Eli Lilly topped a $1 trillion valuation on Friday, the first medical stock to do so. 3/

Bitcoin, seen as a possible culprit for stock market woes, continue to bounce from Friday's lows over the weekend. But it's regaining just a small fraction of its sell-off since early October. 2/

Nvidia pump and dump was a surprise, but it shouldn't have been. It's the fifth straight time that $NVDA initially rallied, then pared gains/reversed lower that day and/or next day ... usually with several days/weeks of declines. 2/2

How important is it? It certainly seems to be a big step up as a Level 2 driver-assist system. We'll have to see how v14 shakes out in terms of progress there is toward self-driving. That's a high bar. 2/2

Australia and the U.K. are great markets to view the EV battle. Rich nations, but not much in the way of local champions (esp. Australia). No big tariffs.

Limit the damage, buy some time. Maybe the tariffs go away after Trump, but these countries will presumably shift their economies and politics toward China.

Yeah, I was thinking of the broader Geely Group, including Volvo, Zeekr, etc.

With Geely booming and Tesla set to see a post-Q3 drop-off, will get interesting on the BEV front.

Good point on the Asia "deals." I was trying to cover a number of topics in limited space.

Geely is the world's No. 2 EV maker (including PHEVs) and absolutely booming. Not sure about BEV sales but it must be getting close to Tesla for No. 2 (esp. after Tesla's Q3 one-off).

Meanwhile, it's peak earnings week. Meta/Microsoft/Google/Amazon artificial intelligence comments and capex plans have enormous implications for AI, which is leading the stock market and economy.

The Fed is set to cut rates on Wed., with markets betting on a Dec. move as well. 2/2