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So take a look at GM as just an example, see if you feel like that exposure is now priced into the market or view whether or not you think that the likelihood of the full tariff impact as priced in by the market is likely to happen.

So Tesla's coming back from the sharp drop it saw early this year. At one point, the stock was down 40% year to date. It's come back a bit lately. The next data point for that next week, we're going to get Q1 deliveries. Analysts are looking for about a 7% decline year over year from last year's first quarter. So that's taking into account some of the brand's impact.

So Tesla's coming back from the sharp drop it saw early this year. At one point, the stock was down 40% year to date. It's come back a bit lately. The next data point for that next week, we're going to get Q1 deliveries. Analysts are looking for about a 7% decline year over year from last year's first quarter. So that's taking into account some of the brand's impact.

So Tesla's coming back from the sharp drop it saw early this year. At one point, the stock was down 40% year to date. It's come back a bit lately. The next data point for that next week, we're going to get Q1 deliveries. Analysts are looking for about a 7% decline year over year from last year's first quarter. So that's taking into account some of the brand's impact.

from Doge and Elon Musk's activities with the Trump administration. And so the question comes, not necessarily those numbers. I mean, the stock is going to move next week, kind of whether it's better or worse than people had kind of feared. But the question becomes, is Q1 going to be the low, the heaviest impact on the brand from that, or whether there's going to be a normalization going forward.

from Doge and Elon Musk's activities with the Trump administration. And so the question comes, not necessarily those numbers. I mean, the stock is going to move next week, kind of whether it's better or worse than people had kind of feared. But the question becomes, is Q1 going to be the low, the heaviest impact on the brand from that, or whether there's going to be a normalization going forward.

from Doge and Elon Musk's activities with the Trump administration. And so the question comes, not necessarily those numbers. I mean, the stock is going to move next week, kind of whether it's better or worse than people had kind of feared. But the question becomes, is Q1 going to be the low, the heaviest impact on the brand from that, or whether there's going to be a normalization going forward.

So we're not obviously going to know that information for a little bit, but that's the question investors are going to be asking when they get that data. And then further from that, looking longer term, the Tesla story is less about its current EVs and the deliveries that are going to happen month to month or even for the foreseeable future. It's more of a technology plate generally.

So we're not obviously going to know that information for a little bit, but that's the question investors are going to be asking when they get that data. And then further from that, looking longer term, the Tesla story is less about its current EVs and the deliveries that are going to happen month to month or even for the foreseeable future. It's more of a technology plate generally.

So we're not obviously going to know that information for a little bit, but that's the question investors are going to be asking when they get that data. And then further from that, looking longer term, the Tesla story is less about its current EVs and the deliveries that are going to happen month to month or even for the foreseeable future. It's more of a technology plate generally.

So autonomous vehicles, robots, solar build out in general. So if you're looking at it from an investment point of view, you're kind of questioning to what extent Tesla can get those more futuristic technologies online in the near term.

So autonomous vehicles, robots, solar build out in general. So if you're looking at it from an investment point of view, you're kind of questioning to what extent Tesla can get those more futuristic technologies online in the near term.

So autonomous vehicles, robots, solar build out in general. So if you're looking at it from an investment point of view, you're kind of questioning to what extent Tesla can get those more futuristic technologies online in the near term.

So it's still pretty sluggish. I think if we're looking at the turkeys, Broadcom is a standout. It's down about 12% in the past week. The main catalyst for that is Microsoft announced that it's scrapping some data center plans related to AI. So a lot of the AI infrastructure stocks were down, including Broadcom. Broadcom has exposure to those kind of big supplier projects. agreements.

So it's still pretty sluggish. I think if we're looking at the turkeys, Broadcom is a standout. It's down about 12% in the past week. The main catalyst for that is Microsoft announced that it's scrapping some data center plans related to AI. So a lot of the AI infrastructure stocks were down, including Broadcom. Broadcom has exposure to those kind of big supplier projects. agreements.

So it's still pretty sluggish. I think if we're looking at the turkeys, Broadcom is a standout. It's down about 12% in the past week. The main catalyst for that is Microsoft announced that it's scrapping some data center plans related to AI. So a lot of the AI infrastructure stocks were down, including Broadcom. Broadcom has exposure to those kind of big supplier projects. agreements.

So it's in a position where as these larger companies scale back their AI ambitions, it might be affected. So I think that speaks to the larger, the question of where we are in the AI cycle, if the trillions of dollars in build-out that people expected is going to happen at the pace they expected, or whether companies are going to look around and start to save cash a

So it's in a position where as these larger companies scale back their AI ambitions, it might be affected. So I think that speaks to the larger, the question of where we are in the AI cycle, if the trillions of dollars in build-out that people expected is going to happen at the pace they expected, or whether companies are going to look around and start to save cash a

So it's in a position where as these larger companies scale back their AI ambitions, it might be affected. So I think that speaks to the larger, the question of where we are in the AI cycle, if the trillions of dollars in build-out that people expected is going to happen at the pace they expected, or whether companies are going to look around and start to save cash a

having more modest ambitions for their AI build out.