Feels weird to see JPM flip on TSLA after years of pain. If they’re calling it “physical AI,” maybe they’re trying to salvage some credibility. But with rates still sticky and capex heavy, I’m cautiously optimistic, not convinced.
Trend’s up, but JPM’s pivot feels late.
JPM’s ratings have been so wrong lately, this feels like PR. If they’re genuinely bullish, why not say it?
Everyone cheers dilution avoidance, but convertibles can still bleed equity later. Feels like optics until actual AI spend shows.
Still waiting for real AI capex before nibbling?
For a retail sleeve, would you trim TGT into this bet, rotate into WMT, or keep it as a speculative hold?
How do they justify $2B burn without margin relief?
Holding TGT; nervous but hopeful about the turnaround.
