Market sold off today on weak jobs data, but here’s the thing:
Labor can weaken without crushing earnings (Powell actually wants it weaker).
Only a full deterioration of the labor market really breaks the bull case.
We’re not there… need more data.
Lower rates + decent labor…
Why we're invested in $TSLA?
When I think about investing, I ask two questions: Is it halal? And does it serve the interests of the Ummah?
Tesla checks both boxes. Its products are halal, it doesn’t rely on riba, and innovations like Full Self-Driving save lives.
Some argue…
August Jobs data is messy.
• Actual: 22k
• Est: 75k
• Prior: 79k
Big miss. Now it’s a question of whether the Fed cuts 25 or 50 bps.
Markets may get jittery.
Know what you own, and why.
$TSLA just expanded its robotaxi service in Austin to include major freeways and the airport. 🚖✈️
A big milestone that will likely impact our future lives.
For investors, the experiment is scaling. Ignore the FUD.
Should crypto investors panic right now?
Global liquidity drives risk assets like crypto. Bitcoin moves almost 1:1 with it, albeit with a lag.
Global Liquidity is largely influenced by U.S. rates.
Rising = tighter = bad for crypto
Falling = looser = good for crypto
CME…
$IREN:
Bear case: Critics argue IREN lacks the technical depth to compete with players like Coreweave ($CRVW) or Nebius ($NBIS) in HPC and AI.
Bull case: Supporters counter that it’s only a matter of time. IREN entered Bitcoin mining late, yet quickly became one of the most…
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