The Bro Economy is due for a huge correction in 2025. Tesla stock has more than doubled since April but its sales for 2024 are going to barely beat 2023. Same for revenue.
Bit coin is close to doubling just since September.
Nvidia as tripled since the beginning of 2024.
Sure, a Trump administration will be good for Tesla, Bit Coin and other Bro economy favorites. But residential solar is not doing well and will lose tax benefits under Trump. Musk's strategy of pulling up the ladder on other EV makers by having Trump nix tax incentives for EVs is nearsighted in that slowing EV uptake in the US will mean weak demand for charging infrastructure, which hurts Tesla.
A lot of AI stocks are coming up on their 5th+ year of VC funding, which means that anyone who isn't showing results is going to get dumped hard.
Markets are going to be very wary of huge cuts in government spending that will sink consumer demand. Surveys are already showing that consumers are belt tightening for this Xmas.
If there is going to be a market correction, the Bro stocks are going to get blasted (bit coin too).
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