Nejc Cajner @cYnar_xx: "🔍 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬 𝐒𝐧𝐚𝐩𝐬𝐡𝐨𝐭: 𝐓𝐞𝐬𝐥𝐚..."

Slovenia

🔍 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬 𝐒𝐧𝐚𝐩𝐬𝐡𝐨𝐭: 𝐓𝐞𝐬𝐥𝐚 + 𝐀𝐈 𝐂𝐡𝐢𝐩𝐬 + 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬 Here’s what’s catching eyes in tech and auto sectors right now: 📌 𝑻𝒆𝒔𝒍𝒂’𝒔 𝑻𝒂𝒙 𝑪𝒓𝒆𝒅𝒊𝒕𝒔 𝑬𝒙𝒑𝒊𝒓𝒆, 𝑨𝑰 𝑺𝒕𝒊𝒍𝒍 𝒊𝒏 𝑭𝒐𝒄𝒖𝒔 In the U.S., the $7,500 federal EV tax credit expired on September 30, and Tesla has already started hiking lease prices in response. Yet, despite that headwind, Tesla is leaning hard into its AI potential: “the AI benefit is only beginning,” they say. Additionally, Q3 deliveries surged to 497,000 vehicles as buyers rushed to take advantage of the subsidy before the cutoff. 📌 𝑯𝒖𝒂𝒘𝒆𝒊 & 𝑨𝑰 𝑪𝒉𝒊𝒑 𝑴𝒐𝒗𝒆𝒔 Reports suggest Huawei is increasing investment in AI chip development, including scaling up its production and challenging Nvidia’s dominance in China. Meanwhile, SK Hynix and Samsung saw a jump in their stock prices after an OpenAI supply deal, reinforcing how global players are being pulled into AI chip demand. 📌 𝑺𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒄 𝒑𝒂𝒓𝒕𝒏𝒆𝒓𝒔𝒉𝒊𝒑𝒔 𝒂𝒓𝒆 𝒆𝒙𝒑𝒂𝒏𝒅𝒊𝒏𝒈 — Fujitsu and Nvidia are broadening cooperation to provide more full-stack AI infrastructure. 💡 𝐖𝐡𝐚𝐭 𝐓𝐡𝐢𝐬 𝐒𝐢𝐠𝐧𝐚𝐥𝐬 𝐟𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 ● The removal of EV incentives is a structural change. Companies like Tesla will now need to prove their intrinsic strength rather than rely on subsidies. ● AI is clearly becoming a central battleground. Huawei’s ambitions and Samsung/SK’s involvement show the war for chip supremacy is intensifying. ● Partnerships + supply chain plays will be as critical as product innovation. Aligning with the right chipmakers and infrastructure will matter. 👉 Question for you: Which trend do you think will drive returns in the next 12 months — the post-subsidy shakeout in EVs or AI hardware expansion? If you enjoy these thematic breakdowns, feel free to follow or copy my portfolio — that way, you can see how I position capital across AI, EVs, and infrastructure. As always, thank you for your time, and wish you all the best, Nejc. $TSLA (Tesla Motors, Inc.) $NVDA (NVIDIA Corporation) $SMSN.L (Samsung Electronics Co Ltd - GDR) $MSFT (Microsoft) $MU (Micron Technology, Inc.)