FSD V14 marks a significant leap, transitioning from merely “usable” to “very good.” Personal experience shows 96% of over 1300 miles completed by FSD, with safety concerns replaced by efficiency as the primary reason for rare human interventions 11.
A leaked ad for OpenAI’s first Jony Ive designed device indicates a strategic pivot. This represents their initial move from pure software to owning the hardware layer 30.
Takaichi’s landslide victory in the Lower House election is consolidating her power domestically and within the party, likely accelerating Japan’s rightward political shift. This win helps overcome coalition and internal factional constraints, as LDP members regaining seats are expected to rally around her, forming a dominant internal faction 12.
Hong Kong’s property market bottomed out earlier than mainland China’s. Indices rose 3% from mid-2025 to early 2026, though many individual properties saw 10% gains. Rental prices for small-to-medium units reportedly surged 30-40%, fueled by population inflow. Mainland buyers’ consistent 25% share in purchases is sufficient to offset local emigration 19.
Despite local emigration and stricter civil service, Hong Kong remains highly attractive to mainland high-net-worth individuals, outperforming mainland cities across most metrics, apart from high living costs. For regions without unique natural endowments experiencing industrial and population outflow, property purchases should be categorized as consumption, not investment 20.
Identified leading stocks poised for rapid returns, potentially delivering six months of gains in two weeks: $WULF, $IREN, $APLD, $CIFR, $KTOS, $DOCN, $DNN13.
$HIMS traded around $20 overnight, holding Friday’s after-hours levels, exceeding prior expectations of a drop to $1516.
For funding dip-buying beyond cash from profit-taking, two “ammunition depots” are key:
Defensive stocks/ETFs like $SPLV, or stable sectors (healthcare, consumer staples), which are sold to reallocate into discounted tech growth stocks.
The stock market’s behavior is likened to a “three-year-old,” lacking foresight and prone to emotional overreactions. Extreme fear offers compelling entry points, while excessive enthusiasm provides profit-taking opportunities 25.
NVIDIA’s HBM4 allocation in December was distributed with SK Hynix receiving mid-to-high 50%, Samsung Electronics mid-20%, and Micron approximately 20%. This reported distribution contradicts SemiAnalysis’s earlier estimates 21.