June Week 2 -2025

MONEY RESET
Tesla’s Not a Tech Company It’s a Cautionary Tale in Real Time

While everyone is caught up with the Elon vs. Trump reality show, the real story is happening beneath the noise. Tesla is quietly bleeding and if you’re holding the stock based on hype or hope, it might be time for a reality check.

Here’s the hard truth, 85% of Tesla’s revenue still comes from selling cars, not from robots, not from Dojo or energy. And unfortunately that core business is shrinking. Margins are down to just 6.4%, revenue is falling, and the company’s still trading at a very frothy PE ratio of above 150. That’s not just disconnected from the fundamentals, it’s a full on delusion.

And now, a new bill in Washington could pull Tesla’s $7,500 EV tax credit, making every car it sells that much more expensive overnight. Mind you, Tesla’s are already too expensive for most people, so to compete on price alone, could be a major problem. Take away the subsidy, and if margins vanish or demand slows down, the outcome won’t be pretty.

Add to that, the Musk & Trump feud, where Elon went scorched earth on the one guy who could help Tesla navigate regulatory waters, could be an added insult to injury. Listen, love or hate Trump, burning that bridge definitely doesn’t help Tesla’s cause with government contracts, EV policy, or even public perception.

And last, Global competition is steady gaining. BYD’s dominating in China. Volkswagen and BMW are winning in Europe. Tesla is no longer the EV darling, it’s the overvalued underdog fighting to keep up.

As we all know, hope isn’t a strategy. Betting on unproven side projects while the core business erodes is basically gambling, and certainly not a plan. Investing requires data, not dreams. And right now, the data says Tesla isn’t leading, it is lagging. So if you’re still treating it like a tech rocket ship, sorry to burst your bubble like this, but you’re not early. You’re late.

This isn’t FUD though. It’s fundamentals and math. And they don’t lie. 🤷🏻‍♂️

AI RESET
Is AI Erasing Entry Level Jobs Before Our Very Eyes?

AI isn’t just reshaping the future, it’s bulldozing the first step on the career ladder. According to the World Economic Forum, nearly a quarter of all jobs could be transformed in the next five years. Here’s the deal, it’s the entry level white collar jobs that are on the chopping block first.

The logic is brutally efficient. AI now handles everything from customer service chats to legal research and data analysis tasks that were once handled by junior employees. Why hire a recent grad when AI can do the job faster, cheaper, and without asking for PTO.

Major firms are already moving in this direction. IBM, Accenture, Deloitte, names once synonymous with ambitious young hires, are freezing entry level hiring or cutting roles entirely. Even internships are drying up, down 22% across the Fortune 500. The result? Fewer opportunities to get a foot in the door, and fewer rungs on the ladder to climb.

This isn’t just about jobs disappearing though, it’s about wage stagnation as well. Entry level salaries in 2024 actually declined, even as the broader economy grew, the market is overstuffed with talent for roles that no longer exist.

This shift isn’t just an HR problem, it’s a long term economic one. Entry level jobs are how workers build experience, move up, and keep industries staffed with capable people. Remove that foundation, and the whole talent pipeline starts to degrade and crack.

While executive and high skill tech roles thrive, the middle is falling out. What we’re seeing is not just automation, but a quiet collapse in professional mobility. So what’s the challenge ahead for us? Building new pathways for growth before a whole generation of jobs seekers, gets locked out. 😳

CRYPTO RESET
Ethereum Is Quietly Winning And Most People Have No Idea

While the spotlight’s stuck on the Elon & Trump Twitter war, something meaningful is happening with the second biggest crypto currency Ethereum. It is quietly positioning itself as the backbone of the next financial era. So if you’re thinking of ETH as last cycle’s headline, you might be missing the forest for the trillion dollar trees.

Ethereum isn’t some speculative altcoin. It’s the default settlement layer for stablecoins, tokenized assets, and, increasingly, Wall Street’s institutional money. BlackRock, Fidelity, and major banks are building on it. Why? Because Ethereum works. It’s battle-tested, decentralized, and deeply integrated into real world finance in a way most other chains are not.

Legislation is also tilting in ETH’s favor. The Clarity Act, a landmark regulatory bill could finally give crypto the legal framework it’s been waiting for. That’s bullish for the industry, but asymmetric for Ethereum. It's the chain regulators, institutions, and even the political elite are quietly backing. Even the Trump family is rumored to be deeply invested in ETH .

And technically? Ethereum’s roadmap is back in the hands of Vitalik Buterin, with fresh momentum and a future looking vision. While most others are hyping low fee chains and meme tokens, Ethereum is building an economy.

Price targets? Some see ETH heading to $5K this cycle, others see $10K or even $20K in the years to come. But that’s not the point. The real opportunity is recognizing when public sentiment diverges from fundamentals and ETH is that mismatch in 2025.

So while the masses are caught up with the drama, you might want to pay attention to where the serious money is quietly positioning itself.

Ethereum isn’t just surviving this cycle, it’s setting up to lead the next one. 😎

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.