Macro Snapshot
US & Hong Kong • Mid-2026US GDP Growth (YoY)
2.4%
▲ 0.2pp QoQ
HK GDP Growth (YoY)
3.1%
▲ 0.4pp QoQ
US CPI (YoY)
2.3%
Fed target band
Fed Funds / HK Base
3.75% / 4.00%
Easing cycle ongoing
Top Insights
High-Signal News
Macro Environment
GDP Growth (YoY %)
CPI Inflation (YoY %)
US Labor Market
Policy Rates
Sources: FRED, BLS, Census & Statistics Dept (HK), Haver. // TODO: Replace with live FRED / HKMA API pulls
High-Signal News
Filtered for long-term structural relevance only. Noise, politics, and short-term price action deliberately excluded.
Tesla Deep Dive
EV Deliveries by Model (Quarterly)
Energy Deployment (GWh)
Actual vs Elon Projections
| Metric | Actual (Mid-2026) | Projected | Status |
|---|
5-Year Annualized Revenue Projection Breakdown (2026–2030)
Assumptions: EV volume growth moderation + Robotaxi ramp 2027+, Energy 40%+ CAGR, Optimus meaningful from 2028. Directionally accurate, not a guarantee. // TODO: Link to Tesla IR + internal model
SpaceX + xAI
Private • Estimated figuresLaunches & Payload Mass
Starlink Growth
Actual vs Elon Projections
| Metric | Actual / Est. | Elon Target | Status |
|---|
5-Year Revenue Projection (Launches + Starlink + xAI + ODC)
Sources: SpaceX updates, Elon posts on X, industry estimates, xAI announcements. Orbital Data Centers still early. // TODO: Replace with structured internal model + public filings when available