Hedgeye Risk Management

Tesla Inc. has spent only $2.5 billion of the $25 billion in capital expenditures it forecast for 2026, raising concerns among investors that the electric-vehicle maker is not spending enough on artif…

Hedgeye analyst Felix Wang recommends a short position on Chinese AI stock Zhipu, calling it 'one of the biggest bubbles I've ever seen' after a 1,100% rally since its January IPO. Wang sets a fair va…