REX

??BIG NEWS FROM THE REX TEAM?? ??We're thrilled to announce that we've surpassed $5 billion in AUM ??Organizational update with the formation of REX Financial Check out the full press release for more information??https://lnkd.in/g6bVbMPh

This week’s tech update covers Apple’s major software redesign across its devices, Microsoft’s Azure growth concerns, and Google’s legal victory in retaining its AI investments amid an ongoing antitrust case.

Coming soon, The REX Bitcoin Corporate Treasury Convertible Bond ETF, BMAX. ?? ?? BMAX will hold convertible bonds linked to companies with Bitcoin in their corporate treasuries, aiming to give investors exclusive access to bond stability, equity upside, and exposure to corporate debt issuers like Strategy. Link to filing: https://lnkd.in/e7SKGdnV

Weekly NVIDIA Update: U.S. Targets DeepSeek, Stargate AI Expansion, and AI Stock Volatility U.S. Moves to Restrict China’s DeepSeek AI The Trump administration is weighing a ban on DeepSeek AI’s chatbot from government devices and app stores, citing national security risks. Lawmakers are also pushing for tighter controls on NVIDIA’s H20 chips, as DeepSeek has relied on previously banned H800 chips. The AI firm’s rapid ascent has rattled the industry, contributing to a $1 trillion semiconductor selloff and prompting further scrutiny of U.S. export controls. NVIDIA Supplies AI Chips for OpenAI’s $100B Stargate Project NVIDIA will deliver 64,000 GB200 AI chips to power OpenAI and Oracle’s $100 billion Stargate initiative, with deployment set for summer 2025. The project underscores NVIDIA’s dominance in AI infrastructure as hyperscalers race to build the next generation of AI supercomputers. AI Stocks Drop as Marvell Technology’s Earnings Miss Stuns Investors Marvell Technology plunged 20% after reporting an earnings beat of just $10 million—far below Wall Street’s $100 million+ expectations. The disappointment triggered a selloff in AI stocks, dragging down NVIDIA, AMD, and Broadcom. Analysts warn of a “crisis of confidence” in AI-driven growth, as investors reassess near-term demand for AI infrastructure.

Here’s a look at this week’s key U.S. economic events. MONDAY NY Fed 1 Year Consumer Inflation Expectations TUESDAY JOLTS Job Openings EIA Short-Term Energy Outlook WEDNESDAY CPI Crude Oil Inventories 10 Year Note Auction THURSDAY IEA Monthly Report Initial Jobless Claims PPI 30 Year Bond Auction FRIDAY Michigan Inflation Expectations U.S. Baker Hughes Total Oil Rig Count

Weekly Tesla Update: Model Y Demand, Texas Expansion, and Price Target Cut Tesla Model Y Orders Surge in China Tesla has reportedly received 200,000 orders for its refreshed Model Y in China since its January launch. Deliveries began in late February, with over 6,000 vehicles delivered in the first week. The updated Model Y starts at 263,500 yuan, reflecting a 5.4% price increase from the previous version. Tesla Plans Third Megafactory in Texas Tesla is reportedly establishing a third Megapack factory in Texas, expanding its energy storage business. Megapacks provide large-scale energy storage, with each unit capable of storing over 3.9 MWh. Tesla’s energy segment generated over $3 billion in Q4 2024, doubling from the previous year. With at least 50% growth expected in 2025, Tesla’s energy business is emerging as a key revenue driver beyond its EV operations. Baird Cuts Tesla Price Target Baird has lowered Tesla’s price target to $370 from $440, citing weaker-than-expected Q1 deliveries. The firm estimates 369,400 units, 16% below Wall Street’s 437,500 forecast, due to Model Y production downtime and sales declines in Germany (-76%) and China (-49%). Despite near-term concerns, Baird maintains an “outperform” rating, projecting 2.05 million deliveries in 2025.

This week’s AI update covers Palantir Technologies’ stock upgrade following a sharp selloff, Arm’s $250 million chip deal with Malaysia, and Alibaba Group’s latest AI breakthrough that sent its shares surging.

This week’s tech update covers the shifting market dominance of the “Magnificent 7,” Netflix’s projected revenue surpassing YouTube, and Apple’s teased “Air” product launch.

We are live! The T-REX 2X Long RBLX Daily Target ETF, RBLU, is now trading! ???? RBLU is the first and only leveraged Roblox ETF in the U.S. offering 2X exposure! Investing in this ETF is not equivalent to investing directly in RBLX. Fund Page: https://lnkd.in/eeUXaUvU

Now trading, The T-REX 2X Long ARM Daily Target ETF, ARMU! Aim to double your exposure to Arm Holdings with ARMU! ???? Investing in this ETF is not equivalent to investing directly in ARM. Fund Page:? https://lnkd.in/eNEa4RYp