Ferrari Goes Electric and the Internet Is Having a Funeral: $RACE EV Reveal Tanks the Stock
From Ferrari's identity crisis to Hormuz-driven oil chaos and the AI trade going long-tail, social sentiment is all over the map this week
Ticker Ratings
$RACE just did something brave and stupid at the same time: revealed its first fully electric car to a crowd that specifically loves the brand for being loud, combustible, and exclusive. Bloomberg's YouTube channel flagged the brutal analyst take — the EV reportedly looks like a Honda EV and a Tesla Model 3 had a baby, which is not the vibe for a car that starts at six figures. Shares dropped significantly on the news. Reddit's luxury auto threads are not being kind.
Meanwhile, $USO adjacent energy plays are getting whiplash. US strikes on Iranian missile sites near the Strait of Hormuz sent WTI crude swinging, with Bloomberg Daybreak noting a nearly 5% drop in the Asian session even as geopolitical risk stays elevated. The RUSI analyst quoted on Bloomberg Podcasts puts deal odds at a coin flip — 50/50 — and a prolonged closure risks a global recession scenario that nobody wants to price in on a Friday.
The real sleeper buzz? Small-cap AI infrastructure. The Traveling Trader's YouTube deep-dive is going viral for arguing the $700B+ capex supercycle from the mega-caps is about to shower money on photonics, optical networking, and analog chip plays — with Goldman projecting the AI optical networking market alone hitting $154B by 2028. The trade is rotating, and the social chatter suggests retail is just now figuring that out, which historically means you're either early or exactly on time — good luck telling the difference.