Tesla's quiet climb and valuation concerns

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30).

Show links: 
Micron signals further gross margin expansion as AI-driven demand strains supply into 2026
Tesla stock scales a new record high for the first time in nearly a year
Ford's ESS strategy could generate as much as $5B in additional revenue

Episode transcripts: seekingalpha.com/wsb

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