Tesla shares have rallied sharply since the election, though its valuation implies growth far beyond what Wall Street is forecasting, UBS analysts said.

UBS analysts said the recent Tesla stock run reflects "animal spirits" vs. fundamentals. CEO Elon Musk said FSD v13 will be "coming soon." Tesla China is offering a new Model Y discount.

Bernstein analysts predict MicroStrategy will own 4% of the total bitcoin supply by the end of 2033, an amount they expect to be worth about $830 billion.

KEY TAKEAWAYS Shares in MicroStrategy, the largest corporate holder of Bitcoin, are jumping Monday in premarket trading, as the cryptocurrency trades near the $100,000 mark for the first time.MicroStrategy ramped up acquisitions of the token this year—especially following Donald Trump’s November 5 election victory—as investors bet on a

MicroStrategy buys more bitcoin, and Benchmark analyst’s new Street-high stock price target implies more than 60% upside.