LikeFolio Weekly Roundup: Bitcoin Boom, Tesla Takeoff

LikeFolio Weekly Roundup

The S&P 500 and Nasdaq traded virtually flat this week, with both benchmarks slipping about 0.3% Friday as investors exhibit caution ahead of a critical trade meeting on Saturday.

No surprise, U.S. tariff negotiations continued to fuel investor uncertainty this week – but it wasn’t all bad news.

· The U.S. trade deficit expanded to a record $140.5 billion in March, driven in part by pre-tariff stockpiling.

· Investors withdrew $16.22 billion from U.S. equity funds; fixed-income markets, on the other hand, saw $3.53 billion in net inflows.

· The U.S. and U.K. reached a trade agreement, signaling President Trump is serious about negotiations – U.K. import tariffs will remain at a 10% “baseline,” a potential nod to what other countries can expect.

Investors are now looking to Saturday, when U.S. and Chinese officials will sit down for trade talks for the first time since President Donald Trump launched his tariff attack. The outcome of their meeting will no doubt shape the markets in the week ahead.

Infinite Hold Update

Bitcoin (BTC): The uncontested crypto king is back to challenging its all-time highs, cresting $100,000 this week. And oddly enough, the average retail investor is completely uninterested, according to consumer search trends:

This could be a very bullish sign for Bitcoin’s trajectory from here. The currency is now serving as a hedge when people lose confidence in traditional currencies and a beneficiary when liquidity returns to the system. That combination sets it apart from other assets. It can rise with risk-on flows and still act as a hedge when things go sideways. 

When retail investors finally do catch on, it will be the catalyst that fuels Bitcoin’s next move higher. Translation: You’re not too late to the party. Bitcoin’s next big move could be on the horizon.

In fact, Landon issued a new Bitcoin prediction in this week’s Founder’s Call that you won’t want to miss: Watch it here.

Amazon.com (AMZN): Analysts have been busy lowering their price targets on AMZN ever since last week’s first-quarter earnings print. Despite revenue growing 8.6% to $155.7 billion, and earnings of $1.59 per share topping expectations, cautious guidance spooked investors. The company expects operating income between $13 to $17.5 billion for the second quarter, not quite what Wall Street was hoping for. The mixed outlook fueled concerns that Chinese import tariffs could impact Amazon’s bottom line.

This week, the company announced a few key investments, committing $4 billion to build out Amazon Web Services (AWS ) infrastructure in Chile and purchasing $84.4 million worth of Advanced Micro Devices (AMD) shares.

Our conviction hasn’t changed – if anything, this dip looks like an opportunity to pick up shares in one of the world’s best companies.

Tesla (TSLA): Tesla shares are gaining today (+4%), closing in on a three-week winning streak sparked by renewed confidence in CEO Elon Musk’s visionary leadership, optimism around its upcoming Robotaxi launch, and positive market sentiment around the U.S.-U.K. trade deal.

Tesla is on track to start offering Robotaxi rides in Austin, Texas, in June, using its Model Y vehicles. The company is also making moves to trademark “Robotaxi” and gain rights to the term “Cybercab” While these efforts face challenges from regulatory agencies, they underscore Tesla’s larger ambitions in the autonomy space.

We took a deeper dive into TSLA in last week’s Roundup – check it out here.

Portfolio Updates

Take a look at the big moves and big news from our portfolio stocks this week, through market close on Thursday, May 8, 2025… some huge gains in here…

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