LikeFolio Weekly Roundup: TSLA, BTC & DASH

Infinite Hold Updates

Tesla (TSLA)

The first Tesla Cybercab rolled off the production lines this week in a major milestone that keeps the company moving toward its April target for full production.

Full self-driving (FSD) surpassed 8 billion miles driven while maintaining Tesla’s best-in-class safety advantage – 7x fewer collisions than the U.S. average.

The Model 3 continued its track record as consumers’ favorite EV – winning Edmunds Top Rated Electric Car for the second year in a row.

And retail investors are going all-in, buying up $326 million in TSLA stock between February 12 and February 18, according to JPMorgan.

The bullish TSLA thesis remains firmly intact.

Once regulators give the greenlight, Tesla can flip on a global robotaxi network almost overnight. No other company owns this advantage at scale.

Amazon (AMZN)

Amazon officially overtook Walmart (WMT) to become the world’s largest sales engine.

Walmart has dominated the global sales arena for the past 13 years. But according to the retailer’s 2025 earnings print, released this week, that’s no longer the case.

Walmart brought in $713 billion in 2025. Amazon brought in $717 billion.

AMZN’s AWS and advertising businesses contributed more than $100 million to its 2025 sales haul, while Walmart relies on retail for 90% of its top line. Both businesses are thriving.

But Amazon’s focus on advertising as a high-margin profit engine is paying off – and you’re reaping the benefits. Our January 2023 position is up +114% and counting.

Bitcoin (BTC)

Bitcoin is down nearly 50% from its all-time highs of October 2025 while the Fear & Greed Index hits levels we haven't seen since the 2022 collapse.

And yet the technology is humming along, settling $6.9 trillion in value over the last 90 days – rivaling Visa and Mastercard combined.

The reasons behind Bitcoin’s drawdown are mechanical, not fundamental:

· Leverage got flushed – and that’s healthy.

· Institutions de-risked broadly amid Kevin Warsh’s nomination as the next Fed Chair – a known hawk who favors higher real rates and a smaller Fed balance sheet.

· The cyclical pattern that has repeated every four years since Bitcoin's inception is playing out on schedule.

Historically, a 40-50% drawdown in this window is not just normal, it's expected – right before the next massive move higher.

Check out our deep dive on what’s going on with Bitcoin now -- and the connection to gold and silver that signals what comes next.

DoorDash (DASH): AI Inside the System

This week, DoorDash proved it’s not just a delivery app riding pandemic momentum. It’s building the operating system for local commerce.

On the top line, revenue grew 38% year over year to $3.96 billion in the fourth quarter. On the bottom line, profitability improved 38% over the same period as adjusted EBITDA reached $780 million.

The real story was hidden in CEO Tony Xu’s letter to shareholders, where he outlined a bold plan to transform DoorDash into a smarter, more automated, more profitable machine. That means:

· Embedding AI directly into its operational systems to increase efficiency across its ecosystem. Think: Smarter substitutions, better routing decisions.

· Layering autonomous vehicles (AV) into its delivery platform with a system that matches vehicles to routes and manages handoffs between AVs and Dashers.

· Streamlining DoorDash into one unified platform that includes Deliveroo (acquired in October) and Wolt (acquired in 2022).

This is a long-term project – and it won’t come cheap. But think of it this way: You don’t rebuild the engine if you think the race is almost over. You rebuild the engine when the growth runway is still wide open.

If AI improves delivery accuracy by even a small percentage, reduces refund errors, or shortens delivery times by a few minutes, it compounds across millions of orders.

Bottom line: DoorDash is no longer just a delivery app. It’s quietly wiring itself into a global logistics system that already processes millions of real-world transactions – and the opportunity is wide open.

Consumers still crave convenience above all else. DASH is king of this realm. And underlying digital demand just keeps racing higher (+40% year over year).