JPM Reddit Mentions | ChartExchange

MAG7:
* AMZN - OpenAI is in early talks to raise at least $10B from Amazon at a valuation north of $500b
* TSLA - California’s DMV says it has accepted an administrative judge’s recommendation to hit TSLA with a 30-day sales suspension in the state over allegedly misleading Autopilot/FSD marketing, but is giving Tesla 90 days to comply before any suspension would actually take effect.
* AAPL - is in early talks with India’s CG Semi to handle iPhone chip packaging at an OSAT plant in Sanand, Gujarat, likely starting with display chips. Note: Apple assembled $22B of iPhones in India in the 12 months to March 2025, up \~60% YoY
OTHER COMPANIES:
* NBIS - is now the first cloud provider in Europe running GB300 NVL72 systems in production, and the first globally to operate them on 800 Gbps NVIDIA Quantum-X800 InfiniBand, effectively doubling throughput for large-scale distributed training and inference.
* NFLX says WBD board has reaffirmed its support for the $27.75/share cash-and-stock deal and is urging shareholders to reject Paramount Skydance’s tender offer.
* JOBY -= plans to double US production to four electric air taxis a month in 2027, building from factories in California and Ohio.
* CSIQ - e-STORAGE will supply a 204 MW / 408 MWh battery system for Vena Energy’s Tailem Bend 3 project in South Australia, online in 2027. About 100 SolBank 3.0 containers and a 5-yr service deal take its Aussie storage footprint to \~2 GWh
* QS - says it has signed a joint development agreement with a top 10 global automaker, hitting its 2025 commercial engagement goal.
* IONQ -Wedbush intiates coverage with outperform, PT 60. "Founded on more than 25 years of pioneering academic research, IonQ’s trapped-ion quantum computers have emerged as a unique and powerful architecture. The technology remains in its nascent stages, with adoption limited to a small group of commercial, industrial, and academic institutions. That said, we would note IonQ has developed a robust sales pipeline, with sales nearly doubling from 2023 ($22M) to 2024 ($43M), and set to more than double again in 2025 to over $100M. While still in its infancy, we see broad commercial adoption as being the next major catalyst for IonQ and the broader industry."
* QBTS - Wedbush initiates with Outperform, PT 35. As quantum annealers gradually become more widely adopted by enterprises, we believe D-Wave will strengthen its position as the undisputed industry leader within that specific modality." HUT8: s partnering with Anthropic and Fluidstack to build between 245 MW and 2,295 MW of AI data center capacity in the US, starting with 245 MW of IT load backed by 330 MW of power at its River Bend, LA site.
* ALLY - Wells Fargo upgrades to overweight from equal weight, PT to 52 from 45. "The foundation is now set for ALLY to get closer to long-term return targets. Looking toward 2026, we see further auto credit improvement, net interest margin expansion, and buybacks. The next leg of the stool is reserve release, which we expect in 2026. Upgrade rationale: The auto lending sector has seen numerous negative industry headlines this year, including Tricolor, CarMax, etc. This, along with low-end consumer fears, has helped keep ALLY's P/E low at 7.1x our 2027 EPS estimate. We see ALLY's valuation firming up as quarterly results show continued strength and we get positive 2026 guidance data points. On the consumer, we expect more investor focus on higher tax refunds as we enter the first half of 2026."
* TE - has broken ground on its G2\_Austin solar cell plant in Milam County, TX, a $400–425m build that will add 2.1GW of TOPCon cell capacity by end 2026 and up to 1,800 jobs PDD - has fired dozens of staff from its Shanghai government relations team after at least two fistfights with China’s SAMR officials during an on site probe into fraudulent deliveries and access to transaction data, raising the risk of tougher regulatory scrutiny.
* SpaceX has told employees it is entering a regulatory quiet period, a standard step toward a potential 2026 IPO.
* GAP - Baird upgrade to outperform from enteral, PT to 33 from 27. With expectations for a better spending backdrop, we think greater exposure to names with higher earnings torque is warranted. We believe a turnaround remains in the early-to-mid stages, with momentum behind brand reinvigoration strategies at Gap and Old Navy (seven consecutive quarters of positive comps overall), while consistent margin execution (higher average unit retail, sourcing efficiencies, SG&A cost savings) and ramping tariff mitigation set up accelerating EPS growth in fiscal 2026. We see a 12-month upside case approaching $40 (14–15x approximately $3 EPS power), with downside in the low-$20 range (around 10x low-$2 EPS power), supporting an attractive risk/reward profile."
* SQM - JPM upgrades to overweight from neutra, PT 79 from 41. see the industry returning to a structural deficit of \~130kt/year over the next five years, driven mainly by a sharp 17% (and above-consensus) upward revision in energy storage system (ESS) demand, which should account for 42% of the lithium consumed globally in 2030. The message is that, despite seeing supply reacting to the better demand at some point, we should once again have an industry supply hiatus that we think is not fully priced in by stocks and should continue to drive stocks over 2026.
* ABNB - RBC upgrades to outperform from sector perform, PT to 170 from 145. We’re bullish on the entry into hotels as an incremental room nights driver and as a possible entry point for outsized profit from promoted listings. RXRX - JPM upgrades to overweight from neutral, PT to 11 from 10. Additional upside could come from expanding patient populations, higher penetration rates, and pricing.
* EOSE - JPM initiate with Neutral, PT of 16. We are initiating coverage of EOSE with a Neutral rating and year-end 2026 price target of $16. We expect long-duration energy storage to be a key enabler to firm renewable power generation, support increasing power demand needs, and ease grid congestion. EOSE’s mostly domestic supply chain and absence of exposure to critical minerals offer customers access to U.S. incentives and reduced geopolitical risk. EOSE is ramping production of its zinc-based technology so execution risks are elevated, though we are encouraged by recent customer agreements and an improved liquidity position."
* DEFENCE - Trump is weighing an executive order that would push US defense contractors to dial back buybacks and dividends and ramp spending on plants and weapons output, with exec pay tied more closely to performance.

OTHER:
* UK CPI fell to 3.2% in November from 3.6% in October, below the 3.5% forecast as food prices eased. With unemployment at 5.1% and Q3 growth just 0.1%, markets now put 90%+ odds on the BoE cutting rates by 25bps on Thursday
* AI sentiment: GOOGL - DeepMind CEO Demis Hassabis Says some AI startups “basically haven’t even got going yet” but are raising at “tens of billions” valuations, calling parts of the space “bubbles” and warning of an “overreaction to the underreaction” ahead.
* Germany to approve over €50bn in new defense contracts, including about €21bn for soldiers’ clothing and protective gear, €4bn for Puma IFVs and nearly €2bn for recon satellites, as part of a planned €650bn defense spend for 2025-2030

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