
Ditch all the negativity: Here’s what can go right to lift each of our 34 stocks
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9 months agoon
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adminSometimes, there can be an overwhelming amount of negativity and noise on Wall Street. To counter that, Jim Cramer has said investors should not lose sight of what can go right for their stocks. That doesn’t mean ignoring risks and investing on autopilot. It does mean investors should remember the wall of worry can be surmounted. As Wall Street starts to look ahead to 2025, here’s a look at a few things that can go right for all 34 Club holdings. Abbott Laboratories Legal overhang dissipates: Lawsuits over its specialized formula for premature infants have kept a lid on Abbott shares since March. However, the company’s surprise win in a case a few weeks ago increases the likelihood that a settlement could be reached. The positive stock reaction to that decision hints at what a complete resolution could do for shares. More momentum in medical devices: Abbott’s strong portfolio, led by its flagship FreeStyle Libre for diabetes, has been a bright spot, turning in multiple quarters in a row of double-digit sales growth. Abbott’s over-the-counter continuous glucose monitoring system called Lingo, which recently launched in the U.S., is a key product to watch. Early momentum in sales is promising. Advanced Micro Devices Finding its lane: AMD’s foray into artificial intelligence chips for data centers with its MI300 has gone well, with executives hiking their sales forecast multiple times this year. If huge clients like Microsoft keep investing in AI hardware, AMD should be able to further carve out a lane as a strong No. 2 player behind market leader Nvidia. Smooth chip updates: AMD needs to successfully carry out its annual release cycle for AI chips. The upcoming release of its next-generation MI350x chip, scheduled for 2025, could attract additional customers who want to diversify away from Nvidia chips. Alphabet AI ROI: The Google parent must keep showing that its hefty spending on AI is growing sales and making the company more efficient. Checking both boxes will quiet concerns that its capital expenditures are excessive and that Google Search is ceding share to AI chatbots. Easing on antitrust action: A more lenient regulatory environment under a second Donald Trump presidency could reduce the risk of major antitrust actions. Alphabet recently lost an antitrust case brought by the Justice Department, which argued the company maintained a monopoly in online search and recommended it sell Chrome, its web browser. However, Trump has expressed skepticism about breaking up the company . Waymo expansion: Increased adoption of Waymo’s self-driving technology in new cities — and the potential for a spin-off in the future — would represent big wins for Alphabet’s money-losing “Other Bets” segment. Amazon Retail margin expansion: The e-commerce giant needs to show that it can continue lowering logistics and shipping costs, which would keep alive the improving profitability trend that has been key to the bullish narrative around the stock. Cloud growth: Investors want Amazon Web Services to show accelerating topline growth, fueled in part by demand for AI computing, along with improved profitability. That combination will help assuage concerns about AI spending levels. Less scrutiny: Deregulation under Trump could allow Amazon to focus on scaling its core businesses without the distraction of legal battles. Apple AI-led sales: The introduction of new AI capabilities in Apple Intelligence needs to spark a larger-than-normal device upgrade cycle, boosting sales of the iPhone 16 and the next few models. If AI can spur more revenue in its high-margin services unit, that would be a cherry on top. New deals: A looser regulatory environment would allow management to expand Apple’s strategic partnerships and focus on other initiatives, including its push into health-care wearables. Best Buy Device upgrades: Best Buy’s same-store sales need a jolt, and that could come from people sitting on older computers and devices who want the latest and greatest in AI-powered personal computers and smartphones, including the new iPhone 16. Rate play: Mortgage rates haven’t come down since the Federal Reserve’s first rate cut in September. But when we do see a decline, it should lead to more homebuilding. That means new homeowners will need to fill up their places with big-ticket appliances and flat-screen TVs. BlackRock New growth prospects: The asset manager has had a great year of net inflows, and the market wants to see that momentum sustained. Its move into alternative investments like infrastructure will hopefully drive significant growth and open new revenue streams. Lower rates: If the Fed and other central banks keep cutting rates, that should enhance inflows into BlackRock’s fixed-income and ETF offerings. That’s because existing bonds become more attractive as rates fall. Bristol Myers Squibb Cobenfy launch succeeds: The company’s new treatment for schizophrenia in adults was approved in September, and a better-than-expected rollout would be positive for Bristol Myers shares. Wall Street currently projects $187 million in revenue in 2025 and $620 million in 2026, according to FactSet. Broadcom AI stays hot: Broadcom’s leadership in providing essential components for AI infrastructure, including co-designing custom chips for tech giants such as Alphabet, makes it a key beneficiary of the growing demand for AI technologies. So, the AI boom continuing apace would be good for Broadcom, like it would be for AMD. Smartphone market improves: This area has lately been a drag on Broadcom, so evidence that global smartphone shipments are recovering, especially for the iPhone, would be a welcome development. Broadcom provides connectivity chips for the iPhone. Constellation Brands Wine-and-spirits comeback: That business has hurt Constellation’s overall growth rate during a period of strength for its top-selling Mexican beers, including Modelo and Corona. However, if management’s recent strategy to focus on higher-end wines pays off, the stock could bounce. Divesting from this segment entirely, as Jim Cramer has suggested, is another option. Improving beer sales: Its beer unit needs to show that pockets of softness in the most recent quarter were just a short-term blip, not a festering issue that curtails topline growth. Cash flow bounty: Once capital investments for expanding brewing capacity peak, Constellation will be able to ramp up cash returns to shareholders through higher dividends and buybacks. That could begin in a few quarters. Costco More stores around the world: Costco’s runway to open more warehouses outside of the U.S. is an underappreciated growth driver. The company has said it expects more than 10 new locations outside the U.S. next year. Membership growth quickens: Evidence that Costco’s card-scanner rollout, designed to crack down on multiple people using the same membership, is creating a “Netflix moment” would be a clear-cut positive. Coterra Energy LNG export approvals: Trump making good on its reported desire to restart export permits for LNG would play right into Coterra’s hands. President Joe Biden paused them. Deregulation in general could lower Coterra’s operational costs. The big data center buildout: Booming power consumption from data centers in the coming years offers a growing market for Coterra’s natural gas . CrowdStrike IT outage in rear view: While CrowdStrike stands to benefit from the increase in cyber-attacks and threats, the company needs to move past the global IT outage it caused this summer. To judge this, analysts are keeping a close eye on topline growth. Customer churn hasn’t been a big issue, but some deals have been paused. Danaher China recovery: Economic stimulus in China needs to start showing up in Danaher’s order book, which would provide a major boost to growth in 2025. IPO floodgates open: A resurgence of biotech IPOs would create a cash windfall for one of Danaher’s key customer bases. Some of the money will surely go toward buying Danaher’s tools and products used in the drug development process. Dover More energy, more cooling: Continued spending on data center overhauls should translate into more orders for Dover’s thermal connectors, which are used in the liquid cooling of AI servers. It’s one of Dover’s key growth areas, and investors want more evidence that its topline is picking up speed. Bioprocessing bounces back : The still-nascent recovery in the biopharmaceutical industry needs to show further progress, translating into more orders for Dover’s pumps and single-use components for manufacturing. DuPont The breakup: DuPont is on track to split by December 2025 into three standalone public companies: a water business, an electronics-focused firm, and the remaining DuPont, serving health care and construction markets, among others. It’s the best way to unlock significant value. A sharper focus on AI : Unleashing DuPont’s electronics assets will allow the standalone company to better serve customers tied to the AI boom by enabling smart technologies as well as next-generation semiconductors and circuit boards. Eaton More power needed: Eaton is helping companies meet the increased electricity demand fueled by the rapid expansion of AI, with its electrical equipment playing a vital role in powering data centers and AI infrastructure. Megatrend momentum: Eaton’s products are used in a bunch of big growth trends – like reindustrialization and electrification – that should keep sales humming for a long time. Only 16% of the 504 projects in its backlog have been started, as of its late October earnings report. Eli Lilly Wider GLP-1 adoption: Eli Lilly’s GLP-1 drugs, Mounjaro for diabetes and Zepound for treating obesity, are best sellers and should be for many years to come. That’s especially true if the active ingredient in these drugs gets approval for other conditions such as heart health and sleep apnea. Solving supply shortages: Lilly has invested billions of dollars in its GLP-1 manufacturing operations. Availability of the drugs, which require highly specialized factories and workers, is still tight. Ramping up manufacturing capacity will help bring more supply to the market and end the ability of other companies to compound knockoffs. GE Healthcare Easier sell: Declining interest rates support GE Healthcare’s growth by lowering borrowing costs for its customers who must shell out big bucks for its expensive MRI and CT scanners. More China: Health care stimulus measures in China working their way into the market and recovering demand in the world’s second-largest economy could drive a rebound in orders there for GEHC. Home Depot Lower mortgages: Mortgage rates, which have been going in the wrong direction since the Fed has been cutting rates, will eventually come down. That will lift the housing market and spur homebuilding and improvement projects. Home Depot will be right there to serve both the pro and the do-it-yourself customers. Tailwinds into 2025 : Third-quarter sales related to Hurricanes Helene and Milton were a tailwind to revenue growth. The company also raised its full-year 2024 outlook across several key metrics. It appears that Home Depot is on the verge of an earnings rebound heading into next year. Honeywell Business split : Honeywell shares surged following Elliott Management’s disclosure of a $5 billion stake and push for a breakup of the industrial conglomerate. Splitting up Honeywell into two companies — aerospace and automation — could unlock significant value, with Elliott estimating up to 75% upside over the next two years. Linde Economic improvement: Linde’s stronghold as an industrial gas leader with what Jim calls “oligopolistic” pricing power ensures the company can withstand an uncertain economy. As interest rates decline, economic activity could accelerate, increasing demand for industrial gases and boosting Linde’s volumes and earnings. Beating conservative guidance : Any uptick in the economy would help keep Linde’s under-promise, over-deliver run intact as management issued a fourth-quarter outlook assuming an economic contraction. Linde normally gives guidance assuming a neutral economy. Meta Platforms AI monetization: Meta has successfully used AI to keep users on Instagram and Facebook longer, thanks to its suggested Reels and other posts. AI also has made ad targeting better, so marketers want to spend more dollars across Meta’s apps. That needs to be sustained to justify Meta’s heavy spending on AI chips. Microsoft Azure capacity meeting demand: Microsoft’s cloud-computing service Azure has faced the high-quality problem of too much demand for its availability capacity. Its AI services are contributing to that dynamic. Nevertheless, correcting this dynamic should translate into faster revenue growth rates. Artificial Intelligence ROI: Microsoft’s strategic investments in AI, including its CoPilot suite of AI-powered tools, are beginning to bear fruit. While it has pressured short-term profits, the monetization of these tools should lead to more sales. Morgan Stanley Lower rates: The Federal Reserve in September lowered interest rates for the first time in four years, beginning a loosening cycle that’s expected to continue into 2025 as the central bank looks to achieve a soft landing for the U.S. economy. A rebound in the IPO market is likely as stocks become more attractive to own than bonds. It should lower the cost of capital for would-be acquirers, thus increasing M & A activity. Both trends play to Morgan Stanley’s strength in investment banking. Deregulation: The Trump administration is likely to usher in deregulation and a more deal-friendly environment than under the Biden administration – another boost to M & A. Nextracker Renewable energy adoption: On the face of it, the GOP sweeping this election should spell disaster for Nextracker , a key provider of solar tracker systems. But there’s hope the incoming Trump administration provides clarity on its policy toward renewable energy and specifically keeps in place some of the favorable tax credits under the Biden administration. Demand dynamics: Artificial intelligence and the data centers that fuel it require multiples of the current energy output, creating a greater need for solar. Nvidia Accelerating AI demand: Nvidia’s recent earnings call made it clear that we’re still in the early innings of the AI revolution that will fuel demand for the company’s chips well into 2025 and beyond – despite the concerns of some on Wall Street. As Jim Cramer recently pointed out on “Mad Money,” the demand simply isn’t slowing down. “The demand is accelerating because the payoff is so great,” he said. “According to [CEO Jensen Huang], for every dollar their customers put in, they’re making five smackers. That means they have no choice but to buy Nvidia’s chips.” Hyperscaler spending: Some of Nvidia’s biggest customers, like Microsoft , Meta , Amazon and Tesla will have to keep buying the chips to build out their AI infrastructure. Palo Alto Networks Bigger deals: Cybersecurity is a secular growth market: As the number of bad actors grows, companies can’t afford to not invest in defense. Industry leader Palo Alto stands out for its advanced cybersecurity solutions and strategy of bundling them altogether (what it calls “platformization”), which is leading to megadeals. During its most recent quarter, the company said it signed a transaction worth more than $50 million with a large technology firm and a more than $20 million deal with a financial services firm, among other deals. Stanley Black & Decker Housing rebound: Falling interest rates are likely to kickstart the sagging homebuilding market, increasing demand for Stanley’s tools. Cost cuts keep bearing fruit: Ongoing cost-cutting measures are improving operational efficiency and profitability, positioning the company for stronger performance as the economic cycle turns. Starbucks Improvement in global sales: Under CEO Brian Niccol’s leadership, efforts to revitalize Starbucks’ sales through a simplified menu and rebranding as a community-focused coffee house should drive global sales growth, leading to more investor confidence that a turnaround is taking shape. Better margins: By focusing on profitable growth, while continuing strategic investments, Starbucks is positioning itself for stronger margins, which should translate to a higher stock price. Walt Disney Parks bounce back: A recovery in Disney’s theme parks business is expected to lift overall revenue and profitability, providing a strong tailwind for the stock. Streaming profits accelerating: Continued growth in streaming profits could become a key driver of stock gains since it would offset the languishing performance in linear television. CEO replacement: While not an immediate catalyst, the eventual announcement of a new CEO by 2026 is expected to improve investor sentiment and signal fresh direction for the company’s future leadership. TJX Companies Cautious consumer spending: TJX’s off-price model does well as consumers turn cautious, as shoppers prioritize value and turn to TJX for affordable high-quality gifts. Overseas expansion: The company’s gradual expansion into international markets offers a new avenue for revenue and profit growth, which could help sustain momentum and drive the stock higher as it captures market share abroad. Salesforce Adoption of AI agents: Salesforce’s new AI agent, Agentforce, is driving strong demand as it automates tasks and boosts productivity for customers, positioning the company for accelerated growth in deals. Wells Fargo Lifting of the asset cap: The removal of the Fed-imposed asset cap, implemented in 2018, would enable Wells Fargo to grow revenues and expand its balance sheet. While the exact timing remains uncertain, there’s some hope that it could occur in 2025 . (See here for a full list of the stocks in Jim Cramer’s Charitable Trust, the portfolio the Club uses) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Traders work on the floor of the New York Stock Exchange (NYSE) at the opening bell on November 6, 2024, in New York City. Images)
Timothy A. Clary | Afp | Getty Images
Sometimes, there can be an overwhelming amount of negativity and noise on Wall Street. To counter that, Jim Cramer has said investors should not lose sight of what can go right for their stocks. That doesn’t mean ignoring risks and investing on autopilot. It does mean investors should remember the wall of worry can be surmounted. As Wall Street starts to look ahead to 2025, here’s a look at a few things that can go right for all 34 Club holdings.
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Environment
Elon Musk is lying about Tesla’s self-driving and I have the DMs to prove it
Published
7 hours agoon
August 28, 2025By
admin

Over the last few days, Elon Musk has been making several statements claiming that autonomous driving systems that use lidar and radar sensors are more dangerous than Tesla’s camera-only computer vision approach because the system gets confused when interpreting data from different sensors.
It’s not only false, Musk told me directly that he agreed that radar and vision could be safer than just vision, right after he had Tesla remove the radars from its vehicles.
Tesla has taken a controversial approach, using only cameras as sensors for driving inputs in its self-driving technology. In contrast, most other companies use cameras in conjunction with radar and lidar sensors.
When Tesla first announced that all its cars produced onward have the hardware capable of “full self-driving” up to level 5 autonomous capacity in 2016, it included a front-facing radar in its self-driving hardware suite.
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However, in 2021, after not having achieved anything more than a level 2 driver assist (ADAS) system with its self-driving effort, Elon Musk announced a move that he called “Tesla Vision”, which consists of moving Tesla’s self-driving effort only to use inputs from cameras.
Here’s what I wrote in 2021 about Musk sharing his plan for Tesla to only use cameras and neural nets:
CEO Elon Musk has been hyping the vision-only update as “mind-blowing.” He insists that it will lead to a true level 5 autonomous driving system by the end of the year, but he has gotten that timeline wrong before.
By May 2021, Tesla had begun removing the radar sensor from its lineup, starting with the Model 3 and Model Y, and later the Model S and Model X in 2022.
Tesla engineers reportedly attempted to convince Musk to retain the use of radar, but the CEO overruled them.
We are now in 2025, and unlike what Musk claimed, Tesla has yet to deliver on its self-driving promises, but the CEO is doubling down on his vision-only approach.
The controversial billionaire is making headlines this week for a series of new statements attacking Tesla’s self-driving rivals and their use of radar and lidar sensors.
Earlier this week, Musk took a jab at Waymo and claimed that “lidar and radar reduce safety”:
Lidar and radar reduce safety due to sensor contention. If lidars/radars disagree with cameras, which one wins? This sensor ambiguity causes increased, not decreased, risk. That’s why Waymos can’t drive on highways.We turned off radars in Teslas to increase safety. Cameras ftw.
The assertion that “Waymos can’t drive on highways” is simply false. Waymo has been conducting fully driverless employee testing on freeways in Phoenix, San Francisco, and Los Angeles for years, and it is expected to make this technology available to rider-only rides soon.
Tesla is in a similar situation with its Robotaxi: they don’t drive on freeways without an employee supervisor.
Musk later added:
LiDAR also does not work well in snow, rain or dust due to reflection scatter. That’s why Waymos stop working in any heavy precipitation. As I have said many times, there is a role for LiDAR in some circumstances and I personally oversaw the development of LiDAR for the SpaceX Dragon docking with Space Station. I am well aware of its strengths and weaknesses.
It’s not true that Waymos can’t work in “any heavy precipitation.”
Here’s a video of a Waymo vehicle driving by itself in heavy rain:
In comparison, Tesla’s own Robotaxi terms of service mention that it “may be limited or unavailable in inclement weather.”
Last month, Tesla Robotaxi riders had their rides cut short, and they were told it was due to the rain.
There’s plenty of evidence that Musk is wrong and misleading with these statements, but furthermore, he himself admitted that radar sensors can make Tesla’s vision system safer.
‘Vision with high-res radar would be better than pure vision’
In May 2021, as Tesla began removing radar sensors from its vehicle lineup and transitioning to a vision-only approach, I was direct messaging (DMing) Musk to learn more about the surprising move.
In the conversation, he was already making the claim that sensor contention is lowering safety as he did this week in new comments attacking Waymo.
He wrote at the time:
The probability of safety will be higher with pure vision than vision+radar, not lower. Vision has become so good that radar actually reduces signal/noise.
However, what was more interesting is what he said shortly after claiming that:

Musk admitted that “vision with high-resolution radar would be better than pure vision”. However, he claimed that such a radar didn’t exist.
In the same conversation, I pointed Musk to existing high-definition millimeter wave radars, but he didn’t respond.
It was still early for that technology in 2021, but high-definition millimeter wave radars are now commonly used by companies developing autonomous driving technologies, including Waymo.
Waymo uses six high-definition radars in its system:

In short, Musk was already concerned about sensor contention in 2021, but he admitted that the problem would be worth solving with higher-definition radars, which already existed then and are becoming more common now.
Yet, he criticizes companies using radar and lidar, which work similarly to high-resolution radars but on different wavelengths, for even attempting sensor fusion.
It’s not impossible because Tesla can’t do it
Part of the problem here appears to be that Musk thinks something doesn’t work because Tesla can’t make it work, and he doesn’t want to admit that others are solving the sensor fusion problem.
Tesla simply couldn’t solve sensor fusion, so it focused on achieving autonomy solely through camera vision. However, those who continued to work on the issue have made significant progress and are now reaping the rewards.
Waymo and Baidu, both of which have level 4 autonomous driving systems currently commercially operating without supervision, unlike Tesla, have heavily invested in sensor fusion.
Amir Husain, an AI entrepreneur who sits on the Boards of Advisors for IBM Watson and the Department of Computer Science at UT Austin, points to advancements in the use of Kalman filters and Bayesian techniques to solve sensor noise covariance.
He commented on Musk’s statement regarding the use of radar and lidar sensors:
The issue isn’t a binary disagreement between two sensors. It generates a better estimate than any individual sensor can produce on its own. They all have a margin of error. Fusion helps reduce this.
If Musk’s argument held, why would the human brain use eyes, ears, and touch to estimate object location? Why would aircraft combine radar, IRST, and other passive sensors to estimate object location? This is a fundamental misunderstanding of information theory. Every channel has noise. But redundancy reduces uncertainty.
Musk’s main argument to focus on cameras and neural nets has been that the roads are designed for humans to drive and humans drive using their eyes and brain, which are the hardware and software equivalent of cameras (eyes) and neural nets (brain).
Now, most other companies developing autonomous driving technologies are also focusing on this, but to surpass humans and achieve greater levels of safety through precision and redundancy, they are also adding radar and lidar sensors to their systems.
Electrek’s Take
Musk painted Tesla into a corner with its vision-only approach, and now he is trying to mislead people into thinking that it is the only one that can work, when there’s no substantial evidence to support this claim.
Now, let me be clear, Musk is partly correct. When poorly fused, multi-sensor data introduces noise, making it more challenging to operate an autonomous driving system.
However, who said that this is an unsolvable problem? Others appear to be solving it, and we are seeing the results in Waymo’s and Baidu’s commercially available rider-only taxi services.
If you can take advantage of radar’s ability to detect distance and speed as well as work through rain, fog, dust, and snow, why wouldn’t you use it?
As he admitted in the DMs with me in 2021, Musk is aware of this – hence why he acknowledged that high-resolution radar combined with vision would be safer than vision alone.
The problem is that Tesla hasn’t focused on improving sensor fusion and radar integration in the last 4 years because it has been all-in on vision.
Now, Tesla could potentially still solve self-driving with its vision system, but there’s no evidence that it is close to happening or any safer than other systems, such as Waymo’s, which use radar and lidar sensors.
In fact, Tesla is still only operating an autonomous driving system under the supervision of in-car employees with a few dozen cars, while Waymo has been doing rider-only rides for years and operates over 1,500 autonomous vehicles in the US.
Just like with his “Robotaxi” with supervisors, Musk is trying to create the illusion that Tesla is not only leading in autonomy, but it is the only one that can solve it.
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Environment
Trump’s latest offshore wind cancellation is a threat to the grid – ISO New England
Published
14 hours agoon
August 28, 2025By
admin

Trump’s Interior Department halted construction on 704 megawatt (MW) Revolution Wind, the US’s first multi-state offshore wind project that’s already 80% complete. Grid operator ISO New England says the decision is a threat to the grid.
ISO New England released a statement responding to the stop-work order, warning that “delaying the project will increase risks to reliability.”:
As demand for electricity grows, New England must maintain and add to its energy infrastructure. Unpredictable risks and threats to resources – regardless of technology – that have made significant capital investments, secured necessary permits, and are close to completion will stifle future investments, increase costs to consumers, and undermine the power grid’s reliability and the region’s economy now and in the future.
Revolution Wind, a joint development between Ørsted and BlackRock’s Global Infrastructure Partners, is a 65-turbine project capable of powering around 350,000 homes in Rhode Island and Connecticut once it’s complete. It was expected to come online next year. The project has created more than 1,200 jobs.
On August 22, the director of Bureau of Ocean Energy Management sent a vague letter to Ørsted commanding it to halt all activities on the fully permitted Revolution Wind, citing “national security interests,” yet providing no details.
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BOEM’s Record of Decision for Revolution Wind, reported in 2023 in Section 4.6, page 185, states that the national security effects of the project would be “negligible and avoidable.”
This latest move echoes Trump’s cancellation in April of New York’s $5 billion Empire Wind 1 project, which was already under construction off New York’s coast. No viable reasons were given for that stop-work order either, and the cancellation was reversed in May.
Kit Kennedy, managing director for power at Natural Resources Defense Council (NRDC), released the following statement in response to the Revolution Wind order:
The Trump administration’s war on the electricity needed to power the grid continues on all fronts. Halting Revolution Wind is a devastating attack on workers, on electricity customers, and on the investment climate in the US.
New England homeowners will feel this when they tear open their electricity bills and look at the surging costs of keeping the lights on.
This administration has it exactly backwards. It’s trying to prop up clunky, polluting coal plants while doing all it can to halt the fastest growing energy sources of the future – solar and wind power.
It makes no sense to say we have an energy emergency and then make decisions like this. Unfortunately, every American is paying the price for these misguided actions.

Read more: Trump reversal revives Empire Wind, NY’s offshore energy giant
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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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Environment
Tesla teases new product release on Friday
Published
15 hours agoon
August 27, 2025By
admin

Tesla is teasing a new product release on Friday, August 29th, coming to Europe and the Middle East. It’s likely going to be the Model Y Performance.
On X today, Tesla has teased an upcoming product release coming this friday.
The post is cryptic. It only mentions ‘spoiler alert’ and the date August 29 with what looks like a close up of a vehicle with what appears to be a spoil – hence the “spoiler alert” reference:
There are main suspect is the Model Y Performance due to the spoiler reference.
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Since the Model Y refresh in January, Tesla stopped selling the Model Y Performance. It is due to launch the top performance version under the new design.
When Tesla released the Model 3 refresh in 2024, it took about 4 months for Tesla to launch the new performance version.
Electrek’s Take
The only thing that I find strange with this likely being the Model Y Performance is the fact that they tweeted this from the Europe and Middle East account.
It would be strange for the Model Y Performance to launch there first, but who knows. Maybe Tesla started production at Gigafactory Berlin first.
I don’t think this will have a major impact on Tesla’s business. The Model Y Performance is the least popular version of the best-selling Model Y.
We don’t have the full mix of sales, but I wouldn’t be suprised if it represents less than 10% of Tesla’s Model Y deliveries.
The Model 3 Performance is probably a more popular option within the Model 3 lineup as it is a lot more fun to drive.
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