FinTwit bros rarely second-guess Elon Musk.

That is, until he came for their Cybertrucks.

Last weekend, the Tesla (TSLA) CEO unveiled plans to wind down Cybertruck production by the end of summer 2027 to make room at Giga Texas for the Cybercab.

Now the pickup's loudest boosters are, for once, blaming him directly.

The numbers were never on their side. Musk once floated 250K to 500K trucks a year, and estimated sales last year were about 20K. But that hasn’t stopped the vocal criticisms from rolling in.

Troy Meekhof, who posts as "The Cybertruck Guy," spent a 33-minute YouTube video arguing the company never really tried to make the truck a success. Another fan account called the Cybercab rationale "a lame excuse" and said pulling consumer cars would be the end of the company.

But the consumer car junk heap just keeps piling up, as Cybertruck joins the Model S and Model X in the great scrapyard in the sky. Tesla sold its fans the future. Now it only has two cars left to sell them.

— Brooks & The Street Sheet Team

What: Founder exits are supposed to be the bad news. Jensen Huang is out at Nvidia (NVDA), CFO Colette Kress is interim CEO, and shares are down 22% since late October. But is it possible that the cash is already in better hands?

Why: Nvidia keeps making money either way. It expects revenue to grow 70% in the fiscal year ending early 2028 and still can't make chips fast enough to meet demand. Analysts see about $261B of free cash flow over the next four quarters, per FactSet (FDS), on top of nearly $100B already in the bank. Huang put much of that cash into funding his own customers, and a successor could hand more of it to shareholders instead.

What Else: Apple (AAPL) has been here. Steve Jobs sat on about $81.5B. Tim Cook handed it back to shareholders through buybacks and dividends, and the stock returned more than 2,700% over his 15 years, against roughly 750% for the S&P 500. That said, if Nvidia stops funding its customers, UBS (UBS) estimates $50B or more could leave the AI industry, just as borrowing gets more expensive.

Watch: Earnings arrive in the coming week, the first without Huang. At under 12x forward earnings, the lowest in decades, the stock is priced for a wake the order book isn't attending.

What: A Democratic sweep of Congress — Elizabeth Warren and a returning Sherrod Brown included — was supposed to be Wall Street's bad dream. The KBW Nasdaq Bank index is down 1.7% since the election, against 2.5% for the S&P 500. But investors may be pricing the regulator, not the rhetoric.

Why: The regulator that matters most to banks is the Fed, and Trump's picks still run it. The Federal Reserve decides how much capital banks must hold, which determines how much they can lend and how much stock they can buy back. Its head of bank supervision, Michelle Bowman, holds that job through 2029, and Chair Kevin Warsh holds his through 2030.

What Else: Credit cards are the one place a new law could actually pass. Trump wants to cap card interest rates at 10%, and Democrats looking for something to agree with him on could take him up on it. TD Cowen (TD) thinks any cap would end up closer to 36%. That would hurt fintech lenders, which charge riskier borrowers higher rates, more than the big banks.

Watch: Goldman Sachs (GS) and Morgan Stanley (MS) have fallen more than big banks overall since the election. Wall Street has made big money financing the AI build-out, and a slowdown there could hurt more than anything Congress does. In other words, watch the deals, not the hearings.

What: A company going public has to open its books, and Anthropic's filing runs nearly 440 pages. The AI lab brought in $33B of revenue in the first nine months of 2026, up 1,206% from the year before. In all of 2023 it made $41M. That growth is staggering, but it's still not the biggest number in the filing.

Why: The biggest number is what Anthropic has promised to spend. It has committed more than $900B to long-term contracts and leases, mostly for computing power, with about half of that due through 2030. Another $150B to $175B sits in deals with no fixed dollar amount. The money is set to go to suppliers including Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), AMD (AMD), and Broadcom (AVGO), some of which also own a piece of Anthropic.

What Else: Who controls the company is unusual too. The seven founders together hold one special share that carries 50.1% of the votes, enough to decide most shareholder matters. Each founder plans to sell about $250M of stock in the IPO. The filing also lists 88 risks, and the first admits its AI models have sometimes acted in ways nobody intended or asked for. Anthropic also estimates 5-7% of this year's revenue came from customers breaking its rules.

Watch: Anthropic is due to start trading in the coming week, and the filing assumes a price of $74 a share. We'll be watching whether buyers focus on the $33B coming in or the $900B going out.