Special note: Here's an abbreviated "Morning Jolt" as I am in full prep mode to interview the CEO of Planet Fitness  (PLNT)  on the New York Stock Exchange floor around 10 a.m. ET. What, you think I'm going to show up unprepared to talk about a stock that has risen more than 115% in the last two years? Nope, especially as TheStreet was the first business media outlet to identify Planet Fitness as a growth juggernaut back in 2014 ... ahead of its successful IPO in August 2015. Now hit those weights, bro!

LOL, Tesla: While the Tesla (TSLA) skeptic will want to pile on the company's Model 3 delivery miss, it may be time to harp on another glaring red flag here. That is the heated competition ready to commence in the electric semi market. Take, for instance, trucking leading Navistar (NAV) , which holds a roughly 11% market share in the Class 8 trucking industry. According to auto news site Electrek, Navistar will have its own electric semi out by 2020. And it has several critical competitive advantages vs. Tesla in the trucking space. One is an established dealer network; another is years of knowledge on the needs of truckers -- relationships are critical in this type of industry. Navistar CEO Troy Clarke is quoted as saying, "Customers know us, and they know that when we give them a truck it gives them a guarantee that this truck is going to serve their needs, because we understand how our customers make money." Tesla bulls: You may want to temper those visions of 100,000 Tesla semi trucks being on the road by 2025.

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Around the horn: In the latest "Trying to Be a Hero" stock call, Morgan Stanley analyst Benjamin Swinburne drops a vicious underperform rating on red-hot Roku (ROKU) . Swinburne said Roku's valuation is "hard to justify" after the stock has gone up in a straight line since a successful September IPO. Shares are sliding more than 6% on Thursday. TheStreet has been all over Roku's rise, and at a now $5 billion market cap we get the stock call. But it wouldn't be surprising to see buyers jump in quickly to a company that will probably be acquired within three years. Intel (INTC) shares continue to be hit on Bug Gate, falling about 2% on the session. Look for Intel chip rivals like Nvidia (NVDA) to notch more good sessions Thursday -- note in my inbox from Mizuho said AMD (AMD) and Nvidia could be a "positive sentiment shift" from Intel's debacle. TheStreet's Eric Jhonsa has more on Intel here. Interesting tweet this morning from ZeroHedge, highlighting Morgan Stanley Wealth Management reportedly cutting its junk debt exposure to zero. Mixed emotions on the call. High-yield performance may surprise positively in 2018 as the Fed jacks up rates quicker than most expect (thank you inflationary tax law). Morgan Stanley's call may be one rooted in a good economy leading to fewer defaults and the Fed staying patient with rate hikes. Hat tip to TheStreet's CEO David Callaway for shooting this over to me.   

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