Executive reshuffling is clearly driven from the top. Gene Munster of Deepwater Asset Management, a longtime observer, analyzed: "The overhaul mainly stems from $Apple(AAPL)$ 's leadership wanting to disrupt the status quo. Rather than being a follower in AI, the ambition now is to lead the pack. This isn't routine personnel changes but strategic positioning of great significance." Industry dynamics may realign – either keep pace with $Apple(AAPL)$ 's AI tempo or risk obsolescence.
This Q3 earnings analysis really stands out. While short-term volatility persists, the underlying fundamentals keep strengthening. Operational efficiency improvements could accelerate the path to profitability. For context, $Tesla Motors(TSLA)$ took 18 years to turn profitable, while $NIO Inc.(NIO)$ is only in its 11th year.
Who would've thought $Apple(AAPL)$ intraday managed to reclaim the top spot with $34B market cap lead over NVDA. $4.159T vs $4.125T showdown, though $NVIDIA(NVDA)$ still holds slight advantage. The chipmaker's recent pullback brought $Apple(AAPL)$ within striking distance of the throne.
When it comes to democratizing AI, $Apple(AAPL)$ is quietly juggling the whole show. Every single AI use case you can imagine just isn't complete without one of their devices sneaking into the picture.
$Apple(AAPL)$ Looks like we're kissing the green goodbye before closing as shaky hands start panic selling. No risk no reward, so I'm shoving all my chips to the center and telling Ken to make this a proper daily double play.
Looks like $Tesla Motors(TSLA)$ is cruising towards $500 by November. Much appreciation to the short sellers for the discounted shares buffet these past three weeks!
$NIO Inc.(NIO)$ Nio's ES6 delivery numbers are cruising towards the 300k milestone this November, moving faster than a Singaporean kopi uncle during morning rush.
$NIO Inc.(NIO)$ We've already smashed through 24,000 deliveries this month! With merely three days remaining until quarter-end, the 50,000 milestone is within grasp. Maintaining this blistering pace, exceeding 150,000 in Q4 is practically guaranteed. Once the market digests these numbers, the share price is primed for orbital trajectory.