$Microsoft(MSFT)$ is highly likely as it is already monetizing AI in both cloud and productivity fronts. So I suspect MSFT is able to report earnings beats and give out an optimistic outlook. For $Alphabet(GOOGL)$ AI is the engine for many of its services but not products that are directly monetized. Alphabet will still report earnings beats but would be subdue in its outlook esp wrt impact from AI.
$Tesla Motors(TSLA)$ robotaxi will be a game changer. Its impact will be very material and lasting, not only to EV itself, but also to many other businesses like taxi and private hire, and the list goes on. Elon Musk's announcement also suggests TSLA's confidence in its FSD maturity. So time is now! Robotaxi will add to TSLA a new s/w and service element which will alter its valuation model going forward that will expand its earning multiples. I see sentiment improves from here.
$Coinbase Global, Inc.(COIN)$ ...look forward to seeing the impact of Spot BTC ETF on COIN, loss of BTC trading volume? vs income from acting as trustee and clearng house of the Spot BTC ETFs.
Coinbase Stock Has Quintupled. Why It Could Keep Going Higher
$iShares Bitcoin Trust(IBIT)$ ...performing so far as expected. Do what an ETF is supposed to do. More and more #BTC and BTC miners will probably switch to spot BTC ETF for liquidity. For BTC miners, as halving happens, BTC unit value has to rise to compensate the less units that they can mine. ETF is an efficient way to reflect the change. So ETF is the way to go.
$Alibaba(BABA)$ $Alibaba(09988)$ ...will follow the steps of US mega techs in 2023, progress from value tech play to growth tech play; 2024 will be a year of reversal of fortune for BABA.
Can the Much-Maligned Alibaba Stock Bounce Back in 2024?
$Coinbase Global, Inc.(COIN)$ ...more to go, as BTC spot ETF comes into play and as it's becoming even more dominant as FTX is gone and Binance gets hammered.
Coinbase to Offer Spot Crypto Trading Outside US in Global Expansion