EV_Dig
EV_Dig
No personal profile
18Follow
326Followers
0Topic
0Badge
avatarEV_Dig
11-21 18:55
Long-term, however, $NVIDIA Corp(NVDA)$ ’s valuation still has room to rise.Can NVIDIA maintain its high growth? It's very likely.Firstly, NVIDIA dominates the AI GPU market, with AMD as the only competitor. This year, AI GPU sales are expected to reach $4.5 billion, far below NVIDIA’s $100 billion-plus sales.In terms of GPU performance, NVIDIA is far ahead, and there is no competition in sight.On the demand side, tech giants like Microsoft, Amazon, and Meta continue to increase AI investments, contributing to 50% of NVIDIA’s data center revenue, up from 45% last quarter.Moreover, as AI models evolve, GPU demand is rising. For instance, previous-generation models required 100,000 Hopper GPUs, while the next generation needs 100,000 GPUs using the
@Value_investing:NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!
avatarEV_Dig
11-19 18:37
Congratulations to your profit. The recent news saying Trump will launch a new plan for autonomous driving, and the new energy vehicle sector has surged to boost the $.IXIC(.IXIC)$ . Based on the latest market dynamics, the Trump team plans to prioritize the "construction of a federal framework for fully autonomous vehicles" as one of the U.S. Department of Transportation's top priorities. This news has had a significant impact on the new energy vehicle sector, leading to a substantial increase in the stock prices of related companies. Specifically: $Tesla Motors(TSLA)$ 's stock price surged by nearly 6%. $Mobileye Global Inc.(MBLY)$ saw its stock price jump by
@Tiger V:EV Stocks Surge Amid Regulatory Optimism: How to Invest and Benefit
avatarEV_Dig
10-26

Tesla Shares Soar to 11-Year High, Yet Some Analysts Bearish

On Thursday, $Tesla Motors(TSLA)$ 's stock soared nearly 22%, marking its best single-day performance since 2013. Elon Musk’s net worth jumped by $33.5 billion in a single day, further solidifying his lead on Bloomberg's billionaire index.Q3 Results: Earnings Beat, Revenue MissOn Wednesday, Tesla reported revenue of $25.18 billion, falling slightly short of analysts' $25.37 billion expectations, but up 8% year-over-year. Adjusted earnings per share (EPS) hit $0.72, beating the expected $0.58 by a wide margin.Boosting profits this quarter was $739 million in revenue from regulatory credits, a major factor in Tesla's margin lift. JPMorgan analysts warned, however, that this credit-based boost might be “unsustainable.” Automakers are required to hold
Tesla Shares Soar to 11-Year High, Yet Some Analysts Bearish
avatarEV_Dig
10-25

Tesla Soars 22%, Best Single-Day Performance in 11 Years!

图片On Thursday, $Tesla Motors(TSLA)$ ’s stock skyrocketed by 22%, marking its best single-day performance since 2013, following a better-than-expected earnings report.Strong Earnings ReportTesla reported Q3 revenue of $25.18 billion, slightly below analysts’ expectations of $25.37 billion but still an 8% increase from the previous year. The adjusted earnings per share (EPS) came in at $0.72, surpassing the average forecast of $0.58.JPMorgan analysts noted, “Given that investors have gotten used to Tesla's earnings missing expectations, we expect this surprise to trigger a strong positive response on Thursday.”Tesla’s profit margin was bolstered by $739 million in environmental regulatory credits. Analysts at JPMorgan pointed out that this is a “pot
Tesla Soars 22%, Best Single-Day Performance in 11 Years!
avatarEV_Dig
10-21

Uber Leads in Robotaxi, Tesla Lags Behind?

After $Tesla Motors(TSLA)$ ’s “We, Robot” event, Uber's stock surged nearly 11%, while Tesla’s dropped almost 9%. This shift seems to be a clear vote from investors on which company is currently leading in the autonomous driving space: $Uber(UBER)$ is ahead, while Tesla is falling behind.Collaboration + Integration: The Winning Formula?Tesla has long been at the forefront of pushing autonomous driving as the future. Since 2016, it has boldly claimed imminent breakthroughs in this technology. However, it still seems years away from bringing it to the mass market.This slow progress from Tesla has opened the door for Uber to solidify its position as a leader in the mobility space. Interestingly, Uber might c
Uber Leads in Robotaxi, Tesla Lags Behind?
avatarEV_Dig
10-17

Tesla Stock Rises Amid Investor Optimism

$Tesla Motors(TSLA)$ shares saw a slight uptick on Tuesday, closing up 0.2% at $219.57, despite broader market declines with the $.SPX(.SPX)$ and $.DJI(.DJI)$ both down around 0.8%. This came as investors continue to react to Tesla’s recent Robotaxi updates, though the stock remains down roughly 8% since Tesla’s “Cybercab” showcase.Mixed Reactions to Tesla’s Cybercab EventThe event demonstrated Tesla’s prototype Robotaxi, yet many Wall Street analysts felt it lacked the concrete details investors hoped for, especially regarding the rollout timeline for Tesla’s autonomous taxi services. However, some stakeholders remain optimistic. ARK Invest’s Director of Investm
Tesla Stock Rises Amid Investor Optimism
avatarEV_Dig
10-15

Elon Musk’s Never-Ending Battle with the Short Sellers

Elon Musk’s battle with short sellers has raged on for over 11 years. It began in 2013 when Andrew Left, founder of Citron Research, became one of the first prominent short sellers to attack $Tesla Motors(TSLA)$.Since then, numerous opponents—from retail investors crashing into Model 3 cars to former world’s richest man Bill Gates—have joined the short-selling camp.Today, betting against Tesla requires serious courage. In a surprising move, Deutsche Bank, which had maintained a neutral rating on Tesla for a long time, upgraded Tesla to a "buy" on September 10, making it their top pick in the auto industry. On the bullish side, well-known Tesla supporter Cathie Wood stated that the autonomous taxi market could generate $4 to $5 trillion in revenue
Elon Musk’s Never-Ending Battle with the Short Sellers
avatarEV_Dig
10-13

Will Uber Be the Biggest Winner in the Robotaxi Era?

After $Tesla Motors(TSLA)$ ’s Robotaxi event, its stock plunged, while $Uber(UBER)$ ’s surged by 10%, hitting an all-time high. But how did Musk’s announcement turn into good news for Uber?Uber's Strategic PositionUber is a global platform for ride-hailing, food delivery, and freight transport. Its network effects and potential cost savings through autonomous vehicles (AVs) put it in a strong position to seize the opportunities presented by Robotaxis. With 150 million users on its platform, Uber provides immense value to companies developing AVs. Autonomous cars are expensive, costing $150,000 to $200,000, including both manufacturing and the high-tech sensors and computing power required for self-driving
Will Uber Be the Biggest Winner in the Robotaxi Era?
avatarEV_Dig
10-12

Musk's Robotaxi Debut: How Much Further Can Tesla Fall?

$Tesla Motors(TSLA)$ ’s long-awaited Robotaxi prototype has finally been revealed, marking a significant moment in the company’s journey toward transforming from a car manufacturer to an AI technology leader. However, investor sentiment remains cautious, as many believe Tesla faces considerable obstacles.1.Key Challenges in DeploymentTimeline for Mass Production: While the prototype is ready, mass production is at least a year away, with full commercialization taking at least another year. This slow rollout is a concern for investors expecting quicker returns.FSD System Limitations: Tesla's FSD system relies on a pure camera-based vision approach, which helps lower costs but struggles in complex or extreme environments. Its performance drops in lo
Musk's Robotaxi Debut: How Much Further Can Tesla Fall?
avatarEV_Dig
10-11

Auto Firms Step Up AI Race: Li Auto Plans Chip R&D, XPeng Unveils P7+

With $Tesla Motors(TSLA)$ 's Robotaxi on the verge of debut, $Li Auto(LI)$ $LI AUTO-W(02015)$ plans to establish a chip R&D team in Hong Kong, while $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ 's new P7+ model has made its appearance. The competition in the AI sector among car manufacturers seems to be intensifying.1.Li Auto's Chip R&D ExpansionFollowing $NIO Inc.(NIO)$ $NIO-SW(09866)$ ’s launch of the Shenji autonomous driving chip and XPeng's Turinng chip, Li Auto is now entering the chip dev
Auto Firms Step Up AI Race: Li Auto Plans Chip R&D, XPeng Unveils P7+
avatarEV_Dig
10-11

Tesla's Robotaxi: Opportunity or Crisis for Ride-Sharing Giants?

$Tesla Motors(TSLA)$ is set to launch its new Robotaxi, called “Cybercab.” Many analysts believe that with the evolution of the autonomous vehicle industry, $Uber(UBER)$ will play a crucial role in this market.Bank of America suggests that Uber’s network could benefit from the competition brought by autonomous vehicles. Analyst Justin Post and his team argue that as self-driving companies work to develop and refine their technologies, the competitive landscape will enhance the value of Uber’s network. Recently, Uber announced partnerships with $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Waymo,
Tesla's Robotaxi: Opportunity or Crisis for Ride-Sharing Giants?
avatarEV_Dig
10-10

🚗Top 10 Highlights of Tesla's Robotaxi Launch Event

Robotaxi, Humanoid Robots... Will $Tesla Motors(TSLA)$ unveil the much-anticipated robotaxi by Wall Street at this conference? What major updates can we expect for humanoid robots, FSD full self-driving, and new models?As the Tesla Robotaxi Day event on October 10th approaches, the global spotlight once again focuses on the latest technological trends of this electric vehicle giant. Musk previously referred to it as "historic" and potentially "the biggest event in the company's history."On October 7th, Bernstein analysts A.M. (Toni) Sacconaghi, Jr. and Daniel Zhu released a report stating that they expect $Tesla Motors(TSLA)$ to demonstrate a dedicated robotaxi and ride-hailing app during the Robotaxi Day
🚗Top 10 Highlights of Tesla's Robotaxi Launch Event
avatarEV_Dig
10-10

What Do Analysts Think of Tesla's Robotaxi?

$Tesla Motors(TSLA)$ ’s highly anticipated Robotaxi event, “We, Robot,” is just around the corner, and analysts are weighing in on what it could mean for the company.Stock Volatility and RecoveryEarlier this year, Tesla's stock plummeted nearly 43% in the first four months, wiping out over $320 billion in market value. However, thanks to improving quarterly delivery data and Musk’s confidence in the profit potential of autonomous driving, the stock has rebounded nearly 72% since hitting a low at the end of April.RBC Capital Markets analyst Tom Narayan is cautiously optimistic about the upcoming launch. He believes the event will be crucial in assessing the viability of Musk’s claims regarding the Robotaxi’s potential. Tesla plans to introduce its
What Do Analysts Think of Tesla's Robotaxi?
avatarEV_Dig
10-09

Tesla a Potential CUP AND HANDLE Here, 3 Big News to Watch

@traderstewie: $Tesla Motors(TSLA)$ A beginning phase of a potential CUP AND HANDLE pattern in the making here. $Tesla Motors(TSLA)$ made a nice INSIDE DAY candle today after a quick tidy pullback to test 20 day MA... Still looks quite constructive. A beginning phase of a potential CUP AND HANDLE pattern in the making here.3 Big News for $Tesla Motors(TSLA)$ 1. China EV insurance registrations for week ending Oct 6: -$TSLA $NIO Inc.(NIO)$ 4,500, $Tesla Motors(TSLA)$ 1,800, $XIAOMI-W(01810)$ 3,800,
Tesla a Potential CUP AND HANDLE Here, 3 Big News to Watch
avatarEV_Dig
09-11

Crazy Rally for NIO and XPeng! Should We Still Buy?

$NIO Inc.(NIO)$ $NIO-SW(09866)$ and $XPENG-W(09868)$ $XPeng Inc.(XPEV)$ have been on fire lately, with NIO soaring 48% over eight trading days and XPeng jumping 29% post-earnings! Meanwhile, $Li Auto(LI)$ $LI AUTO-W(02015)$ has barely moved, highlighting just how impressive NIO and XPeng’s performance has been.Why are NIO and XPeng surging? Can you still jump in?Better Earnings Boost SharesLet’s start with NIO. The stock kicked off its rally after its Q2 earnings report, which beat expectations. On the day of the report, the stock surge
Crazy Rally for NIO and XPeng! Should We Still Buy?
avatarEV_Dig
09-06

Tesla Led, But Investor Uncertainty Remains

On Wednesday, $Tesla Motors(TSLA)$ ’s stock surged, but investors seem cautious and are awaiting major developments and news.Tesla led the S&P 500 with the largest gains. Earlier, Elon Musk tweeted a message that may have boosted the stock. He wrote: "Just leaving Tesla engineering offices in Palo Alto. Mostly good, some bad. The future is going to be wild. There will be so many robots …"Tesla is working on AI training robots, which could be used both internally and sold externally. Musk believes the robot business could one day rival the company’s automotive segment.In the past four trading days, Tesla's stock rose on three of them. However, it’s worth noting that the stock fell on three out of the previous four days, so recent gains are like
Tesla Led, But Investor Uncertainty Remains
avatarEV_Dig
09-06

NIO, XPEV & Li Q2 Earnings Showdown: The Battle Heats Up!

$NIO Inc.(NIO)$ $NIO-SW(09866)$ released its Q2 earnings yesterday, completing the earnings reports for NIO, $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ , and $Li Auto(LI)$ $LI AUTO-W(02015)$ . It’s time to dive into the comparison!Growth RatesLi Auto leads with a total revenue of ¥31.7 billion. NIO follows with ¥17.4 billion. XPeng trails with ¥8.1 billion.Li Auto’s revenue growth is just 10.6%, lagging behind XPeng’s 60.3% and NIO’s 98.9%.Li Auto’s slower growth can be attributed to its strong historical performance, raising questions about i
NIO, XPEV & Li Q2 Earnings Showdown: The Battle Heats Up!
avatarEV_Dig
09-02

August EV Sales Review: NIO Sales Soar to New Heights!

Major EV manufacturers released their August delivery numbers yesterday, and the results were a mixed bag.NIO, XPeng & Li AutoStarting with $NIO Inc.(NIO)$ $NIO-SW(09866)$ , they delivered 20,176 units in August, a 4.4% increase year-over-year, marking their fourth consecutive month with over 20,000 units. This is solid for NIO, especially since they haven’t launched any new models recently and are relying on their existing lineup. For a company focusing solely on EV, maintaining monthly sales above 20,000 units is impressive.NIO also celebrated the launch of its new brand, ONVO, which kicked off with a “100 Stores Opening” event. ONVO L60 model will be available in 105 stores across 55 cities and 23
August EV Sales Review: NIO Sales Soar to New Heights!
avatarEV_Dig
08-28

LI Earnings Digest | Strong Sales but Slim Profits!

$Li Auto(LI)$ $LI AUTO-W(02015)$ 's latest earnings report has been a mixed bag. The stock saw a sharp pre-market rise but quickly turned negative before inching up again. The market reaction reveals the underlying concerns.Compared to analysts' expectations, Li Auto's Q2 revenue slightly exceeded forecasts, but adjusted net profit was disappointing. The mixed stock performance reflects the cautious outlook on Li Auto's earnings report.Earnings highlights- Revenue: Li Auto's Q2 revenue hit ¥31.7 billion, slightly surpassing the analyst estimate of ¥31.4 billion. This represents a 10.6% year-over-year increase. Revenue from vehicles sales was ¥30.3 billion, up just 8.4% year on year.- Sales: The company sol
LI Earnings Digest | Strong Sales but Slim Profits!
avatarEV_Dig
08-28

Can the MONA M03 Save XPeng?

Yesterday marked the 10th anniversary of $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ and the 4th anniversary of its IPO. On this significant day, XPeng launched its new MONA M03 model:XPeng Cheapest ModelThe M03 is a compact electric sedan with a range of 515-620 km and a price tag of ¥119,800 to ¥155,800, making it the cheapest model in XPeng’s history!Within 52 minutes of its launch, pre-orders for the M03 surpassed 10,000 units! As a result, XPeng's stock on the US market rose 6.52% yesterday, while $Li Auto(LI)$ $LI AUTO-W(02015)$ climbed 2.36%, and $NIO Inc.(NIO)$
Can the MONA M03 Save XPeng?

Go to Tiger App to see more news