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Based on Jensen's track record, AI will not be a bubble. Because this will impact his empire...
Why This Fund Manager Trimmed His Nvidia Position - and Has a Warning About AI
Well a change of stance because the market of china for Tesla is bigger than any other country alone. If china ban increase tariffs for US auto markers then Tesla will be hit sales will drop. In china, china EVs will then dominate.
Elon Musk Now Says He Opposes US Tariffs on Chinese EVs
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while it makes sense, all is priced in, as ever since July 2023, it has been on 5.5%.... after 3 months+, it has started to rally, as interest rate halted. The rally continued from Oct 2023 till now (earnings end).
The Fed Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession"
compared to some of the high fliers in Singapore.... and the results.... Jensen is the way to go...
Nvidia Founder, CEO Jensen Huang Eligible for $3M Bonus in FY25
How is it genuinely bad news with decreasing lead time? This is as though if you improve your production capacity / productivity to take on more orders, getting more market share is actually bad news? In addition, there is product life cycles, and uptake from smaller companies after interest rates reduced...
Nvidia: UBS Note Should Raise Alarms
once earnings release, those who cash out and take profit, the stock will retrace and fly way more... this happen on the 1st earnings... it plateau and drop back but then now fly almost hitting $600
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$NIO Inc.(NIO)$ the key to this automaker is the battery swaps. Not about the delivery of the vehicles. Partnering with other EVs will help to improve the company cash burn situation. The delivery of their vehicles, might not sustain as there is no clear cut differentiation in branding. I.e a Toyota vs BMW. Branding don't just change overnight. You don't build a luxury vehicle, expecting to compete with a Porsche. If it was so ever simple, why car makers go for mass market over luxury vehicles.
$NVIDIA Corp(NVDA)$ The chips are banned. But it will flow in from another country at a highigher price.
not good.... 2022 it delivered 9k+ vehicles
NIO Delivers 8,506 Vehicles in January 2023
revenue drop, margins drop...
@cd1212:$NIO Inc.(NIO)$premarket so low..
$SAMUDERA SHIPPING LINE LTD(S56.SI)$freight rates are dropping.... shipping sector is over
hmmm that would mean it is prepared for US listing to be go down the drains ?
NIO Inc. Announces Proposed Secondary Listing on the Singapore Exchange
this article targets the bin.... precisely thats why they are into other industries like automotive to reduce certain sector exposures.... its risk management...
Nvidia: High Crypto-Mining Exposure Makes It A Sell In The Near Term
there is a boost in AI as well..
Nvidia's Gaming and Datacenter Outlook Is Strong. That's Why the Stock Got an Upgrade.
well this ratings are nonsense.... Nvidia has proven themselves for a decade.... they have branch out to many different source of income ...
Nvidia Rises As New Street Upgrades on "Attractive Valuation", Data Center Outlook
Lol
3 Surefire Warren Buffett Stocks That Are Screaming Buys in April
$SIA ENGINEERING CO LTD(S59.SI)$hmm what is up with the many sellers today?
its good to portion out the deliveries if your a listed company
NIO Delivered 9,985 Vehicles in March 2022, Increasing by 37.6% YoY
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