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Based on Jensen's track record, AI will not be a bubble. Because this will impact his empire...
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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. 
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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). 
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compared to some of the high fliers in Singapore.... and the results.... Jensen is the way to go...
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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...
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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. 
avatarOpenMind
2023-10-18
$NVIDIA Corp(NVDA)$ The chips are banned. But it will flow in from another country at a highigher price. 
avatarOpenMind
2023-02-01
not good.... 2022 it delivered 9k+ vehicles
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avatarOpenMind
2022-06-09
revenue drop, margins drop...
@cd1212:$NIO Inc.(NIO)$premarket so low..
avatarOpenMind
2022-06-09
$SAMUDERA SHIPPING LINE LTD(S56.SI)$‌freight rates are dropping.... shipping sector is over
avatarOpenMind
2022-05-06
hmmm that would mean it is prepared for US listing to be go down the drains ?
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avatarOpenMind
2022-04-20
this article targets the bin.... precisely thats why they are into other industries like automotive to reduce certain sector exposures.... its risk management...
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avatarOpenMind
2022-04-14
there is a boost in AI as well..
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avatarOpenMind
2022-04-13
well this ratings are nonsense.... Nvidia has proven themselves for a decade.... they have branch out to many different source of income ...
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avatarOpenMind
2022-04-08
Lol
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avatarOpenMind
2022-04-08
$SIA ENGINEERING CO LTD(S59.SI)$‌hmm what is up with the many sellers today?
avatarOpenMind
2022-04-06
avatarOpenMind
2022-04-04
its good to portion out the deliveries if your a listed company
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