$Tesla Motors(TSLA)$  FSD faces regulatory hurdles, EV competition in China intensifies, lost of market share in China. Slow or stagnant growth in North America and Europe. Thousands of Humanoid robots are to be deployed this year in own factories for boring tasks - if boring any robots can do right?. Despite all these challenges, Tesla shares jumped on the optimism that Tesla will be the largest company in the world, bigger than the next 5 companies put together. Love the story telling session. 

$NVIDIA Corp(NVDA)$  Nothing has changed from two weeks ago. Love the market volatility. But one year from now, we will see. Nvidia is sitting in several markets where it is a dominant force and where earnings have not been priced in! And what's the revenue and earnings potential from Blackwell? Do the maths traders! up up up! 

$NVIDIA Corp(NVDA)$   TSMC has a strong March and April revenue, mainly driven by AI chips. Crunch the numbers and you will be able to predict the revenue for NVIDIA for FY25 Q1 (FEB - APR). It will be a very strong revenue and GP margin, exceeding management guidance.

$NVIDIA(NVDA)$  All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume output will not change but margin will definitely be squeezed. It will no longer command the same margin. 

$NVIDIA(NVDA)$  SMCI prolly can recognise some parts of Blackwell revenue where it prepares client site for installation while waiting for Blackwell chip to arrive. But for NVIDIA, revenue can only be recognised when chips are shipped. I would expect revenue this quarter to go below forecast or even lower than last quarter. A big revenue hole to fill as it transits from hopper to Blackwell. 

$Tesla Motors(TSLA)$   FSD roll out - this really depends on regulatory approval. Again, Europe and China will not approve until their champions are ready.  EV competition - fierce competition, market is growing, competitors are growing but Tesla sales are dropping Humanoid robots - hundreds of robotic companies from China are ready to compete.  The Tesla now is different from the Tesla back during the infantry of EV industry. Surely 100+ trailing and forward PE are overly optimistic in this challenging environment for Tesla

$NVIDIA Corp(NVDA)$  Nvidia’s Blackwell GPUs are going bigger rather than denser compared to the previous Hopper chips. Two dies are glued together to form a single GPU. Each of these GPUs is connected with something resembling a spinal backbone, enabling them to function together as if they are one GPU. This approach is ingenious because rack space is less of a constraint for AI accelerators in data centers. Additionally, it allows Nvidia to continue using chips manufactured with the more mature 4NP technology rather than the latest 3nm technology. This results in better output rates and lower costs per unit. Oh, the glue and spinal cord are patented! 😅😅 This is the check-mate moment. And not a surprise, AMD’s Lisa

$Tesla Motors(TSLA)$  revenue almost stagnant, margin dropped, throat cutting competition in China EV market, FSD will soon give no advantage as it will be widely available, powered by Nvidia and by the way regulators in Europe will prolly time approval once their champions are ready. And affordable models will see margin further drop and the product will be "lost" amongst all the cheaper Chinese ev products of the same price range. 

$NVIDIA(NVDA)$  quite frankly, Nvidia chips are great for training. Market leader no doubt but the market needs are growing as fast. Inference is growing; now at 40% and will end up 80-90%. Inference can be done from the edge and lots of competitors out there.. margin will not be as great. DeepSeek shows it is worth penetrating CUDA to achieve better inference efficiency. And to add on, insider trading is selling the shares big time! 

$NVIDIA Corp(NVDA)$  The tech sell-off last week evokes memories of the FAANG meltdown in 2021. Short-sellers are celebrating a rare victory and advocating for further downward correction. The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors. Financial news portals tend to present one-sided stories, exacerbating market volatility. While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escal