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    • EV_DigEV_Dig
      ·刚刚
      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

      NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!

      @Value_investing：
      $NVIDIA Corp(NVDA)$ After hours, NVIDIA released its Q3 FY2025 earnings (for the three months ending October 27), significantly surpassing expectations.Q3 revenue reached $35.08 billion, well above analysts' forecast of $33.25 billion. Adjusted net profit was $20 billion, exceeding the expected $18.56 billion.However, NVIDIA's stock dropped nearly 5% after hours due to Q4 guidance falling short of analyst expectations. A similar drop occurred after the previous earnings report, but the stock quickly rebounded and set a new all-time high. Will history repeat itself?In terms of revenue, Q3 saw a 93.6% year-on-year increase, greatly outperforming expectations. Specific business performance includes:Data center revenue of $30.77 billion, up 112% year-
      NVIDIA Reports Strong Earnings, $5 Trillion Market Cap Within Reach!
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    • EV_DigEV_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

      EV Stocks Surge Amid Regulatory Optimism: How to Invest and Benefit

      @Tiger V：
      Overview of Market Performance Electric vehicle (EV) stocks rallied on Monday following a Bloomberg report that President-elect Donald Trump’s transition team plans to introduce federal regulations for autonomous vehicles. This development is fueling optimism among investors that a unified regulatory framework could accelerate the adoption and deployment of self-driving technologies. Key EV stocks surged: WeRide jumped 20%, Tesla climbed 8%, and other players like Faraday Future, Zeekr, Lucid, Rivian, NIO, XPeng, and Li Auto experienced notable gains. Trump’s appointment of Tesla CEO Elon Musk as co-head of the government efficiency department has further boosted market confidence, given Musk’s vocal stance on simplifying the state-by-state approval process for self-driving vehicles. EV Ma
      EV Stocks Surge Amid Regulatory Optimism: How to Invest and Benefit
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    • EV_DigEV_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
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      Tesla Shares Soar to 11-Year High, Yet Some Analysts Bearish
    • EV_DigEV_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
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      Tesla Soars 22%, Best Single-Day Performance in 11 Years!
    • EV_DigEV_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
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      Uber Leads in Robotaxi, Tesla Lags Behind?
    • EV_DigEV_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
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      Tesla Stock Rises Amid Investor Optimism
    • EV_DigEV_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
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      Elon Musk’s Never-Ending Battle with the Short Sellers
    • EV_DigEV_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
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      Will Uber Be the Biggest Winner in the Robotaxi Era?
    • EV_DigEV_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
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      Musk's Robotaxi Debut: How Much Further Can Tesla Fall?
    • EV_DigEV_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
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      Auto Firms Step Up AI Race: Li Auto Plans Chip R&D, XPeng Unveils P7+
       
       
       
       

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