Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness. Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power. The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.
Wow. Meta is very strong at optimising operations and going all in on new technology. Question is how far can social network business and marketing can bring the company. Can they build on their physical AI business (Rayban Glasses). What is their next steps?
Meta Lifts Spending Forecast, Flags Legal Scrutiny
Meta Platforms raised its annual capital spending forecast on Wednesday.
Tesla Pushes Optimus V3 Reveal Later This Year – Again
During Tesla’s Q1 2026 earnings call today, CEO Elon Musk confirmed that Optimus robot production will begin at Fremont in late July or August — just four months after the last Model S and X roll off...
I think it would drop by 4% as it would be a miss. There would be worsening cash flow and slowing revenue growth. Concerns would be on increasing capex with Elon Musk not sharing more on robotaxi and robots as this is an earnings call. He will say this is not a product launch.
My plan: 1) continue to accumulate at sign of weakness. Target price: $380 2) hope for robotaxi launch in 2H 2026
What's Ahead for Tesla as It Doubles Down on AI
$Tesla Motors(TSLA)$ is ending 2025 on a high note, and investor are looking for even bigger things next year as the electric vehicle giant doubles down on artificial intelligence and...