$NVIDIA Corp(NVDA)$ My view is investor is not realistic on expectations. Look at the numbers They are so robust. Forward looking is not as much as the analyst wants to see. Just not realistic. AI just started. A long way to go. Just need the team to settle down and look at the numbers it already tells you is a gold mine out there
This has +ve impact. I would expect the market to turn +ve. But I do not expect a full bull run. For it to be more +ve would need to see the rate cut and that would give the final boost
I strongly believe it will. Should be fairly near term too. Personally I am betting it will cross 4T before Apple. Looking at Blackwell demand it could spur it forward
$Tesla Motors(TSLA)$ I believe buying Tesla is not a game. I feel owning it has a long term benefit as this is an investment. The movement with the sales is good. What is more exciting is what is in it's portfolio which is transformative.
$Tesla Motors(TSLA)$ personally I am in favor this goes in favor of Elon. Where would you find such committed and visionary leader. Imagine he did not get his reward, would he confuse to contribute to Tesla or could he start something different and move the development to another of his startup and not enhance the value of Tesla
$Apple(AAPL)$ I love the way they implement AI to the system. I personally think with this announcement the sky is the limit as the integration with Privacy is critical. For a start I suspect the price would hover below $220. Post launch during September event and if the delivery is as shared it will head northwards.
Personally not immediate. Historically there are some up side and than rationalization. I might use the opportunity to rotate out from NVDIA and buy when it retreats back to $1K or lower.