To The Moon

I think TSMC should do well and added some shares during the recent days market pull back.  With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard. 

$Tesla Motors(TSLA)$  I shared before in another thread on the impact of the robotaxi tweet.  In general I don't have confidence but I withhold further judgement waiting for the upcoming earnings call.  I want to see what is their plan for FSD licensing, clarify on model2 wether its a go or no-go, more concrete information on robotaxis and hopefully some plan on improving battery tech which is a key component of EVs.  I am working in the semiconductor industry building the key components for EV and orders are being reduced  whereas chinese EV manufacturers are ramping up.  I am disappointed in using tweets to create hype, it's unprofessional and does not add to my confidence. In order to turn

I am not sure the reason to invest in this stock except maybe to ride the hype when it shoot up. I made mistakes in the past where I invested in a stock because it was sky rocketing but once reality took hold it dropped. Now I only invest in companies which are on solid ground and although there are ups and downs I feel more at ease. There is no reason to put money into this stock. No plan and very bad financial cannot be offset by being a presidential candidate.

I don't think Nvidia will drop below 800, yesterday dip was partially Caused by hotter than expected cpi data and almost every stock dipped but it recovered partially during trading hours.  Intel in my view is in a similar situation compared to amd being late and trying to break into the market. Both will have their place but it will be important if they compete mainly on performance or cost.  Both will undercut pricing as much as they can to gain market share with likely faster availability due to shorter order backlog and can be attractive for smaller companies in comparison to hyperscalers Nvidia will still be the performance leader plus their strong software support will always sway buyers to go with them. For hyperscalers building large AI data centers the cost of high

In the report I dont see Sofi listed amongst the student loan financing companies Highlighted. If it is really not involved and did due diligence it should be made clear in this article else it will give a very wrong impression. 

$Tesla Motors(TSLA)$  One tweet and the stock went up several percent. No I don't think it will help Tesla stock in the mid term and instead it is hype to keep it from sinking further.  Yes once actually rolled out it will significantly support the stock but it will be a long process to get there, besides completing FSD , building the car there are also regulations to meet and approvals to get.  Elon Musk needs to stop tweeting (either to create hype or at least to not damage the company image) and instead share a clear plan on the roll-out, FSD progress and lisencing and clarify on Model 2 release.  The competition is getting stronger and stronger, one item which I think is important are recent news

Agree, I don't see good news or catalyst yet to actually turn things around. Stale and old line up, one tweet of Robotaxi supposed to give confidence?...more importantly by when will this actually happening and add to revenue. I was hoping for FSD, model2 to help give confidence But its too thin 

Interesting article. Key is when that regret may happen and if the rate of AI market expansion is slower than AI competitors taking away market share from Nvidia. This is not likely to happen soon. I am holding Nvidia shares, am watching developments and hopefully will already have either changed or diversified my portfolio by then. 

Noto knows what he is doing and IMO this is a good buying opportunity and have loaded up on more shares. 

$Tesla Motors(TSLA)$ Yesterday movement is interesting. On one hand bad news for 2mil vehicle recall on FSD safety and on the other is the grant for the new mexico Giga factory. Personally I was expecting it nor to go up, the grant is good but unless EV demand increase it still won't make sense to accelerate the mexico plant for tesla bottom line.