Based on the trend Meta was on pre-covid, and after the fall in share price after heavy investment in the Metaverse, we are seeing Meta share price come back to fair valuations. Especially when the management has shifted focus to investing heavily on H1000 GPUs form Nvidia, and currently have the largest order for GPUs in the industry. Compared to the Metaverse investment, there is a more ready market for AI products, especially for Advertising usecases, which is Meta's core business. Based on these macro economic factors as well as where the trendlines intersect, it would be realistic to expect Meta's share price to reach $540 by Nov 2024.$Meta Platforms, Inc.(META)$
Serve robotics received $40million from investors to expand to other cities with 2000 new robots. NVIDIA, Postmates are investors with interest from Pizzahut. Share price went from $2 to $13 over the weekend. Its currently trading at $9. Each robot is approximately $2000 and works at Level 4 autonomy. Question, is the labor cost in US and Canada so high that a $2000 robot can replace runners?
$Tesla Motors(TSLA)$ Tesla is below 220$ today and is suddenly feeling attractive to bring down my dollar cost averaging. The currebt downturn seems to be related to the price cuts in china and muted response to the cyber truck. And there has been no change in the beta status of the autopilot program. Mr Musk has been optimistic about the timeline of autopilot for a while, but it seems to be still far away. Tesla still seems to make high quality EVs, BYD and similar brands altough are catching up in quality, their battery technology seems to still be inferior to tesla. So tesla is a superior brand in EVs. But the 200-300$ price valuation is highly linked to the auto pilot and a little to the $20,000 mass market car. From the
Believe that Tesla's cyber truck production is going to start soon, and I expect the production volumes to be high and the initial customer reviews are going to be highly positive. This event will take the stock price above $300 in my opinion.