My opinion is that if you trade on $TSLA you'll be trading on an idea or a believe. it is obvious that EM has moved on to more "sexy" toys. Moreover, $TSLA is facing A slew of headwinds against Chinese EV makers esp. BYD, LI and NIO. Accept it or not, EV is China's market, the U.S. market still likes the feel of raving engines. It's a different consumer base, these 2 countries.
Biggest Takeaways from $META, $MSFT & $TSLA Earnings 👇
Biggest Takeaways from META, MSFT & TSLA Earnings 👇1. $Meta Platforms, Inc.(META)$ All-In on AI • Meta just obliterated expectations -- revenue surged 21% YoY to $48.4B, with EPS at $8.02, crushing estimates. The ad engine is running at full throttle, but the real story is AI. Meta is pouring $60B+ into AI infrastructure in 2025, an unprecedented bet that will reshape its ad targeting, engagement, and platform intelligence. With Llama 3 set to push AI cost efficiencies even further, Meta isn’t just integrating AI -- it’s rebuilding its entire ecosystem around it. The spending is massive, but in AI, winner-take-most dynamics apply -- and Meta is making sure it stays ahead.2. $Microsoft(MSFT)$ Faces Clo
$NVIDIA(NVDA)$ I still stay strong on the view that software and hardware needs to co-exist. with the principle being that DeepSeek is fundamentally a Software business and Nvidia is hardware chips business and both are required to perform the AI function which also means with more chips you can multifold the computational power , information is so vast that the higher the processing power the better is the entire performance of system. I hope #NVDA further drops to 110 and below, I'll increase me loading up of NVDA shares. For context, I'm playing long.
In my view, it's not just the company but the culture in the people. China has been in existence far longer than the U.S. has been. it has been invaded by so many foreign powers in its history yet at the end of the day, the country ememerges and has become stronger than before. this is ingrained in the DNA of its people, truncated to its companies Albeit there are some black sheeps so as other countries companies. I have no doubt these stocks are a steal currently. I concur with your view on these 3 compabies. I own stocks two out of these 3.
$NVIDIA Corp(NVDA)$ Nvidia has overtaken Apple as the world's largest company, CEO has asked HBM for 6-months pre-supply of chips, with fundamentals so strong it doesn't make sense the direction of todays market. I believe it is biased to market sentiments due to elections, I will buy the dip.