$Tesla Motors(TSLA)$ an exit above $200 is a god given exit opp...after the abysmal Tesla earnings, post NVDIA earnings sell off and tomorrows jobless claims (most likely to be higher given all the revisions to upside lately) this stock is gonna open below $200
$Salesforce.com(CRM)$ Klarna news is big deal. They no longer need Saleforce or Workday. AI makes these providers a net loser because their functions can be replaced with AI related functions that are much cheaper. I am surprised CRM isn't down more than 5% on this news. Klarna cannot be the only one removing CRM.
$Alphabet(GOOG)$ A good example of what happens to greedy investors is Abercrombie and Fitch.It went up 400% in one year but look at it now dare you.Investors thought it would rise forever.Sound familiar ?Also lots of other retailers tanking this am.Foot locker, PVH maker of hilfiger and Calvin Klein.Bath and body works etc Temu fell 29% yesterday.William sonoma and Urban outfitters last week.Think it has nothing to do with goog ?Consumer is 70% of the economy and goog makes almost all of it's earnings via ads.
$XPeng Inc.(XPEV)$ The world is a big place. Why are people so naïve to think that we’ve got the only economy in the world. Yes, we are a major player in this world, but we’re not the only ones. And my honest opinion, China will be taking the lead as the world strongest economy. They have all the manufacturing jobs and they have everything lined up for them to be the next superpower. I’m just riding the coattails in a company that will be the next upcoming Tesla. Will not be as big, but a very strong player in the auto making industry.Was expecting a possible pull back, but not a firm kick to the groin like this! Opening up some buying opportunities for everyone that has extra money on the sidelines. Maybe the board of X
$Palantir Technologies Inc.(PLTR)$ to breaking even in business is the goal- tht keeps u afloat to fight another day- to beat is a bonus to keep on creating- nvda's beat and its guidance is an assurance tht it's still all systems' go- and tht nvda 's money printing press is still a very well-oiled machine-
$XIAOMI-W(01810)$ Hongmeng Intelligent Driving is now too messy, with too many models and poor product strength. To be honest, Zhijie is definitely not as good as Xiaomi. Zhijie S7 and Xiaomi SU7 are competing products, but Xiaomi is obviously more focused and can basically be said to beat S7. Zhijie R7 also has to face competition from Xiaomi SUV, and it is definitely not as good as it is now.
$Salesforce.com(CRM)$ This suggests that analysts currently see better opportunities in other sectors, and that’s it. Right now, AI hardware is getting all the attention, and enterprise software is viewed as a market performer. However, enterprise software will eventually capitalize on the new AI hardware infrastructure. After that cycle runs its course, the focus will likely shift to companies like J&J, P&G, Honeywell, Costco, and Walmart as they start implementing AI into their operations and services.
$XIAOMI-W(01810)$ As of now, the delivery of August has basically reached 10,000. With the sales this week, August continues to steadily exceed 10,000.Based on the public battle reports of various car companies, etc., I roughly sorted out the time it took for the first car released by each company to deliver more than 10,000. Xiaomi's speed is very fast, so there is nothing to worry about.
$SENSETIME-W(00020)$ Revenue of each segment:1. Generative AI revenue was RMB 1.05 billion, a significant year-on-year increase of 255.7%;2. Jueying smart car business revenue was RMB 168 million, a year-on-year increase of 100.4%;3. Traditional AI revenue was RMB 520 million, a year-on-year decrease of 50.6%.Good news:The growth rate of new business generative AI and smart car business exceeded 100%. SenseTime has successfully transformed from a traditional AI to a generative AI companyBad news:Revenue increased by only more than 20% year-on-year, and the loss exceeded 2 billion
$NVIDIA Corp(NVDA)$ In Nvidia's fiscal 2025 first quarter, the company said it expected Q2 revenue of "$28.0 billion, plus or minus 2%." Wall Street analysts surveyed by LSEG believe Nvidia sandbagged a little. Their average Q2 revenue estimate is $28.6 billion.I predict Nvidia will beat its own Q2 outlook and top Wall Street's expectations when it announces its results on Aug. 28. I also think this will flow down to the bottom line, with the company exceeding the average analysts' adjusted earnings estimate of $0.64 per share.