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A story from 2007.
In the Q1 report, I saw 3 compelling signs (numbers) that $TSLA is finally evolving into an AI and energy company (which is likely to send the stock up 10X+ from here): 1. Real world AI is here, at scale: FSD (Full Self-Driving) V12 has been pushed to more than 1.8M cars on the…
2024 is almost halfway through. Let's take a look at which sectors and stocks in this sector are standing out so far this year. (1/3) 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 +𝟮𝟱.𝟬% 𝗬𝗧𝗗 1. $SMCI - Supermicro +218.5% 2. $NVDA - Nvidia +155.6% 3. $MSTR - MicroStrategy +134.9%
Clear skies for Falcon 9’s first stage booster as it lands on the A Shortfall of Gravitas droneship stationed in the Atlantic Ocean
Nvidia’s $NVDA data center GPU shipments were estimated to be 3.76 million in 2023, an increase of more than 42% from 2.64 million in 2022. The H100’s increased pricing relative to the A100 drove Nvidia’s 126% revenue growth last year.
BREAKING: More than 7,000 companies globally, employing 130 million people, can't pay back loans and are drowning in debt, per AP.
Here are the most held stocks by Hedge Funds
The cost of owning a home in the US has increased 26% since 2020, as expenses including taxes, insurance and utilities all soared during a period of high inflation across the economy, per Bloomberg.
BREAKING: 🇺🇸 Louisiana becomes the first US state requiring the Ten Commandments be posted in classrooms
Still seeing signs of elevated shipping costs.
Intel is moving aggressively on silicon photonics and CPO (co-packaged optics), joining hands with Taiwan’s LandMark Optoelectronics and China’s LuxShare Technology, a subsidiary of Apple-partner LuxShare Precision, media report, noting silicon photonics and optical…
When it comes to the stock market, the "little guy" has been left behind. The small-cap Russell 2,000 $IWM is down roughly 6% since President Biden was inaugurated. Over the same time frame, the Nasdaq 100 $QQQ is up 50%.
Third zero intervention drive in a row on FSD 12.4.1. From parking spot to parking spot completely hands free. Watch in 4K: youtu.be/-Hy840y6rlg
Companies are cutting middle-management roles, and millennials are likely to be most affected, per BI.
IDF says operational plans for an offensive in Lebanon were approved jpost.com/breaking-news/…
$PLTR is evolving into the West's most important enterprise platform. Here's how it can disrupt $MSFT, along this path: 1. Streamlined Foundry Deployment: $PLTR is making it easier for medium and small organizations to cost-effectively adopt Foundry, broadening its user base…
Yield is destiny for medium-term asset returns and today there just isn't much yield buying risky assets. Term premium, equity risk premium, spread premium all remain at multi-decade lows which means that asset returns over cash are going to look poor in coming years. ERP low:
$NVDA is currently just ~2% away from overtaking $MSFT as the largest company in the world by market cap. Visualizing the rapid rise of NVIDIA:
$71 billion Technology Select Sector SPDR ETF XLK could be forced to buy nearly $10 billion worth of Nvidia shares on Friday, while selling more than $11 billion worth of Apple shares.
Nvidia's $NVDA desktop GPU market share is estimated to have reached its highest level in more than 10 years at 88%, while AMD’s $AMD share dipped to the lowest level in 5 quarters at 12%.
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