$Tesla Motors(TSLA)$ why I trust Elon's Musk. Which big cap CEO in the world shares his true thoughts as readily and timely as him? You will know him via 1) reading his biography 2) reading his tweets 3) watching his interviews
$Meta Platforms, Inc.(META)$ FANNG stock. Unlikely to breach new highs in the near future. Likely to trade in the band between 610 to 650. Ok to accumulate at the lower band.
$Tesla Motors(TSLA)$ Big wall at $500 that is difficult to break. Need tailwind to happen. Not adding more now. Tailwind 1) potential SpaceX priority? 2) removal of safety monitor 3) improvement in Optimus Bear - upcoming result announcement 1) lower car margin 2) lower car sales
$Alphabet(GOOG)$ gotta stay with this. Too many tailwind moments - strong AI product in Chrome - SpaceX investment - TPU product not yet truly realised
$Nivida is a core holding in my portfolio. Chips are the oil in the next 10'years and $Nivida is the Hermes of chips. They are the best and demand would continue to grow.
Semiconductor chips are the new oil. To be a strong country, you must have your own source and be able to control the entire manufacturing chain. Nividia is the most valuable company as it powers AI. AI is the next growth engine and we are just touching the initial areas of what it can do. There would be alot of development in this area. It's demise is greatly exaggerated.
Difficult to put a timeline on Optimus as ELon Musk is known to be super aggressive on his timelines. However FSD is an important factor for Optimus to succeed. Tesla immediate future is the launch of FSD. Tesla is the only company that has the entire work stream for humanoid robotics 1) manufacturing 2) AI - FSD 3) battery
$SUPER MICRO COMPUTER INC(SMCI)$ High risk high rewards. The accounting accusations seems to be front loading revenue. In my view, this is not as harmful as other accounting scandals such as false or non-existence revenue. Worth a punt.
Cyber truck could be used as a serious weapon by Chinese citizens given the recent mass accidents. Highly doubt the Chinese government would allow it in the current form. Probably if they convert it to become more passenger and less angular. Tough.
Tesla's Cybertruck Is Not Coming To China Anytime Soon: Report