ThorLight
ThorLight
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avatarThorLight
2024-11-27
$NVIDIA Corp(NVDA)$  Yes, will load up NVDA and other chips related companies, like AMD. Not too sure about Intel, seems to have some issues. 
avatarThorLight
2024-11-27
$NVIDIA Corp(NVDA)$  In order for AI applications to work, they must run on hardware (servers and network infrastructure) and secure with cybersecurity controls and Infrastructure redundancy to be of good value to organisations and their customers. IMHO, the rise of more and more AI applications will drive demand for hardware including the GPUs, CPUs and other chipsets. 
avatarThorLight
2024-11-16
$Tesla Motors(TSLA)$  In the US, Tesla models 3 and Y are about USD 39k and USD 45k. I think it's a USD 7.5k grant from the government. This grant helps make Tesla cars cheaper than non-electric vehicles. Without the grants, people are very likely reconsidering non-EVs. 
avatarThorLight
2024-11-15
Electrification of public and private transport is aligned to "Making a Country great" and sustainability agenda. But randomness seems to be ruling the country soon. 
Trump Likely to Eliminate EV Credits. Tesla Loses Its $1 Trillion Status
avatarThorLight
2024-11-14
$DBS Group Holdings(D05.SI)$  Do people know that today is Ex-Dividend?  No more dividend for buyers today (?)
avatarThorLight
2024-11-13
$Tesla Motors(TSLA)$  Do we see significant fundamental improvements of this company or we are being rushed as a herd for this dizzying increase of stock price? Are the global consumers buying a lot more Tesla cars? Or Tesla robots being purchased like hotcakes? Are self-driving cars being promised to be deployed across major US Cities? 
avatarThorLight
2024-11-13
avatarThorLight
2024-11-12
$DBS Group Holdings(D05.SI)$  Waiting for the price to go below 42. Herds are leaving. 
avatarThorLight
2024-11-12
$DBS Group Holdings(D05.SI)$   Too exuberant already. 
avatarThorLight
2024-11-05
The stakes are too high in a geopolitically unstable world and with climate crises. Harris has to win. 
avatarThorLight
2024-10-16
$NVIDIA Corp(NVDA)$  Will load up if price falls because firstly the demand of many large investments into AI Factory new kind of data centres or neo cloud data centres, and secondly Nvidia is the dominant supplier of leading edge chips to meet such demands. 

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