Truda Harvey

    • Truda HarveyTruda Harvey
      ·05-08
      $Microsoft(MSFT)$ Honestly, crypto looked foolish to those who never took the time to study it. Instead of doing the research, they just spread negativity. People who aren't informed often wait too long before taking the opportunity seriously.
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    • Truda HarveyTruda Harvey
      ·05-07
      $Apple(AAPL)$ For the first time in at least three decades, Apple is spending over 10 cents of every revenue dollar on R&D. This is one of the clearest signs yet that the iPhone maker is committing serious money to its AI ambitions. In the March quarter, Apple's R&D spending reached 10.3% of revenue, up from 7.6% in the prior period and 9% a year earlier. While sales jumped 17%—the fastest growth rate for any quarter since 2021—R&D climbed even faster, increasing almost 34% year-over-year, twice the pace of sales growth. With CEO Tim Cook preparing to step down after a 15-year run, he's finally putting the kind of muscle into AI that investors have been looking for since OpenAI kicked off the generative AI boom in late 2022. Gene
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    • Truda HarveyTruda Harvey
      ·05-01
      $Tesla Motors(TSLA)$  Aurora is up 20% on expansion news. Based on 2025–2026 reports, Aurora Innovation has pulled ahead of Tesla in deploying fully driverless, commercial semi-trucks on public highways. The key reason seems to be that Aurora utilizes a "sensor fusion" approach (cameras, radar, and Lidar) rather than Tesla's vision-only system.
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    • Truda HarveyTruda Harvey
      ·04-30
      $Tesla Motors(TSLA)$  Oil continues to rise, it's now at 110, and people can't afford gasoline. TSLA should be green soon. Canada is a safe place to live.
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    • Truda HarveyTruda Harvey
      ·04-30
      $Microsoft(MSFT)$ Forward PE is 22... This stock should be trading at a 28-30 PE. Is everyone forgetting that Microsoft and Amazon have the most AI data centers, on top of everything else they do?
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    • Truda HarveyTruda Harvey
      ·04-29
      $Tesla Motors(TSLA)$ Baird has a lot of expectations for Tesla: the firm remains bullish long-term, and the price target reduction is a slight re-rating reflecting near-term caution. Over the long term, Baird expects Tesla's current pipeline—autonomy, robotaxi, Optimus, and energy—to restore growth over time. Baird highlighted that Elon Musk appears increasingly focused on Tesla's project pipeline and the upcoming SpaceX IPO, and the firm sees the stock as tied to that event and related merger speculation in the short run.
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    • Truda HarveyTruda Harvey
      ·04-28
      $Apple(AAPL)$ Francisco Jeronimo, vice president of client devices at IDC, noted that Apple will very likely become number one in China. He pointed out that in the first quarter, the gap between Huawei and Apple's market share was less than 1%, a vulnerability made worse by recent launch delays for Huawei's latest Mate 80 series. He estimates Apple could take the top spot as early as the end of the year.
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    • Truda HarveyTruda Harvey
      ·04-28
      $Apple(AAPL)$  This is ridiculous. The news has been terrific, the products and service are great. Look at the active user base—they're not going anywhere.
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    • Truda HarveyTruda Harvey
      ·04-27
      $Tesla Motors(TSLA)$ From what I see, people are moving away from gas cars to electric, so tsla shares look cheap compared to next year.
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    • Truda HarveyTruda Harvey
      ·04-24
      $Tesla Motors(TSLA)$ So Wall Street is worried about Tesla overspending on capex, missing the forest for the trees. Investing now is what winners do, not losers.
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