(1) Tesla's FSD still remains the market leader in consumer-available technology & recently won the Best Tech 2026 for driver assistance systems due to its vast utility on both city and highway roads. So yes, this trend seems real and also depends on how unsupervised FSD in select earmarked areas in 2026 performs. (2) again yes, NVIDIA's DRIVE Thor platform could be a direct challenge to Tesla's robotaxi ambitions, though the two companies operate on very different business models. The technological threat is quite material. Musk has obviously downplayed this as a near-term threat, suggesting legacy automakers will take several years to integrate such chips at scale, placing the real competitive pressure 5–6 years out. So let us be patient. (3) Depends! Are you a bull?: if y
AI, AI & some more AI seems to be pushing this trend as an offshoot. And yes, most probably the memory shortage narrative still holds, as the rallies in SanDisk and Micron stock are directly fueled by an ongoing global supply shortage and surging AI-driven demand that is expected to persist through at least 2026 and into 2027. Let us hope for the best.
In my personal opinion, though major financial institutions and market experts believe that a $5,000 /ounce price for gold is within reach, it is more likely to be in late 2026 or 2027. As for silver, the outlook is also very strong, with some analysts seeing triple-digit prices as a possibility. As for the recent spike in these precious metals, it is mostly the market's kneejerk reaction to the Venezuela episode.
Personally I feel the target of $250k is just too optimistic. It hinges on institutional adoption and other factors that could disrupt the traditional four-year market cycle. Whether this will happen is debatable. The broader macro-economic landscape, including U.S. Fed interest rate policy and global liquidity will heavily influence Bitcoin. So, I feel while there is a strong long-term bullish case for Bitcoin driven by structural factors it could be about $150k+ if it stabilises & consolidates. Else it could also correct address bit.