To The Moon

(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.

We saw some interesting developments in 2025 with respect to $Tesla Motors(TSLA)$ - some negative and few positive too: (1) Loss of Global Lead: In 2025, Tesla officially lost its title, in a rather convincing way, as the world's top seller of battery-electric vehicles - and that surprisingly to China's BYD, which delivered 2.26 million BEVs compared to Tesla's 1.64 million. Will the tide turn in 2026? In theory it can but Tesla has some smart thinking ti do. (2) Growth Outlook: Analysts are split on 2026. While some expect a recovery driven by FSD and a potential "Robotaxi" scale-up, others remain bearish due to aging vehicle models and the expiration of U.S. federal EV tax credits. So, unless trump feels uncharacteristically

May be what I'm about to say would sound trivial: but Nvidia's CES 2026 highlights stands centered on the new Vera Rubin AI computing platform & expansive concept of "physical AI" in robotics and autonomous systems - this somehow seems like a portent of a Terminator like world!  Trivialities apart, the new chips are expected to significantly boost revenue, particularly in the data center segment, by meeting the intense demand for more efficient AI infrastructure. And with the talk of these new chips being 5x faster, it can be a game changer. Let us hope this happens! It also depends on how trump will react and the kind of restrictions he could place on their sale. So, I am keeping fingers 🤞 for a bright future on this.