$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Not financial advice. What if capex continues? Now Alphabet is at $80B? If they keep spending at this pace, hitting 300 on SOXL would be easier, 600 is possible (not today). Alphabet can see Anthropic and OpenAI climbing and ready to heat up the competition. Do we have enough water and energy (URA) for these giants and the infrastructure? Manufacturing (DUSL) will explode higher.
$WeRide Inc.(WRD)$ Balance Sheet Highlights Total Cash (MRQ) 6.13B Cash per Share 7.32 Total Debt 164M Debt/Equity Ratio 2.44% Current Ratio 13.6 Book Value per Share 24.13 Watching closely: $Uber(UBER)$ $Pony AI Inc(PONY)$
$WeRide Inc.(WRD)$ Weride (WERI) partners with LTA Singapore to expand autonomous vehicles. Looks like self-driving tech is set to roll out across the Lion City!
$WeRide Inc.(WRD)$ What I wanna see from WeRide_ai in July: 1. Massive order from any source 2. First tranche of $Uber(UBER)$ 's $100M investment 3. $NVIDIA(NVDA)$ doubling/tripling its stake 4. $Tesla Motors(TSLA)$ taking strategic position 5. 13Fs revealing 40+ institutional holders 6. Minimum 100% price rebound That's the dream starter pack