To The Moon

$Tesla Motors(TSLA)$ Morgan Stanley's new Tesla report title blinded my dog's eyes: "Revisiting our Tesla Robotaxi and Mobility Model: Target to $430, Bull Case $800"What's the main driver for Tesla's stock price increase? It's physical AI!However, for such an important driving force, the article didn't provide specific quantitative data - those who know, know.The article ends with three price targets: base case $430, bull case $800, and bear case $200.After reading, I'm at a loss for words - can only say it's invincible, though I won't specify in what way.Also, institutions' sell call 405 from yesterday got squeezed. Well, let's wait for earnings. $KraneShares CSI China Internet ETF(KWEB)$ &

On Mon, 13 Jan 2025, US stocks continued to perform poorly, even though most media termed it as “mixed”. Tech stocks continued to tumble, dragging Nasdaq (the tech index) along with it. While, Treasury yields continued to move higher, with the benchmark 10-year note yield touching a 14-month high of 4.805% and last up 1.6 basis points to 4.79%, amid doubts about the Fed's next move on interest rates. By the time market closed for the day: (see above) DJIA: +0.86% (+358.67 to )4,2297.12. S&P 500: +0.16% (+9.18 to 5,836.22). Bounced off a 2-month low and eked out a slight gain. Nasdaq: -0.38% (-73.53 to 19,088.10). Sectors’ Performances: Overall there were 2 decliner sectors, namely Technology (XLK) and Utilities (XLU). (see above) Remaining 9 sectors were “green” where the 3 best sector

CES2025 has just ended. Many netizens who participated in the on-site summit said that the atmosphere was enthusiastic and many companies brought very good AI electronic products. They did not feel the economic recession at all. Hope so, right?2024 is the year of accelerated development of robots. In 2025, the robotics industry will enter a new stage of development and is expected to usher in the first year of commercial mass production.At present, international robotics giants are gradually mass-producing and competing with each other. With the continuous investment of technology giants such as $Tesla Motors(TSLA)$, Open AI in the humanoid robot industry and the update and iteration of AI big models, the mass production and large-scale applicatio

$TC Energy(TRP)$ Introduction In this article I will dive deep into TC Energy, ticker symbol TRP, a top North American energy infrastructure company. Known for its stable dividend payments and growth potential, TC Energy is a strong contender for any dividend-focused portfolio. We’ll explore what the company does, review its latest earnings, and assess its future prospects. Finally, I’ll share my personal perspective on whether TC Energy might be a good addition to your investments. What is TC Energy? TC Energy is a leading North American energy infrastructure company specializing in the transportation, storage, and generation of energy. The company operates an extensive pipeline network, including the Keystone Pipeline, which transports crude oil

$Snowflake(SNOW)$ Snowflake: Past and Present Today, we’re diving into Snowflake. In today’s session, I’ll explore why we made that decision. To be clear, I don’t dislike Snowflake. So, if you’re a fan of the company, don’t worry—this isn’t a takedown. Think of this as an objective exploration of enterprise software. Snowflake's Financial Performance In it, we discussed how the rally following Snowflake’s Q3 fiscal 2025 update was likely deserved but speculated that it might not sustain. Sure enough, the rally has faded somewhat, and the stock is now back to where it was in Q1 of 2024. On the surface, Snowflake’s Q3 financials were impressive. The company reported a 29% year-over-year growth in product revenue—a strong result as Snowflake navigate

Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) has seen a significant decline in its stock price recently, exacerbated by a wave of downgrades from major rating agencies. This volatility has left investors questioning whether the company's fundamentals are at fault or if external biases are playing a larger role. In this essay, let’s analyze AMD’s stock price fluctuations from multiple perspectives: fundamentals, market sentiment, rating agencies, and macroeconomic factors. Company Performance and Strategic Challenges 1. Fundamentals: Is Something Wrong with AMD? Financial Outlook and Market Share: AMD's stock has been affected by concerns over its financial forecasts and competitive positioning. The company reported earnings that did not

1. Market Performance Highlights The $.SPX(.SPX)$ showcased resilience, reversing a 0.9% intraday decline to close 0.2% higher. This marked its largest rebound since September, signaling renewed investor confidence. The Dow Jones Industrial Average rose 0.9%, driven by broad-based strength, while the $.IXIC(.IXIC)$ slipped 0.4%, weighed down by technology stocks. The late-session rally for the S&P 500 countered a recent trend of weak closes, offering a glimmer of hope for market sentiment. 2. Tech Sector Pressures and AI Regulation Impact Technology stocks faced headwinds following the Biden administration's decision to expand restrictions on AI chip exports to over 120 countries beyond China.