AI Chains: How to Invest?

ShayBoloor
04-29 14:20

Hello everyone! Today i want to share some ai strategies with you!

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$Tesla Motors(TSLA)$ is positioning to be the largest physical AI deployment platform by the end of this decade.

By 2031, Tesla could become a $375B revenue story where AI, robots, services, energy & Cybercab together become larger than automotive:

• Automotive 40%
• Cybercab 24%
• Robots 16%
• Energy 11%
• Services 9%

ELON MUSK’S OPENAI TESTIMONY SUMMARY

• Musk claimed OpenAI’s for-profit shift violated the original agreement

• The case could become precedent for “looting every charity in America”

• AI could surpass human intelligence as soon as next year, according to Musk

• The original mission was AI for the good of humanity, not profit maximization

• Musk said OpenAI was created as a nonprofit, open-source counterweight to $Alphabet(GOOGL)$

• SpaceX, Neuralink & xAI were framed as part of his broader effort to protect humanity’s future.

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DA Davidson initiated $Micron Technology(MU)$ with a Buy rating and a $1,000 price target.

AI is creating a longer and stronger memory cycle as compute demand drives a positive feedback loop for memory pricing while the market still treats Micron like a normal cyclical semi.

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OpenAI expects paid ChatGPT subscribers to grow from 47M in 2025 to 122M in 2026 driven largely by the $8 ad-supported ChatGPT Go tier.

By 2030, OpenAI projects 306M paid subscribers with ads becoming a larger consumer revenue driver than subscriptions by 2029.


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AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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