$Tesla Motors(TSLA)$  FSD faces regulatory hurdles, EV competition in China intensifies, lost of market share in China. Slow or stagnant growth in North America and Europe. Thousands of Humanoid robots are to be deployed this year in own factories for boring tasks - if boring any robots can do right?. Despite all these challenges, Tesla shares jumped on the optimism that Tesla will be the largest company in the world, bigger than the next 5 companies put together. Love the story telling session. 

$NVIDIA Corp(NVDA)$  Nothing has changed from two weeks ago. Love the market volatility. But one year from now, we will see. Nvidia is sitting in several markets where it is a dominant force and where earnings have not been priced in! And what's the revenue and earnings potential from Blackwell? Do the maths traders! up up up! 

$NVIDIA Corp(NVDA)$   TSMC has a strong March and April revenue, mainly driven by AI chips. Crunch the numbers and you will be able to predict the revenue for NVIDIA for FY25 Q1 (FEB - APR). It will be a very strong revenue and GP margin, exceeding management guidance.

$NVIDIA(NVDA)$  All the hyperscalers are going back to the draw board and ask do they need so many GPUs and so urgently. I believe Nvidia volume output will not change but margin will definitely be squeezed. It will no longer command the same margin. 

$Tesla Motors(TSLA)$  revenue almost stagnant, margin dropped, throat cutting competition in China EV market, FSD will soon give no advantage as it will be widely available, powered by Nvidia and by the way regulators in Europe will prolly time approval once their champions are ready. And affordable models will see margin further drop and the product will be "lost" amongst all the cheaper Chinese ev products of the same price range. 

$NVIDIA Corp(NVDA)$  Nvidia’s Blackwell GPUs are going bigger rather than denser compared to the previous Hopper chips. Two dies are glued together to form a single GPU. Each of these GPUs is connected with something resembling a spinal backbone, enabling them to function together as if they are one GPU. This approach is ingenious because rack space is less of a constraint for AI accelerators in data centers. Additionally, it allows Nvidia to continue using chips manufactured with the more mature 4NP technology rather than the latest 3nm technology. This results in better output rates and lower costs per unit. Oh, the glue and spinal cord are patented! 😅😅 This is the check-mate moment. And not a surprise, AMD’s Lisa

$Tesla Motors(TSLA)$   Nvidia is providing tools and platform for all car manufacturers to have FSD which is the prerequisite for launching robo taxi.

$NVIDIA Corp(NVDA)$  The tech sell-off last week evokes memories of the FAANG meltdown in 2021. Short-sellers are celebrating a rare victory and advocating for further downward correction. The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors. Financial news portals tend to present one-sided stories, exacerbating market volatility. While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escal

$Direxion Daily NVDA Bull 2X Shares(NVDU)$  Looking at 200 by Feb 2025! 

$Tesla Motors(TSLA)$  government connection is great but it can be negative too. Ultimately Tesla sells to end consumers. There may be risk of consumer quiet boycott if it is not managed properly. 

$NVIDIA Corp(NVDA)$  Another buying the dip opportunity.! 

$Alibaba(BABA)$  Quick read on the quarterly results. The underlying results are very bad! And surprise that the price went up 4% in pre-market. 

$Tesla Motors(TSLA)$  realistically, Europe and China will not approve FSD until their own champions are equipped with the same capability. So approval in first half of 2025 is very unlikely in China or Europe. 

$Alibaba(BABA)$  Now that the price has reached the equilibrium after the disappointing results. Hoping for a forceful market intervention to prop up the share before CNY. Let's usher in the new dragon year! 

$Alibaba(BABA)$  Why a big jump pre-market?

$NVIDIA Corp(NVDA)$  love this market volatility.! Buy buy buy. Nothing has changed that has altered Nvidia market leadership position, the value that AI brings and the technology prowess it holds. And the sweet spot, valuation is cheap on forward PE! 

$Tesla Motors(TSLA)$  Brand reputation will affect car buyer. Tesla's Europe market has tanked, China's market is next?

$Tesla Motors(TSLA)$  good time, can enjoy extreme PE; when situation changes, it is fastest to change fortunes. Furthermore, it is not backed by solid earnings. 

$NVIDIA(NVDA)$ https://www.fool.com/investing/2024/04/11/is-nvidia-also-the-best-stock-to-bet-on-quantum-co/