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

$Tesla Motors(TSLA)$  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. 

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

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

$Tesla Motors(TSLA)$  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. 

$Tesla Motors(TSLA)$  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. 

$Tesla Motors(TSLA)$  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. 

$NVIDIA(NVDA)$  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. 

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

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

$NVIDIA Corp(NVDA)$  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! 

$NVIDIA Corp(NVDA)$  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! 

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

$NVIDIA Corp(NVDA)$  I'm not a technical analyst., I'm just an accountant. How much will Nvidia price Blackwell platform which boasts 25x more computing power than Hoppers GPU?  15-20x hike in pricing? Do the maths!

$NVIDIA Corp(NVDA)$  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

$NVIDIA Corp(NVDA)$   NVIDIA FY2025Q1 is out. As what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context. My take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance. [ Market growth X market leadership X right valuation X market liquidity ] https://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0K