To The Moon

Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness. Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power. The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.

What am I doing! Why am I not in this?

Wow. Meta is very strong at optimising operations and going all in on new technology. Question is how far can social network business and marketing can bring the company. Can they build on their physical AI business (Rayban Glasses). What is their next steps?

Probably 2 years then. Production is not easy

$Tesla Motors(TSLA)$  may reach at low of $320 as negative cash flow, increase cap ex and delay in roll out lead to uncertainties 

370.82

I think it would drop by 4% as it would be a miss. There would be worsening cash flow and slowing revenue growth. Concerns would be on increasing capex with Elon Musk not sharing more on robotaxi and robots as this is an earnings call. He will say this is not a product launch.

$Tesla Motors(TSLA)$  painful day, days like these make me question my choice to go heavy into Tesla

My plan: 1) continue to accumulate at sign of weakness. Target price: $380 2) hope for robotaxi launch in 2H 2026

Don't think it will reach. I suspect it will reach only by March 2026.