TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 PLTR
Palantir
-- 119.160 
Overpriced overhyped bubble stock
$NVIDIA (NVDA.US)$ is only a 80b revenue company but with market cap larger than Amazon with 514b revenue???
Even with the current growth, it will take at least 6 yrs to reach Amazon’s revenue…. AI has not been proven to be revenue generating with OpenAI revenue merely 2b….
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
102611832 : cause of option due this week
my pham : Not what AI can generate, AI is all about cutting time and cost, that’s mean more revenue. Imagine you can create drug that take 1/2 times and money , and in this world, who come first get the larger pie
MostTalentlessTrader OP my pham : AI companies are not revenue generating
Engineer n Analyst : This is grossly wrong, no one use revenue to value a profitable company
my pham : The fundamental of AI business is using AI to do all the math that normal computer take years to do. They’re selling data. Maybe not right now, but when they have enough data, eventually companies have to come to them for access to the data, which they spend years to train AI
MostTalentlessTrader OP Engineer n Analyst : Do you know what happen to tesla? This is why revenue is crucial to a company