sabuzero
commented on
$SEALSQ Corp (LAES.US)$
It is already well known for its promising future, so we can only hope for stability improvement based on undeniable achievements from the successful rocket launch on the 14th. It would be even better if the stock price steadily increases over the course of a year!
It is already well known for its promising future, so we can only hope for stability improvement based on undeniable achievements from the successful rocket launch on the 14th. It would be even better if the stock price steadily increases over the course of a year!
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sabuzero
commented on
Dear MOOMOO users
The other day,Founder and CEO of ark invest,beingMs. Cathie WoodWe have welcomed MOOMOO and conducted a valuable investment dialogue! In this dialogue,Cathy Wood's 2025 Outlook is discussed.Explanation on key points in
The main Topics are as follows:
1. Government Regulations
With the resumption of mergers and acquisitions by the Federal Trade Commission, it is expected that the value of information will become more transparent. Which industries can benefit under the new regulatory environment?
2. artificial intelligence (AI)
With the rapid development of Artificial Intelligence (AI), which industries are facing challenges and which stocks will benefit and grow exponentially?
3. Cryptocurrency and Blockchain Technology
How does Cathy view the future trends of cryptocurrency?
4. Popular US stocks: $Tesla (TSLA.US)$
Not just an Auto Manufacturers, but also a major player in the humanoid robot field, Tesla. How great is its potential?
These Topics were detailed in the video. Additionally, コミ...
The other day,Founder and CEO of ark invest,beingMs. Cathie WoodWe have welcomed MOOMOO and conducted a valuable investment dialogue! In this dialogue,Cathy Wood's 2025 Outlook is discussed.Explanation on key points in
The main Topics are as follows:
1. Government Regulations
With the resumption of mergers and acquisitions by the Federal Trade Commission, it is expected that the value of information will become more transparent. Which industries can benefit under the new regulatory environment?
2. artificial intelligence (AI)
With the rapid development of Artificial Intelligence (AI), which industries are facing challenges and which stocks will benefit and grow exponentially?
3. Cryptocurrency and Blockchain Technology
How does Cathy view the future trends of cryptocurrency?
4. Popular US stocks: $Tesla (TSLA.US)$
Not just an Auto Manufacturers, but also a major player in the humanoid robot field, Tesla. How great is its potential?
These Topics were detailed in the video. Additionally, コミ...
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sabuzero
liked
$Archer Aviation (ACHR.US)$
I will withdraw from here.
Resistance broken, so further decline is likely to occur after tonight.
It's best for companies without sales to cut their losses early, isn't it?
I will withdraw from here.
Resistance broken, so further decline is likely to occur after tonight.
It's best for companies without sales to cut their losses early, isn't it?
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sabuzero
liked
$Fast Retailing (9983.JP)$ If it breaks the neckline from there, it will fall to the price around the summer of 2024. It's interesting, isn't it.![]()
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Hello, I also agree with many things.
If the concept of taxis disappears, will people take cars? I would walk and use public transportation. I don't mind walking a bit.
Tokyo has already become such an environment. American cities will also undergo changes. It may become difficult to pay some transportation infrastructure taxes and change lifestyles. In other words, Americans will stop buying cars, first in urban areas.
Simply put, cars won't sell, taxis will disappear, and it's just saying that profits can't be made with EVs.
It's impossible with Optimus. Just hitting the owner's elbow by mistake will lead to a fatal accident. It's impossible.
If the concept of taxis disappears, will people take cars? I would walk and use public transportation. I don't mind walking a bit.
Tokyo has already become such an environment. American cities will also undergo changes. It may become difficult to pay some transportation infrastructure taxes and change lifestyles. In other words, Americans will stop buying cars, first in urban areas.
Simply put, cars won't sell, taxis will disappear, and it's just saying that profits can't be made with EVs.
It's impossible with Optimus. Just hitting the owner's elbow by mistake will lead to a fatal accident. It's impossible.
Translated
@nonstop2tokyo：私はテスラのサイバーキャブは自動運転において、車を取り巻く業種や個人を構造的に変化させるものだと考えています。そもそも近い将来「タクシー業界」などという言葉すらオールドな感覚になると想像するといいかもしれません。sabuzeroさんが思い描いてるのはまだまだ現在の業界や構造に囚われている気がします。私は今の体制は大きく変わると信じています。それもすぐ近い将来に。
街のそこら中に無人の自動運転車が走っていて、アプリなどで呼び出したら数分で目の前に来る。携帯をいじっている間に目的地に着く。それもかなり割安の代金やサブスクになる。そうなると個人用の車所有は要らなくなります。そもそも販売台数が〜などではなくそもそも車なんて売れない時代になるのです。
逆を返すとここの戦争に勝てた数社のみがモビリティ業界を席巻できることになります。個人所有の車はスーパーカーなど中心にドライブの楽しみを享受するためのより娯楽に近い存在となるでしょう。
オプティマスも同様に、例えば飲食店に従業員の代わりに置かれる、もしくはそのうち一家に一台の家事ロボットという感じになると思います。
スカイラークグループなど大手飲食チェーンでで見る配膳ロボットはここ数年で急速に増えて今や当たり前の光景になりました。タイミーなども流行ってますが、そのレベルの仕事はこなせるようにすぐなります。
ちなみに昨年10月のロボタクシーイベントでオプティマスは3万ドル以下になるとのことです。為替次第ですが、500万円以下になると思いますよ。
新陳代謝を受け入れ新しい世の中を想像するといいぁもしれません。あくまでも個人の私見ですが...
街のそこら中に無人の自動運転車が走っていて、アプリなどで呼び出したら数分で目の前に来る。携帯をいじっている間に目的地に着く。それもかなり割安の代金やサブスクになる。そうなると個人用の車所有は要らなくなります。そもそも販売台数が〜などではなくそもそも車なんて売れない時代になるのです。
逆を返すとここの戦争に勝てた数社のみがモビリティ業界を席巻できることになります。個人所有の車はスーパーカーなど中心にドライブの楽しみを享受するためのより娯楽に近い存在となるでしょう。
オプティマスも同様に、例えば飲食店に従業員の代わりに置かれる、もしくはそのうち一家に一台の家事ロボットという感じになると思います。
スカイラークグループなど大手飲食チェーンでで見る配膳ロボットはここ数年で急速に増えて今や当たり前の光景になりました。タイミーなども流行ってますが、そのレベルの仕事はこなせるようにすぐなります。
ちなみに昨年10月のロボタクシーイベントでオプティマスは3万ドル以下になるとのことです。為替次第ですが、500万円以下になると思いますよ。
新陳代謝を受け入れ新しい世の中を想像するといいぁもしれません。あくまでも個人の私見ですが...
【Breaking News】Tesla delivered 490,557 Autos in Q4 2024, temporarily dropping by 5% after hours. 8
sabuzero
commented on
I don't think the number of Autos to be sold will increase from now on.
The downward chain has also come to Tesla.
The downward chain has also come to Tesla.
Translated
@181301798：そんなに下落するほど、悲観するような内容か？
売る人間の気持ちがよーわからん、
2023年と全体を比べれば24年前半が悪過ぎて比較すれば全体の納車台数は減少してるけど2024年だけ見ればQ1Q2Q3Q4と納車台数は上がって来てるしテスラ自身、車意外にも電力、ロボットとか色々これからの未来に必要な事業をやってるからね、まだまだ魅力的な部分があるしね
売る人間の気持ちがよーわからん、
2023年と全体を比べれば24年前半が悪過ぎて比較すれば全体の納車台数は減少してるけど2024年だけ見ればQ1Q2Q3Q4と納車台数は上がって来てるしテスラ自身、車意外にも電力、ロボットとか色々これからの未来に必要な事業をやってるからね、まだまだ魅力的な部分があるしね
【Breaking News】Tesla delivered 490,557 Autos in Q4 2024, temporarily dropping by 5% after hours. 6
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Unfortunately, I think the taxi business accounts for about 10% of the car usage. I don't feel any need for Optimus at all, and I don't think it will be released for less than 5 million yen.
In other words, it is a sector where profits are not expected. Overestimation is not advisable. If you don't look at things correctly, you will miss the mark.
In other words, it is a sector where profits are not expected. Overestimation is not advisable. If you don't look at things correctly, you will miss the mark.
Translated
@nomstop2tokyo：新型Model Y Juniper、新型Model Q(2) が来年確実に出るとのことなので買い控えもあると思います。
それ含めても現テスラホルダーの皆さんの大半ははテスラを車屋さんとは思ってないと思います。
テスラはロボタクシーやオプティマス含め、実際に自動運転やロボットで、生活の役に立つAIカンパニーだと思いますし、真の価値は車を作って販売する、という価値の何十倍以上だと考えてます。
AI企業でソフトウェアサービスなどで世間を沸かしたOpenAIのような企業はありますが、自動運転のように実際の人間の生活が変わってしまうような付加価値を産む企業は少ないと思います。すでにFSDv13で自動運転が可能なことは示しています。
色々なところでこのあたりの説明を目にしますが、しかしながらまだ理解されない投資家も多いようです。
すでに今の価格に織り込まれてるという方もいますが、流石に400ドル前後ではあり得ないと私は感じます。少なくとも株価にしたら3000ドル以上じゃないでしょうか。
それ含めても現テスラホルダーの皆さんの大半ははテスラを車屋さんとは思ってないと思います。
テスラはロボタクシーやオプティマス含め、実際に自動運転やロボットで、生活の役に立つAIカンパニーだと思いますし、真の価値は車を作って販売する、という価値の何十倍以上だと考えてます。
AI企業でソフトウェアサービスなどで世間を沸かしたOpenAIのような企業はありますが、自動運転のように実際の人間の生活が変わってしまうような付加価値を産む企業は少ないと思います。すでにFSDv13で自動運転が可能なことは示しています。
色々なところでこのあたりの説明を目にしますが、しかしながらまだ理解されない投資家も多いようです。
すでに今の価格に織り込まれてるという方もいますが、流石に400ドル前後ではあり得ないと私は感じます。少なくとも株価にしたら3000ドル以上じゃないでしょうか。
【Breaking News】Tesla delivered 490,557 Autos in Q4 2024, temporarily dropping by 5% after hours.
sabuzero
liked
$Tesla (TSLA.US)$
If it drops to $414 in today's pre-market session, I will buy more.
I was thinking about it, but it has gone up in pre-market 😂.
If it drops to $414 in today's pre-market session, I will buy more.
I was thinking about it, but it has gone up in pre-market 😂.
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sabuzero
commented on
$Palantir (PLTR.US)$ If it drops below $40 or falls below 150 PER, I want to buy in bulk.
I don't have the courage now.
I don't have the courage now.
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sabuzero
liked and commented on
$IHI (7013.JP)$ Is it a Trump brand? I wonder. As it mysteriously surged yesterday, I short sold 1000 at the opening price of 9300 and it was all filled. At the same time, I placed a buy order at 8800 (repayment) and it was also filled, so I am done for today. The morning television was making noise about returning to 40000 and so on, but I think it's already over.
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sabuzero : Who wishes for it? For what purpose? Missiles are still being launched back and forth in war.