$Tesla (TSLA.US)$
Financial analysis of 11 global automobile companies: Bright future for rising Tesla and BYD in the EV shift, while traditional manufacturers decline - Nikkei Asian Review
*Paid Article (Free to read section only)
"Despite a very tough competitive environment, we are making a profit." Tesla's CEO, Elon Musk, proudly stated during the earnings briefing for the July-September quarter. In contrast, VW's CFO, Arno Antlitz, expressed regret, stating, "Performance reflects a challenging environment. Significant cost reductions and efficiency improvements are necessary."
An analysis of the financial results of the selected major 11 companies based on revenue and passengers carried reveals that the front-runners in the EV shift are performing well, while the latecomers are facing across-the-board profit declines, with significant drops in performance.
Toyota's final profit was 573.7 billion yen, maintaining the top profit amount but decreasing by 55%. Honda decreased by 61% to 100 billion yen, while Nissan Motor Co fell into a final deficit of 9.3 billion yen.

New 30-Year Vision | SoftBank Group Co., Ltd.
If you watch the 2010 video of SoftBank's Son's New 30-Year Vision, you will understand how he foresaw the arrival of the AI era long ago.
SoftBank has been steadily moving forward by making offers to acquire Nvidia in the past (reportedly rejected by Mr. Huang), acquiring Arm, and taking steps that may not be perfect from the beginning but are moving forward steadily. I believe SoftBank is capable of competing with overseas competitors.

$Tesla (TSLA.US)$
Tesla to sell rechargeable batteries nationwide in collaboration with Yamada, laying the groundwork for household renewable energy demand - Nikkei Business Daily
TeslaYamada HoldingsHousehold rechargeable batteries will be sold at Yamada Holdings' stores, with orders for batteries taken at 1000 nationwide consumer electronics stores, to be combined with Yamada's residences and photovoltaic facilities. A collaboration between rechargeable batteries and a major retail chain aims to capture the demand for renewable energy in households.

$SoftBank (9434.JP)$
ソフトバンク、株主優待コストに10億円　それでも“元が取れる”と見込むワケ
リンクが文字化けしていますが、アクセス可能。IT mediaビジネスオンラインの記事
僜僼僩僶儞僋丄姅庡桪懸僐僗僩偵10壄墌丂偦傟偱傕乬尦偑庢傟傞乭偲尒崬傓儚働

$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
AMD could not secure the bid for the chip for the Nintendo Switch 2? Is power consumption related - iPhone Mania.
Will NVIDIA be used for Switch 2 and AMD for PS6?
(Rumor) Partial excerpt.
AMD was reportedly negotiating with nintendo co ltd to order the system-on-chip (SoC) for Switch2, but ultimately was unable to secure the order, according to YouTube channel 'Moore’s Law Is Dead'.
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Even if nintendo co ltd could not place an order for the SoC for the Nintendo Switch 2,AMD has reportedly won the bid against Intel in the competition for supplying chips for sony group corp PlayStation 6,as reported by Reuters.
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Leaks suggest that the bid by AMD for Nintendo Switch 2 didn't go through due to concerns about the performance and efficiency in handheld mode, with indications of excellent battery life.

$Tesla (TSLA.US)$
Tesla's self-driving taxi, only 1 month left until the 'announcement date'! Will Mask's declaration become a reality? | Self-Driving Lab
Excerpt
Leading electric vehicle companyTeslaThe X day of an event is approaching. Sea CEO Elon Musk tweeted about the announcement date (August 8). With less than a month left, the countdown has finally begun.to commercialize self-driving taxi services.Regarding the Robotaxi business, what will Mr. Musk talk about? Mr. Musk, who has often made bold statements, is finally getting closer to the path to FSD self-driving cars? Will he announce a new roadmap and service overview? - The anticipation is already reaching its peak.
Let's delve into an overview of Tesla's Robotaxi business while referencing Mr. Musk's previous statements.
With reference to Mr. Musk's previous statements, let's get closer to the overview of Tesla's Robotaxi business.

$Tesla (TSLA.US)$
テスラ充電部門「500人首切り閉鎖」の衝撃、裏にある「聞いて納得」の業界事情とは（ビジネス＋IT） - Yahoo!ニュース
一部抜粋
テスラの「次の手」とは
　充電に関する合理化を進めるそんなテスラの次の手は、人工知能（AI）と自動運転によるロボタクシーだ。そのための人材募集や資金調達の一部を、今回の充電部門の整理が後押しするだろう。経営者の発想で考えれば、それが会社を前進・発展させる最良の策と言える。
　テスラを支えてきた充電部門閉鎖の情報により、テスラの株価が一時下がったと衝撃が走り、また、中国製EVに押されたテスラが経営を悪化させるのではないか、果ては、EV全体の話に広げて踊り場となって、ハイブリッド車（HV）の時代が来るのではないかという、さまざまな憶測情報が流れた。
　だが、それらは、いずれも無用の心配だろう。
　確かに、対前年比でHVが大きく販売を伸ばしたかもしれない。だが、HVは、そもそも1997年にトヨタが初代プリウスを売り出してからすでに27年を経ている。30年近い間なかなか売れなかったから、今急進しているように映るの...

$Tesla (TSLA.US)$
Tesla stock has dropped 40% from its peak... still, the "Queen of Tech Stocks" predicts the stock price to increase "more than 10 times" in 3 years, which is the "biggest reason" (Daily Shincho) - Yahoo! News
Excerpt (only the last part)
From the time when many investors were skeptical about the future of Tesla, one person who quickly recognized the future potential of Tesla and became famous is Cathy Wood, who leads Ark Invest. She continued to invest in Tesla stock from 2014 when the company's stock price was below $15 and by the end of 2021, the stock price had grown to about 27 times. Cathy is known for her "disruptive innovation" investment and is one of the "100 most influential women in the U.S. finance industry." In May of this year, I had the opportunity to hear about the future potential of Tesla at her office in Florida. According to her, the target stock price for Tesla in 2027 is $2000. Since the current Tesla stock price is around $177, this implies an expected increase of more than 10 times in the stock price. Once Tesla's stock reaches $2000, according to Cathy, the company...

$Tesla (TSLA.US)$
Tesla is holding the first "Tesla Energy Tech Talk" event in Japan~ Accelerate the transition to sustainable energy - EVsmart Blog
Tesla Motors Japan, the Japanese subsidiary of Tesla leading the global electric vehicle shift, changed its company name to "Tesla Japan". They held the promotional event "Tesla Energy Tech Talk", expanding globally, for the first time in Japan. Here is a report from the second day held in Nagoya.
Towards business expansion beyond the framework of auto manufacturers
On May 21, 2024, Tesla's Japanese subsidiary, Tesla Motors Japan LLC, announced that it has changed its name from "Tesla Motors Japan LLC" to "Tesla Japan LLC" effective May 20. The change is clear at a glance. The term "Motors," which means "automobiles," has been removed from the company name.
At its headquarters in the United States, Tesla already changed its name from Tesla Motors, Inc. to "Tesla, Inc." on February 1, 2017. Removing "Motors" from the name is because Tesla is more than just an auto manufacturer...

$Tesla (TSLA.US)$
Tesla is set to introduce the 'FSD' driving support system in China.
Excerpt
Tesla, a leading American electric vehicle (EV) company, is getting closer to introducing the advanced driving support system 'FSD' as an optional feature. This system is set to be offered in the Chinese market.
On Tesla's Chinese website, on April 29th, the display of the FSD purchase application screen changed from 'Please wait for release' to 'Release coming soon.' Additionally, rumors have been circulating online in China that Tesla is recruiting volunteers to participate in advanced trial use of FSD for their EV owners.
FSD is a significantly evolved version of Tesla's driving assistance system, 'Autopilot.' Since its beta release in October 2020 for some American owners, it has undergone 11 major updates. Tesla aims to achieve fully autonomous driving through further improvements to FSD.