$Tesla (TSLA.US)$ The stock price was 1/4 of the year before last, $138 if you think it went back to $299 last year, and $182 last night if you think the most recent high of $271 was added. Expectations aren't rising at all because they're ahead of time.

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US semiconductor manufacturer $NVIDIA (NVDA.US)$The 24Q3 (August/10) financial results were announced on the 21st. Sales were 18.12 billion dollars, up 205.5% from the same period last year. Among them, driven by AI demand, sales in the data center business increased 279% from the same period last year to 14.514 billion dollars, accounting for 80.1% of sales.
Bankame analyst Vivek Arya believes that NVIDIA is currently only in the first quarter of converting its approximately $250 billion compute infrastructure to computing centered on acceleration and artificial intelligence. He also predicts that EPS could rise from $32 to $40 in 2027.
Rosenblatt analyst Hans Mosesmann evaluated NVIDIA's performance and guidance as “excellent,” and pointed out that the Grace Hopper superchip (latest product H200) is already positioned as a “multi-billion dollar business” next year. Also, his buy rating and target stocks...