$Micron Technology (MU.US)$
Aren't they going to be taken by SK and Samsung after all?
What path does Micron have to expand its market share?
Aren't they going to be taken by SK and Samsung after all?
What path does Micron have to expand its market share?
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$NVIDIA (NVDA.US)$
It won't be easy to buy more until the split is ready 😭
It won't be easy to buy more until the split is ready 😭
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Pochibochi
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Morgan Stanley analyst Adam Jonas maintained Tesla's “hold” rating and set a target stock price of $345 despite warning that Tesla's fourth quarter financial results fell short of expectations and that sales volume growth would slow drastically in 2024.
Jonas stated in the report that no new information was obtained in Tesla's financial results and subsequent conference calls that would change the general bearish mentality. In fact, analysts said that if Tesla fails to regain confidence in its growth prospects, there is a possibility that stock prices will continue to fall below recent trading levels.
According to Jonas, Tesla has provided little detail about its outlook for this fiscal year. Tesla has stated that sales in 2024 will “drop drastically” compared to last year, but the ratio has not been specified. Jonas predicts that Tesla's sales growth rate in 2024 will drop to 15%, which will be less than half of the 38% growth rate in 2023.
However, Jonas said that there is a high possibility that an AI surprise will occur this year, and the capital investment amount for 2024 is Morgan Stanley's...
Jonas stated in the report that no new information was obtained in Tesla's financial results and subsequent conference calls that would change the general bearish mentality. In fact, analysts said that if Tesla fails to regain confidence in its growth prospects, there is a possibility that stock prices will continue to fall below recent trading levels.
According to Jonas, Tesla has provided little detail about its outlook for this fiscal year. Tesla has stated that sales in 2024 will “drop drastically” compared to last year, but the ratio has not been specified. Jonas predicts that Tesla's sales growth rate in 2024 will drop to 15%, which will be less than half of the 38% growth rate in 2023.
However, Jonas said that there is a high possibility that an AI surprise will occur this year, and the capital investment amount for 2024 is Morgan Stanley's...
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Key highlights of Today's OpenAI's ChatGPT Announcements and Elon Musk's X.AI's 'GROK'.
🚀 OpenAI's ChatGPT Upgrades:
1️⃣ GPT-4 Turbo: 128K context window, knowledge up to April 2023 & digests up to 300 pages!
2️⃣ Multimodal Shift: Integration with DALL·E 3 for images & text-to-speech.
3️⃣ Streamlined Experience: Unified platform for images, browsing & more. OpenAI stepping ahead of Anthropic's Claude with PDF searches.
4️⃣ ...
🚀 OpenAI's ChatGPT Upgrades:
1️⃣ GPT-4 Turbo: 128K context window, knowledge up to April 2023 & digests up to 300 pages!
2️⃣ Multimodal Shift: Integration with DALL·E 3 for images & text-to-speech.
3️⃣ Streamlined Experience: Unified platform for images, browsing & more. OpenAI stepping ahead of Anthropic's Claude with PDF searches.
4️⃣ ...
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$Twitter (Delisted) (TWTR.US)$ Elon Musk's own artificial intelligence company, xAI, is launching its own large-scale language model, one of its key features being the ability to real-time scrape content from the X (Twitter) platform.
On Friday, Musk tweeted that xAI would release its first AI product, named Grok:
Details about Grok are still unclear, but Musk previously mentioned during a media interview in April this year that h...
On Friday, Musk tweeted that xAI would release its first AI product, named Grok:
Details about Grok are still unclear, but Musk previously mentioned during a media interview in April this year that h...
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$Tesla (TSLA.US)$ Until when will the downtrend continue 😨
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Despite intensifying domestic competition, BYD emphasizes sales power due to rapid increases in profits, and is rapidly approaching the world's largest Tesla company by selling pure electric vehicles.
The stock price of the Hong Kong-listed Chinese electric vehicle company BYD rose by about 1% this month, surpassing Tesla's 17% sharp drop and other declines in the same industry. The stock price of Elon Musk's company is more than double the rate of increase of BYD since the beginning of this year, but there are signs that the latter will rise further.
Traders have bought up BYD's bullish options, and analysts have raised BYD's earnings forecasts to record highs since this month's quarterly bulletin. BYD recorded record sales despite increased competition and a drastic slowdown in sales of new energy vehicles in China. The company will announce financial results for the third quarter after closing on Monday.
BYD stock soars due to highest quarterly profit for Chinese EV makers
Mr. Musk showed a grim outlook at the beginning of this month that rising interest rates in the US were impacting sales, casting dark clouds over the global EV sector. Tesla's performance has also been affected by price competition that has been carried out over several months to stimulate demand. Analysts are...
The stock price of the Hong Kong-listed Chinese electric vehicle company BYD rose by about 1% this month, surpassing Tesla's 17% sharp drop and other declines in the same industry. The stock price of Elon Musk's company is more than double the rate of increase of BYD since the beginning of this year, but there are signs that the latter will rise further.
Traders have bought up BYD's bullish options, and analysts have raised BYD's earnings forecasts to record highs since this month's quarterly bulletin. BYD recorded record sales despite increased competition and a drastic slowdown in sales of new energy vehicles in China. The company will announce financial results for the third quarter after closing on Monday.
BYD stock soars due to highest quarterly profit for Chinese EV makers
Mr. Musk showed a grim outlook at the beginning of this month that rising interest rates in the US were impacting sales, casting dark clouds over the global EV sector. Tesla's performance has also been affected by price competition that has been carried out over several months to stimulate demand. Analysts are...
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Summarize
・Arm Holdings $Arm Holdings (ARM.US)$ The stock price of rose 3% on Monday
・Owner SoftBank Group $SoftBank Group (9984.JP)$ Arm's initial public offering, which raised 4.8 billion70 million dollars, became the biggest publicly traded company of the year last month
・It is predicted that Arm will increase annual compound interest income by 18% until the 2027 fiscal year, and there is a possibility that it will become one of the fastest-growing major semiconductor companies
exhaustive
・According to LSEG data, 3 of them “held” the same stock ratings, and 1 showed “strong sales.”
・The British company derives most of its revenue from the smartphone market, and Google in the smartphone market $Alphabet-C (GOOG.US)$ of Android devices and Apple's iOS devices account for 99% of the overall market share.
・Goldman Sachs said on Monday, “Arm will only expand its presence in the smartphone market mainly through increasing royalties...
・Arm Holdings $Arm Holdings (ARM.US)$ The stock price of rose 3% on Monday
・Owner SoftBank Group $SoftBank Group (9984.JP)$ Arm's initial public offering, which raised 4.8 billion70 million dollars, became the biggest publicly traded company of the year last month
・It is predicted that Arm will increase annual compound interest income by 18% until the 2027 fiscal year, and there is a possibility that it will become one of the fastest-growing major semiconductor companies
exhaustive
・According to LSEG data, 3 of them “held” the same stock ratings, and 1 showed “strong sales.”
・The British company derives most of its revenue from the smartphone market, and Google in the smartphone market $Alphabet-C (GOOG.US)$ of Android devices and Apple's iOS devices account for 99% of the overall market share.
・Goldman Sachs said on Monday, “Arm will only expand its presence in the smartphone market mainly through increasing royalties...
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Tesla (TSLA) and BYD (BYDDF) are the world's largest electric vehicle manufacturers, and are becoming direct competitors in China and many parts of the world.
A lot of attention has been drawn to EV start-ups such as Nio (NIO), Li Auto (LI), Xpeng (XPEV), Rivian (RIVN), and Lucid (LCID). Efforts by traditional automobile giants such as General Motors (GM), Ford Motor (F), and Volkswagen (VWAGY) have also been reported. However, Tesla and BYD stand out.
In 2022, the car sales volume of BYD, a major Chinese EV battery company, surpassed that of Tesla. Tesla is still number one in all-battery electric vehicles (BEVs), but the difference is narrowing.
On 9/1, Tesla announced price revisions for the Model 3 in China. However, Tesla also lowered the price of the Model S and X in China and the US, and also lowered the price of fully autonomous driving systems.
In 2023, Tesla lowered prices many times as demand could not keep up with strong production capacity and competition intensified.
...
A lot of attention has been drawn to EV start-ups such as Nio (NIO), Li Auto (LI), Xpeng (XPEV), Rivian (RIVN), and Lucid (LCID). Efforts by traditional automobile giants such as General Motors (GM), Ford Motor (F), and Volkswagen (VWAGY) have also been reported. However, Tesla and BYD stand out.
In 2022, the car sales volume of BYD, a major Chinese EV battery company, surpassed that of Tesla. Tesla is still number one in all-battery electric vehicles (BEVs), but the difference is narrowing.
On 9/1, Tesla announced price revisions for the Model 3 in China. However, Tesla also lowered the price of the Model S and X in China and the US, and also lowered the price of fully autonomous driving systems.
In 2023, Tesla lowered prices many times as demand could not keep up with strong production capacity and competition intensified.
...
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