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fisher931 Private ID: 72398240
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    $Tesla (TSLA.US)$ It is another day of double killing for both bulls and bears.
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    fisher931 commented on
    $Tesla (TSLA.US)$
    Firmly believe that Tesla will take off this year, the reasons are as follows:
    As the world's largest AI application company, Tesla's Market Cap is only one-third of NVIDIA.
    During the Internet bubble era, Cisco had a Market Cap comparable to Microsoft, and now Microsoft's Market Cap is twelve times that of Cisco.
    The market pricing of application companies is not aligned with that of Hardware companies, which is inherently illogical; those who mine for gold take on more risk and should earn more than those who sell shovels once successful. Starting this year, it will mark the beginning of the valuation recovery for application companies.
    The political impact has been greatly overestimated; most people believe that Musk's reforms have no chance of success. Have you considered that there are clearly people behind Musk, namely the Silicon Valley Technology Group.
    The strength of the Silicon Valley Technology Group is clearly underestimated by most people. The Silicon Valley Group brings together the youngest and most ambitious new generation in the USA today, and their combat capability should not be underestimated. It is more about the Silicon Valley Technology Group's thirst for power than Musk's personal reforms. Therefore, Musk's radical reforms may not only have no effect on the company's long-term development, but may also lead more traditional industry giants to make political donations after successful reforms.
    The impact of the decline in vehicle sales has also been greatly overestimated. Although the European market is important, considering that Europe is the stronghold of gasoline vehicles, it is unlikely to achieve better-than-expected results without bringing down the gasoline vehicle giants. The only market that should be considered is China. From the discussions on FSD and the establishment of the Gigafactory, it can be seen that China's attitude towards Tesla in the short term is still friendly and should not be overly worried.
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    $Tesla (TSLA.US)$ Consider going all-in if it falls below 300.
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    fisher931 commented on
    $Tesla (TSLA.US)$ Currently at a divergence stage, the results will be out in June, either a sharp rise or a sharp fall afterwards.
    The current decline should be understood as a lagging decline due to the Earnings Reports.
    During the previous Earnings Reports, the market was too excited about Self-Driving Cars in June and overlooked the decline in revenue. Now it is just slowly returning to rationality.
    If Self-Driving Cars exceed expectations and cooperate with AI applications, it could rise to 500-800 this year through speculation.
    If Self-Driving Cars fail or delay, this year could Put to 150-300.
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    fisher931 commented on
    $Tesla (TSLA.US)$ Having offended so many people, how will this come to an end now.
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    🌟AI Chips at the Mercy of ASML: Breaking the Monopoly Powering the Future of Computing🎯
    In the race to develop faster, more efficient, and more powerful artificial intelligence (AI) chips, one company holds an unprecedented monopoly, ASML. The Dutch firm's exclusive control over extreme ultraviolet (EUV) lithography machines has made it a critical chokepoint in the global semiconductor in...
    Opinion: AI Revolution - Breaking ASML’s EUV Monopoly and US Sanction Control Through European Antitrust Law
    Opinion: AI Revolution - Breaking ASML’s EUV Monopoly and US Sanction Control Through European Antitrust Law
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    $Tesla (TSLA.US)$ Buying Tesla at this price point is essentially betting on two things.
    One is the great success of autonomous driving, surpassing market expectations.
    The other is that this year is a year of AI application explosion, where institutions would be willing to give higher valuations to leading AI application companies.
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    fisher931 commented on
    $Tesla (TSLA.US)$ How did those who can't read support and resistance make money.The only explanation is to thank the U.S. stock market for the long-term bullish view. No matter how it's bought, money will be made. Wouldn't these be gone if it were the A-share market? You would lose your shorts.
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    fisher931 commented on
    $Intel (INTC.US)$ Market still expect this rubbish company too much, but they simply forget he rule of capitalism is winner takes all. What happens today is Intel is far behind on chip process, this is cause by the lack of American made efficiency(big question such as population aging and lack of education for public) , these are not easily to change in few years timing, don’t expect changing CEO would improve the fundamental, no one could change it. Unless there is news about bankruptcy that makes...
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