$Tesla(TSLA.US)$ $BYD COMPANY(01211.HK)$ $NIO Inc(NIO.US)$ $XPeng(XPEV.US)$
1) Despite reports of Tesla’s Robotaxi Unveiling event being postponed by two months, Wedbush analyst Dan Ives believes the timing of the showcase is less important than the content of it.
2) While Tesla and Musk were tight-lipped on the development with the Earnings Call less than a week away, Ives said in a note to investors that there is not much to worr...

$SoundHound AI(SOUN.US)$
looking for $6. if it looks like it's struggling tomorrow, I may lock it up

$Taiwan Semiconductor(TSM.US)$ i am probably the biggest bull on TSM on this platform lol

$PA(7225.MY)$
Policy background
1. **Solar Cell Tariff**: Starting in 2024, tariffs on solar cells (whether assembled into modules or not) will increase from 25% to 50%.
2. **Tariffs on steel and aluminum products**: Tariffs on selected steel and aluminum products will be increased from 0-7.5% to 25%.
### Benefits ###
1. **Solar Cell Tariff Increase**: - **Increased Market Share**: China's competitors' costs have increased, and PA may benefit from this to increase market share.
- **Price advantage**: First Solar may increase orders to PA and increase PA revenue and profitability.
2. **Increased tariffs on steel and aluminum products**: - **Export competitiveness**: PA, as a major aluminum extrusion company in Malaysia, may benefit from the US reducing aluminum imports from China.
- **Price rise**: Global aluminum prices may rise, which will help increase PA's product sales prices and profits.
### Disadvantages ###
1. **Raw material cost**: - **Increased import costs**: If PA relies on raw materials from China, import costs may increase, affecting profit margins. - **Supply chain uncertainty**: Increased tariffs may cause supply chain instability, affecting production and delivery times.
2. **Increased market competition**: - ** Replace...

$Apple(AAPL.US)$ Your grandpa or your grandpa