Autodesk Stock Discussion

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$NIO Inc (NIO.US)$ stock soared 14.4% after the Chinese electric vehicle manufacturer announced a significant $2 billion cash boost from existing shareholders.
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Gapping up
$Autodesk (ADSK.US)$ Shares rose by 0.8% following the software group's impressive second-quarter results, which were predominantly above consensus forecasts. The company's recent outlook upgrade also suggests strong business momentum.
$Tesla (TSLA.US)$ Shares increased by 1.2% as the electric vehicle manufacturer reported its best sales month of the year in China for August, driven by strong demand in s...

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$Autodesk (ADSK.US)$
Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools.
Highlights
-Team sits within ADSK Research which consists of 200 people.  Sub-team of 20 people f...