Self-driving cars include vehicles equipped with advanced sensors, cameras, and AI algorithms, that can navigate, make decisions, and drive without human intervention. Ranging from partial to full automation, these vehicles aim to revolutionize transportation by improving safety, reducing traffic congestion, and providing mobility solutions for those unable to drive. Self-driving cars have the potential to improve safety and efficiency as automated vehicles may significantly reduce road accidents caused by human error. The potential market of autonomous vehicles is projected to grow exponentially in the coming decades and disrupt the automotive and transportation industries.
Top Holdings:
1. $Apple (AAPL.US)$ 26.2% of the portfolio, valued at $69.9 billion. Despite recent trimming of the stake, Apple remains the largest holding.
2. $American Express (AXP.US)$ 15.4%, valued at $41.1 billion.
3. $Bank of America (BAC.US)$ 11.9%, worth $31.7 billion, though the stake was reduced by 23% in Q3.
4. $Coca-Cola (KO.US)$ 10.8%...
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$Tesla (TSLA.US)$
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$NVIDIA (NVDA.US)$
The analysts know that each subsequent quarter will have diminishing returns in terms of YoY revenue growth compared to the +265% down to +94% three quarters later. Once the AI infrastructure is built out demand will dry up rapidly, not to mention that Jensen is already talking about "demand from o...
https://x.com/TheSonOfWalkley/status/1860406066544017866?t=eE3JT-CwWI17Y2yeWZKQbg&s=19
Esp when Trump and Elon are so close
I finally remembered why I hated ETF so much. I couldn’t believe I only remembered the emotion of hating ETF, and I forgot why. Some times I wondered why I never left the market. It’s the only thing that keeps my mind busy. I can’t help laughing. Market is the only thing that keeps my mind from wondering what’s the meaning of life. I remembered the days watching the price movement as a way of meditation. And there’s n...
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