Jensen Huang $NVIDIA(NVDA.US)$
Sold: $275.7M
Current Ownership: $110.2B
% of Ownership Sold: 0.25%
Jeff Bezos $Amazon(AMZN.US)$
Sold: $10.17B
Current Ownership: $181.5B
% of Ownership Sold: 5.56%
Mark Zuckerberg $Meta Platforms(META.US)$
Sold: $1.92B
Current Ownership: $176.98B
% of Ownership Sold: 1.1%
Tim Cook $Apple(AAPL.US)$
Sold: $33.2M
Current Ownership: $746.5M
% of Ownership Sold: 4.4%
Satya Nadella $Microsoft(MSFT.US)$
Sold: $524K
Current Own...

Baidu - A High-Probability, Undervalued Investment Opportunity
Disclosure: I hold a long position in BIDU.US.
$Baidu(BIDU.US)$ $BIDU-SW(09888.HK)$
Apollo Go Robotaxi(Bullish)
Baidu is focusing on reducing losses in its Apollo Go business. The fully driverless fleet in Wuhan has grown threefold YoY, with 70% of orders being fully driverless as of April, up from 45% in 4Q23. Baidu has initiated driverless robotaxi services in 11 cities across China, accumulating over 6 million...

$Baidu(BIDU.US)$
Next resistance is 105.89. Hopefully, the stock price can break the resistance tonight.

$Amazon(AMZN.US)$ AWS flexed its underappreciated AI toolkit at its NYC summit as AI/ML has grown to a multi-billion dollar run-rate business for AMZN. While consensus believes that AMZN lags behind its mega-cap peers in AI capabilities, AMZN highlighted that it has launched over two times the number of AI services than $Microsoft(MSFT.US)$ and $Alphabet-A(GOOGL.US)$ combined since 2023. We believe investors are underestimating AMZN’s positioning to win its fair share of AI workloads and ...

A great look at the upcoming AI PC chip roadmaps across the industry’s leading players.
$Advanced Micro Devices(AMD.US)$ $Qualcomm(QCOM.US)$ $Apple(AAPL.US)$ $Intel(INTC.US)$ $NVIDIA(NVDA.US)$

$Microsoft(MSFT.US)$ we gucci today

$Microsoft(MSFT.US)$ $Alphabet-A(GOOGL.US)$ $NVIDIA(NVDA.US)$ $Nasdaq Composite Index(.IXIC.US)$
Has OpenAI's Myth Been Deflated by Reality?
From the establishment of broadband to the ubiquitous presence of PCs, history has shown that technological maturity takes time. Yet, OpenAI seemingly shattered this norm as ChatGPT amassed 100 million users within just two months of its launch.
However, the majority of these users are fleeting engagements, failing to translate ...

$Apple(AAPL.US)$
👉 Key Highlights:
📍 Apple expands Vision Pro availability beyond the U.S.
📍 Vision Pro now available in Australia, Canada, France, Germany, and the U.K.
📍 Debuted in Asian markets on June 28.
📍 Vision Pro priced at $3,499, higher than other mass-market headsets.
📍 Customers can book in-store demos to test Vision Pro.
📍 IDC ranks Apple No. 2 in mixed/virtual reality headset market.
📍 Meta's Quest 3 and Vision Pro boost mixed reality cont...

Recently, the share price of Baidu (stock code: $BIDU-SW(09888.HK)$ and $Baidu(BIDU.US)$) has shown a significant upward trend, a change that is closely related to the company's major breakthroughs in the field of autonomous driving. Of particular note is the explosive growth in fully driverless autonomous driving orders in Wuhan for Baidu's ApolloGo service, which shows the market's posit...

Mobilephones +5.14% to 63.68 mln units
Vehicles +18.5% to 486k unit
$Tesla(TSLA.US)$ $NIO-SW(09866.HK)$ $NIO Inc. USD OV(NIO.SG)$ $NIO Inc(NIO.US)$ $BYD COMPANY(01211.HK)$ $BYD Company Limited(002594.SZ)$ $XPENG-W(09868.HK)$ $XPeng(XPEV.US)$ $Apple(AAPL.US)$ $Huawei Hongmong(LIST0795.SH)$