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Tesla Investors, Speculators Pile Onto $950 Call Options Amid Sell-Off: Options Chatter
Snowflake Expands Microsoft, OpenAI Partnership: Will Include Other Prominent Models Like Anthropic's Claude, Meta's Llama, And DeepSeek
Morgan Stanley: Manufacturing is Tesla's moat.
Morgan Stanley believes that in the physical AI competition, "data defines Software, Software defines Hardware, Hardware defines manufacturing, and manufacturing is the moat." Agentic robots cannot be produced just anywhere, especially against the backdrop of the continuous decline in USA manufacturing over the past 80 years, making Tesla's manufacturing advantage particularly valuable.
Nvidia's Q4 Revenue Surges Over 78%, Nearly 8x Higher Than 5 Years Ago: Analysts Debate Stock's Next Move As Jensen Huang Says Blackwell Production Has Been Ramped Up
Morgan Stanley: NVIDIA's Earnings Reports are not perfect, but the "growing pains" during the transition are fading, and Blackwell is about to experience a full explosion.
Morgan Stanley stated that the demand for Blackwell remains strong and will continue until the end of the year, NVIDIA's transition issues are gradually fading, a full explosion of Blackwell is imminent, and the pressure on gross margin is only temporary. AI spending is not a bubble but cyclical, and market enthusiasm will reignite in the next 6-9 months.
YouTube Beats Out Spotify As Top Podcast Platform With 1 Billion Users, CEO Promises Bigger Paydays For Creators
Tonyco : Nailed it. Ultimately, it just wasn't 'musk' style enough for them. You can see how a group like that might seem easily fooled by flashy lights.
Not enough fake robots, Jensen!
72423057 : What is the use of analyzing these things! Gaining attention? Good Earnings Reports lead to a drop in stock prices! Are such Stocks still worth investing in?
无念 : When expectations are too high, Earnings Reports need to exceed expectations in every aspect to bring about an increase.
无念 : If looked at closely, there are several items in the Earnings Reports that did not meet expectations.
Northsea9 : An Institution made efforts, injected 200 million dollars, raised 1 million shares, and briefly boosted the stock price! However, it was completely wiped out by another Institution that continuously sold over 2 million shares, otherwise the stock price would be 145, and the 200 million dollars went down the drain in just one hour!