Tesla q1 delivery expectations are getting lower, potentially resulting in the first negative growth since the 2020 q2 covid period (2023Q1 440808 units)
$Tesla(TSLA.US$
$Tesla(TSLA.US$
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Let's talk about why yesterday was so crazy. Now Viking can be considered one of the fastest weight loss drugs outside of the two giants, with some of the best data among several competitive varieties.
$SPDR S&P Biotech ETF(XBI.US$ $Viking Therapeutics(VKTX.US$
$SPDR S&P Biotech ETF(XBI.US$ $Viking Therapeutics(VKTX.US$
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Nearly 70 years of history shows no post persistent yield curve inversion rally proved to be durable andALLof them fully reversed during subsequent downturn.
$Invesco QQQ Trust(QQQ.US$ $SPDR S&P 500 ETF(SPY.US$
$Invesco QQQ Trust(QQQ.US$ $SPDR S&P 500 ETF(SPY.US$
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Detachment-Delta
reacted to and commented on
Tesla unveiled "Optimus Gen 2" yesterday, truly amazing, again. I personally believe that Tesla's expertise in AI, batteries, and electric motors will give them a first-mover advantage, allowing them to capture a significant share of the humanoid robot market eventually.
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Optimus-Gen 2 key points:
●Walk at a pace that is 30% faster, 10 kg lighter
●Faster, brand-new hands with 11-DoF (degree of freedom), have tactile sensing on fingers
●Improved balance, can...
●Walk at a pace that is 30% faster, 10 kg lighter
●Faster, brand-new hands with 11-DoF (degree of freedom), have tactile sensing on fingers
●Improved balance, can...
+2
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I listened to Ben Thompson's interview with Nat Friedman and Daniel Gross and here are a few interesting takeaways.
Firstly, Google has all the necessary resources for AI - money, talent, data, and powerful hardware (TPUs and GPUs). They also have various B+C applications like Android, search, YouTube, Gmail, and G-suite that make up important parts of AI development. Sergei Brin's involvement in Gemini is a positive sign and it will be interesting to see if his leadership can invigorate Google...
Firstly, Google has all the necessary resources for AI - money, talent, data, and powerful hardware (TPUs and GPUs). They also have various B+C applications like Android, search, YouTube, Gmail, and G-suite that make up important parts of AI development. Sergei Brin's involvement in Gemini is a positive sign and it will be interesting to see if his leadership can invigorate Google...
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US equities have rebounded more strongly than EM in recent weeks" but "EM equity valuations remain relatively more attractive than those in the US.
$KraneShares CSI China Internet ETF(KWEB.US$ $Invesco QQQ Trust(QQQ.US$ $Tesla(TSLA.US$
$KraneShares CSI China Internet ETF(KWEB.US$ $Invesco QQQ Trust(QQQ.US$ $Tesla(TSLA.US$
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By most metrics, the S&P 500 is statistically expensive. via BofA Savita
$Invesco QQQ Trust(QQQ.US$ $Tesla(TSLA.US$ $Microsoft(MSFT.US$
$Invesco QQQ Trust(QQQ.US$ $Tesla(TSLA.US$ $Microsoft(MSFT.US$
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Model Y sales in Europe are on a decline:
• 73,386 in Q1 2023
• 65,511 in Q2
• 62,399 in Q3
• 60,000 in Q4 Estimate, Oct+Nov is low
$Tesla(TSLA.US$
• 73,386 in Q1 2023
• 65,511 in Q2
• 62,399 in Q3
• 60,000 in Q4 Estimate, Oct+Nov is low
$Tesla(TSLA.US$
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