RT JoshWest247 ⚡️ (@JoshWest247)Checking out the epic @Tesla CyberBear with @teslaownersSV https://t.co/y4x2SZpn66 ...

Core Insights - Rivian Automotive Inc. is entering the autonomous driving market with its proprietary AI chip, the Rivian Autonomy Processor (RAP1), targeting Level 4 autonomy [1][2]. Group 1: Autonomous Driving Strategy - The RAP1 chip can process 5 billion pixels per second, supporting Rivian's Gen 3 Autonomy Computer [2]. - Rivian's autonomous driving approach includes a combination of LiDAR and camera systems, with upcoming R2 models equipped with LiDAR sensors, 11 cameras, and 5 radars [2]. Group 2: Assisted Driving Features - Rivian introduced the Universal Hands Free (UHF) assisted driving system, capable of operating on over 3.5 million miles of roads in the U.S. and Canada, allowing for autonomous lane changes on highways [3]. - The UHF feature will be available in second-generation R1 models in the future [3]. Group 3: Subscription Model - Rivian announced the Autonomy+ subscription service, priced at a one-time fee of $2,500 or a monthly fee of $49.99, set to launch in early 2026 [4]. Group 4: Competitive Landscape - Rivian's pricing for its autonomous driving technology is significantly lower than Tesla's, which charges $8,000 for its Full Self-Driving (FSD) package or $99 per month [5]. - Rivian's competitors in the autonomous driving space include Alphabet's Waymo and Baidu's Apollo Go, both of which are leading in ride-hailing services [6][7]. Group 5: Market Reactions - Rivian's stock saw a 1.22% increase to $16.63 in after-hours trading, indicating positive market sentiment following the announcements [9].

This is an Raptor test,I get goosebumps every time 🔥https://t.co/yUeiysGKlF ...

Ron Baron"I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"https://t.co/QNuYt2Am8V ...

Core Viewpoint - The article discusses the evolving landscape of investment strategies, particularly the tension between growth and value investing, emphasizing the need for a nuanced understanding of these concepts in the context of modern economic changes [6][8][9]. Group 1: Growth vs. Value Investing - James Anderson acknowledges a widening divide between growth and value investing, suggesting that traditional value metrics may not suffice in a changing economic landscape dominated by tech giants like Microsoft and Google [8]. - The article highlights that while growth and value investing appear divergent, they share fundamental principles, such as the importance of honest long-term cash flow estimation and risk awareness [9]. - Anderson emphasizes the need for a longer time perspective and serious company research, valuing patience and governance sensitivity inherent in value investing [9][10]. Group 2: Historical Context and Literature - The article notes a lack of literature supporting growth investing compared to the extensive documentation of value investing, which has a rich tradition and numerous classic texts [11][13]. - It references Benjamin Graham's views on growth stocks, indicating that while he recognized their potential, he also warned of their speculative nature and preferred investing in larger, less popular companies [13][14]. - The article argues that the realities of the past decade have diverged from Graham's observations, with growth stocks outperforming traditional value stocks [15]. Group 3: Future Investment Landscape - The article posits that future returns are highly uncertain, urging a reevaluation of investment beliefs and strategies in light of complex market dynamics [18][30]. - It suggests that understanding structural changes in the global economy is crucial for predicting long-term investment outcomes, rather than focusing solely on short-term financial metrics [33][34]. - The piece warns against relying on historical volatility to forecast future performance, advocating for a mindset open to exploring various possibilities [38][39]. Group 4: Case Studies - The article compares Coca-Cola and Facebook, illustrating how traditional value metrics may misrepresent the potential of high-growth companies [64][69]. - It highlights that Coca-Cola's growth has stagnated, while Facebook has shown significant growth potential, challenging the notion of which company represents true value [66][70]. - The automotive industry is used as a case study, showcasing how different companies within the sector exhibit varying growth and value characteristics, with General Motors and Ferrari serving as contrasting examples [82][88].

美國車廠要瘋了！ GM、Ford Toyota這些老大 聯合寫信給國會 吼道 中國EV是 “眼前炸彈” 快擋住他們建廠 否則本土 產業全滅！ 昨天眾議院 聽證會上 他們甩出報告 中國靠補貼 EV產能達到 美國的三倍 去年砸2300億刀 BYD新車 18個月上線 價格低到傾銷 美國呢？ 電池貴 供應鏈亂 Ford還因 稀土短缺 還關廠 共和黨大佬 穆勒納爾 更是補刀 拜登禁令 需要立法鎖死 別讓中國 變“特洛伊木馬” 來偷市場 聽著刺激吧？ 但Tesla呢？ Elon總愛走鋼絲 上海廠產能爆 供應鏈中國纏身 可WSJ爆料 Tesla要供應商 一年內清 中國零件 全部美本土化 高管闢謠了 但誰信？ 無風不起浪 這貿易風暴 Tesla能 鬆這口氣？ 兄弟 你說Elon 下步大招是啥？ 是本土投資加碼 還是灰色 遊走繼續？ 這波中美EV戰 誰會笑到最後？. ...

https://t.co/PldYzdauGl ...

The 50 cal shot at a Tesla Cybertruck was insane And the question is did it go through? @ArmoredCG https://t.co/rTabumQT2DTesla Owners Silicon Valley (@teslaownersSV):50cal shot at Tesla CybertruckAbsolutely bonkers 🤯🤯 https://t.co/LhuOjwmHYS ...

大家好我是大鱼 华尔街分析师 Gordon Johnson 放话预测 Tesla股价将 暴跌至19美元 从当前的 446美元崩盘 这听似极端 但他历来预言 总会引发热议 尽管准确率堪忧 事实上 34位主流分析师 的平均目标价 大约393美元 顶尖者更看好 至500美元以上 寄希望于 FSD与Optimus 机器人颠覆产业 但我们也不能 忽略风险 电动车竞争在加剧 Tesla在部分市场的 市占率正出现下滑 Q4交付若疲软 股价就很可能 出现震荡 让我们理性拆解 这场预言风暴 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周四收盘是446.87% 全天下跌了 4.58%美元 跌幅是1.02% 成交量是 5513万股 最近华尔街又有 那个老熟人 跳出来喊话了 戈登·约翰逊 GLJ Research的头头 又重申他的神预测 他认为Tesla的股价 会跌到$19.05% 啥？ 从现在的 $446掉到19刀？ 这不是在说 Tesla要从 电动车王者 变成二手脚踏车吗？ 哈哈 我一听就乐了 这哥们儿的 预测准头 简直像在 猜乐透号码 偏偏每次都中 那个最惨的 说真的 Gordon这人 不是头一回了 从 ...

Group 1 - The first full-scale venting test of a 10 MPa high-pressure hydrogen pipeline in China was successfully conducted, marking a significant advancement in hydrogen pipeline safety technology [2] - Samsung is accelerating preparations to produce Tesla's AI5 chip in the U.S. by recruiting experienced engineers to address complex wafer fabrication challenges and ensure stable production yields [2] - The "Jiutian" drone successfully completed its maiden flight, showcasing its capabilities as a large general-purpose drone platform with a maximum takeoff weight of 16 tons and a payload capacity of 6,000 kg [3][4] Group 2 - The "Jiutian" drone can adapt to various civilian scenarios through modular payloads, including heavy cargo transport, emergency rescue, and geographic surveying, indicating a breakthrough in large drone technology in China [3] - Xiaomi's first large home appliance factory in Wuhan has officially commenced production, with the first self-produced product being the "Mijia Central Air Conditioning Pro Dual Fan Wheel" [4]