Elon Musk thinks the humanoid business will dwarf the robotaxi business and we believe he’s right. @CathieDWoodhttps://t.co/dmNJzAtYRm ...

Core Viewpoint - Dividend investors should be cautious about over-focusing on high dividend yields, as seen in the comparison between Annaly Capital Management and W.P. Carey, where a lower yield may provide more reliable income over time [1]. Company Overview - Annaly Capital Management operates as a mortgage REIT, purchasing pooled mortgages that are traded as bond-like securities, which are influenced by interest rates and housing market conditions [2]. - The business model of Annaly involves significant leverage, which can amplify both gains and losses, depending on the volatility of mortgage securities [4]. Dividend Analysis - Annaly's 14% dividend yield is not reliable for investors seeking consistent income, as both its dividend and stock price have declined over time, indicating potential risks for those who rely on dividends for living expenses [5][7]. - In contrast, W.P. Carey, despite cutting its dividend in late 2023, has a history of 24 consecutive annual increases and has resumed increasing its dividend quarterly since the cut, suggesting a more stable income stream for investors [8][9]. Business Model Comparison - W.P. Carey's business model is more traditional, focusing on physical properties that generate rental income, which allows for potential growth in dividends over time, contrasting with Annaly's total return investment approach that relies on dividend reinvestment [9][10]. - The recent dividend cut by W.P. Carey was a strategic decision to exit the struggling office sector, positioning the company for long-term growth and making it potentially more attractive for investors seeking reliable income [8].

美国商业内幕网24日援引分析人士的话报道称，虽然特斯拉的无人驾驶愿景极具吸引力，但其成功取决 于能否克服安全性、运营基础设施、传感器技术限制及实际部署等重大挑战——这些关键问题迄今尚未 得到充分验证。来自金融机构的声音也对特斯拉的愿景持谨慎态度，瑞银本周发布的研报将特斯拉的目 标股价上调25美元，但维持"卖出"评级。报告认为，市场对于该公司无人驾驶出租车项目的乐观预期已 大部分反映在了当前股价中。除了自动驾驶技术面临争议外，特斯拉还需面对监管审批漫长、公众信任 尚待建立以及市场竞争等挑战。谷歌母公司Alphabet旗下自动驾驶企业Waymo上月宣布完成超1000万次 付费行程，亚马逊旗下的Zoox也在低调推进，中国市场有多家本土企业快速扩张。 "忘记传统汽车吧，特斯拉的未来将会是'无人驾驶帝国'。"美国福布斯网站23日报道称，尽管目前 Robotaxi运营车辆数量有限，但特斯拉计划打造出一个闭环、垂直整合的Robotaxi体系。特斯拉的愿景 并非关乎销售更多汽车，而是要实现每辆车闲置时间的货币化。文章还计算了特斯拉Robotaxi项目背后 的"经济账"：在奥斯汀运营的Robotaxi采用的是特斯拉ModelY ...

Group 1 - The investment philosophy focuses on three main areas: high-quality growth companies, turnaround situations, and broader market commentary [2] - Emphasis on identifying emerging growth stories before they gain widespread attention, highlighting the importance of sustainable competitive advantages [2] - Expertise in turnaround situations involves seeking fundamentally sound companies that are undervalued due to temporary challenges or market pessimism [2] Group 2 - The analyst's educational background from the University of Virginia provides rigorous analytical skills, enhancing the ability to conduct disciplined research and risk management [2] - The goal is to share well-researched investment ideas and market insights, contributing valuable analysis for informed decision-making [2]

RT Tesla Owners Silicon Valley (@teslaownersSV)We're not waiting for the future.. we're currently experiencing it!Every car capable of running FSD today is also capable of being a fully-autonomous robotaxi 🚕Insane 🤯🤯 https://t.co/xtKfEpRPHb ...

In a big week for robotaxi bulls, Uber Technologies NYSE: UBER and Tesla NASDAQ: TSLA officially began their automated ride-sharing operations in two key geographies. Both these names saw strong gains in their shares as a result. On June 24, Uber closed up over 7%. On June 23, Tesla shares ended the day up over 8%. The analysis below will detail the robotaxi progress that both firms have made, as well as the current state of the market.Get Tesla alerts:Uber Kicks Off Service in Atlanta as Lyft Waits in the ...

Group 1 - The article discusses the importance of risk management and total return investing for better portfolio decisions [1] - The author is a contributing analyst for the Sungarden Investors Club, focusing on teaching investors [1] - The article is co-authored with Rob Isbitts, the founder of the club, indicating a collaborative effort in investment education [1] Group 2 - The author has a beneficial long position in the shares of NBIS and PLTR, indicating a personal investment interest [2] - The article expresses the author's own opinions without compensation from the companies mentioned [2] - There is no business relationship with any company whose stock is mentioned, ensuring independence in analysis [2]

Stock Performance - Pony AI's U S-listed shares experienced a surge for a second consecutive session [1] - The increase follows the stock's addition to a prominent Nasdaq index tracking Chinese firms [1]

星巴克中国要卖了，瑞幸却把9.9咖啡带进纽约 从东南亚试水到决战纽约，瑞幸能否在星巴克大本营杀出一条血路？ 专访银河通用王鹤：真正能"干活"的机器人，不怕价格战 "迎宾表演市场是昙花一现，要训练机器人做高价值工作。" 泰国预警，哪吒破产连累中国汽车 车企出海不是个体在战斗，哪吒汽车海外扩张遇阻，补贴难求反伤中国汽车品牌海外形象。 访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 今日好文 调味品NO.1，海天味业"眺望"更大的世界 国内市场现"低谷期"，「海天味业」出海探寻更多可能。 热点快讯 商业化进程提速，中国 Robotaxi 企业争相出海 继特斯拉开启 Robotaxi 试点服务后，6月23日，出行公司哈啰也宣布正式进军 Robotaxi 赛道。同时，国内头部 Robotaxi 企业正通过多元化形式拓展海外市 场。文远知行将携手迪拜道路交通管理局及 Uber，在迪拜落地部署商业化 Robotaxi 出行服务；小马智行将在迪拜运营 Robotaxi 车队，进行测试。随着新玩 家的涌入，以及头部企业加速出海，Robotaxi 行业正加速从技术验证阶段迈向商业化落地阶段。受访专家表 ...

RT Dirty Tesla (@DirtyTesLa)I went from one robotaxi to the next and the same song was playing in the next one since the vehicles are synced to my profile 😭 this is one of the best parts of robotaxi https://t.co/DJvHTOH5Jp ...