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Amazon: Shein And Temu Downfall, Robotics, And AI Inflection
Seeking Alpha· 2025-07-05 08:47
Group 1 - The investment strategy focuses on companies with strong qualitative attributes, aiming to buy at attractive prices based on fundamentals and hold them long-term [1] - The portfolio management approach is concentrated, targeting the avoidance of underperforming stocks while maximizing exposure to high-potential winners [1] - Companies may receive a 'Hold' rating if their growth opportunities do not meet the analyst's threshold or if the downside risk is deemed too high [1] Group 2 - The analyst has a beneficial long position in Amazon (AMZN) through various financial instruments [2] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2] - There is no business relationship between the analyst and any company whose stock is discussed in the article [2]
This Growth Stock Has Skyrocketed 225,000% -- and It's Still a Screaming Buy
The Motley Fool· 2025-07-04 08:51
Core Insights - Amazon's stock has shown remarkable growth, with an increase of 225,000% since its IPO in 1997, turning a $1,000 investment into nearly $2.25 million today [2][4] - The company has experienced significant volatility, including a 90% loss in market cap during the dot-com bubble burst, but has since diversified its product offerings and expanded into new markets [5][6] Company Performance - Amazon's e-commerce market share in the U.S. stands at 37.6%, significantly higher than its closest competitor, Walmart, which has a market share of 6.4% [7] - Amazon Web Services (AWS) holds a 29% market share in the cloud services sector, with Microsoft following at 22% [7] - AWS revenue grew by 17% year over year in Q1 2025, while the company's profits surged 64% year over year to $17.1 billion [8] Future Growth Potential - The integration of artificial intelligence (AI) is expected to drive substantial growth for AWS, with the potential for increased demand as the AI transformation progresses [10] - Amazon's e-commerce growth is anticipated to continue, with only about 1% of the global retail market currently captured, suggesting significant room for online retail expansion [11] - The company's strategy of disrupting other markets through innovation and operational scale is expected to persist, indicating ongoing investment opportunities [12]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-04 08:48
The only way to increase the US GDPAI and Robotics.Thankful Elon Musk companies will help the US https://t.co/oViuLEeHic ...
镜像世界、手机消失、人类爱上AI:“硅谷精神之父”凯文·凯利的2049预言【专访】
硅谷101· 2025-07-04 00:29
AI worked. Everybody loves it. I just gave birth to a baby boy 2 months ago.His name is Benjamin. Whatever Benjamin will be doing in 25 years, that job does not exist today. Do we still need reporters.Maybe even more of them. You picture the future when smart glasses are going to replace them. We go into the mirror world to interact with AIS and robots.I would probably bet on a Chinese company over Apple of figuring this out. Robotics. In 25 years, they'll be cheaper, but they won't be any better.Ton of str ...
X @TechCrunch
TechCrunch· 2025-07-03 22:14
Watch out for Spot!Boston Dynamics’ agile mobile robot has been on patrol at Cargill’s oilseed facility since mid-2024, helping out with routine inspections and visual safety checks.It’s all part of Cargill’s push toward more autonomous operations, where robots handle the rounds, and humans focus on bigger-picture tasks like predictive maintenance and long-term planning. ...
More bad news for Musk as Tesla deliveries miss mark again
Sky News· 2025-07-02 19:01
Group 1 - Tesla's deliveries from April to June totaled 384,122, marking a 13.5% decline compared to the same period last year, indicating a continued slump in production [1] - Wall Street analysts had anticipated approximately 1,000 more deliveries than reported, highlighting a significant shortfall in expectations [1] - Tesla's profits for the first quarter fell by 71% to $409 million from $1.39 billion, with revenues dropping 9% to $19.3 billion, which were also below forecasts [9] Group 2 - Despite the negative delivery figures, analysts at Wedbush expressed optimism about Tesla's future, citing advancements in autonomous driving, robotics, and other technologies as key growth drivers [6] - The stock price of Tesla experienced a 5% decline earlier in the week but rebounded with a 4.5% increase on Wednesday, suggesting some recovery in investor sentiment [6] - The upcoming financial details for Tesla are expected to be published later this month, which may provide further insights into the company's performance [7]
大学宣布:成立新学院!教授来自小米、宇树、乐聚……
新华网财经· 2025-07-02 13:48
7月2日 武汉大学机器人学院成立大会 在 该校 举行 学院将从小米、宇树、乐聚、优必选等 机器人、智能制造头部企业 聘请10名产业教授 培养创新拔尖人才 武大机器人学院执行院长肖晓晖教授在会上介绍, 新成立的机器人学院2025年将招收90名 本科新生 , 将依托武大多学科交叉优势,融合控制、机械、测绘遥感、电信、人工智能等学 科力量,为机器人领域新兴交叉学科的探索和培育提供强有力的支撑。 图源:湖北日报 此外,武大机器人学院将从小米、宇树、乐聚、优必选等机器人、智能制造头部企业聘请10 名产业教授 。 未来,学院将扎根机器人平台设计、机器人规划控制、机器人感知交互、机器 人智能决策四大基础研究方向,聚焦机器人+工程应用、机器人+空天地海信息、机器人+智能 医疗、机器人+数字人文四大特色发展方向,五年内控制学科跻身国内前列,加快机器人新兴 学科方向的探索建设具有武大特色的机器人工程专业,引领新工科发展。 图源:湖北日报 据了解,2024年3月,武汉大学联合小米宣布成立机器人系,并设立"机器人技术"硕士专 业。近年来武汉大学在"机器人技术"人才培养方面已经取得丰硕成果。例如,武大学子在 2023年中国机器人及人工 ...
2 Unstoppable Stocks to Buy With Great Upside Potential
The Motley Fool· 2025-07-02 10:30
Market volatility comes and goes, but holding a portfolio of well-chosen growth stocks is the easiest way to build wealth. It doesn't matter if you have $50 or $5,000; regularly buying shares of growing businesses in the stock market is one of the smartest moves you can make for your financial future.Here are two stocks than can deliver great returns for investors over the long term. 1. AmazonShares of Amazon (AMZN 0.61%) have doubled since the market bottomed out in 2022, but shares are up only 58% in the ...