[Music] Humanoid robot Neo has a new AI model that's unlocking new capabilities as it's being tested in the homes of 1X employees. The robot's new abilities include picking up unfamiliar objects in unfamiliar settings, whole body control, improved coordination, running, multidirectional walking, stairs, and more. Neo's new stair mode uses the robot's onboard cameras to estimate the height of the surrounding floor without the use of LAR sensors, which are commonly used by competing robotics companies for the ...

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Core Viewpoint - Tesla is expected to release its second-quarter earnings in late July, with potential volatility in its stock price due to recent developments, including the robotaxi launch, which may serve as a positive catalyst for the company [1] Delivery Data - Tesla typically releases its production and delivery data shortly after the quarter ends, which is crucial as these figures represent its sales volumes [2] - Unlike traditional automakers, Tesla sells directly to consumers, making its delivery data a direct reflection of sales [2] Market Share Trends - Tesla's market share in the electric vehicle (EV) sector has been declining, from 58% at the end of 2022 to 43.5% in Q1 2025 [4] - Early sales data from the U.S. and Europe indicates that Tesla may need a strong sales month in June to meet analyst estimates [5] Competitive Landscape - Bears argue that Tesla's declining market share is due to a stagnant vehicle lineup and concerns over losing competitive edge [7] - Bulls attribute the decline to competitors' heavy investments and emphasize that Tesla's long-term success hinges on reducing vehicle costs to boost sales and develop its robotaxi business [8] Production and Sales Growth - Tesla's automotive sales dropped by 20% year-over-year in Q1, raising concerns about the need for production growth to lower unit costs [9] - Lower-cost vehicles are essential for the robotaxi business model, with plans for the Cybercab to begin volume production in 2026 [11] Potential Catalysts - Three key points Tesla's management could address in the earnings call that may positively impact the stock include: 1. Confirmation of the Cybercab's production timeline for 2026 [12] 2. Details on the expansion of the robotaxi pilot program [12] 3. Assurance of the introduction of lower-cost models in 2025, which could revitalize sales [11][12] Investment Perspective - Tesla remains a speculative growth stock, with the potential for a narrative shift in its EV sales and market share contingent on the successful introduction of lower-cost models [14]

Autonomous Driving Technology - Tesla's factory utilizes driverless technology to move vehicles autonomously from the production line to parking lots [1] - The autonomous driving system is being scaled for applications beyond factory logistics, including robotaxis and driverless delivery services [1] Operational Efficiency - Tesla is implementing driverless systems within its factory operations [1] - The company aims to expand its autonomous driving capabilities from factory applications to broader commercial uses [1]

Core Viewpoint - Xiaomi's recent product launch of the YU7 SUV has generated nearly 300,000 orders within one hour, significantly surpassing market expectations, which is expected to enhance earnings consensus and support valuation multiple expansion for the company [1] Group 1: YU7 SUV - The YU7 SUV received over 289,000 confirmed orders in the first hour of its launch, exceeding market expectations against the in-line MSRP [1] - The initial order backlog may face challenges from scalping, and production capacity constraints are anticipated to limit sales growth over the next year, with a maximum delivery estimate of 1 million units by 2026 [1] - The order frenzy for the YU7 is expected to benefit Li Auto with its upcoming i-series BEV models and Xiaomi's supply chain, including its exclusive LIDAR supplier [1] Group 2: AI Glasses - Xiaomi's AI glasses, comparable to Meta-Rayban products but with superior specifications, are expected to succeed in the Chinese market due to limited competition within Xiaomi's ecosystem [1] - The single-color electrochromic version of the AI glasses sold out within half an hour of launch [1] Group 3: MIX Flip2 Smartphone - The MIX Flip2, Xiaomi's latest compact foldable flagship smartphone, features significant upgrades in design, performance, battery life, and imaging systems, with a starting price of RMB 5,999 [2] - The MIX Flip2 is anticipated to become a key player in the 2025 compact foldable smartphone market [2] Group 4: Valuation - Xiaomi is reiterated as a top BUY due to its strong EV growth, progress in smartphone and IoT products, and exposure to AI, AR glasses, and robotics [3] - The target price of HK$75.25 is based on a sum-of-the-parts (SOTP) valuation, combining a 21x 2026E P/E for traditional business and a 4x 2026E P/S for the EV business [3]

RT Cathie Wood (@CathieDWood)Now that #robotaxis are commercializing , the next question is who will win this winner-take-most opportunity in the US. Based on two major competitive advantages, @skorusARK makes the case for $TSLA in The Brainstorm this week. ...

Competitive Advantage - The robotaxi market presents a winner-take-most opportunity in the US [1] - Tesla possesses major competitive advantages in the robotaxi market [1] - Tesla's crowdsourced fleet model, similar to Airbnb, allows owners to "opt in" for autonomous rides [2] - Waymo's robotaxi model requires partnerships and fleet control [2] Company Strategy - ARK Invest highlights distinctions between Waymo and Tesla in "The Brainstorm" [2]

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Group 1 - The U.S. stock markets are reaching new highs, raising questions about the sustainability of the rally and whether fundamentals support the current valuations [1] - Gary Alexander has extensive experience in technology companies, both on Wall Street and in Silicon Valley, and has been involved with seed-round startups [1] - Alexander has been a contributor to Seeking Alpha since 2017 and his insights are widely published and referenced in trading applications like Robinhood [1]

Core Viewpoint - The successful approval of the Business Combination between Welsbach Technology Metals Acquisition Corp. (WTMA) and Evolution Metals LLC (EM) aims to establish a fully integrated and independent critical minerals and materials supply chain in the U.S. that is not reliant on China [1][4]. Group 1: Business Combination Details - WTMA and EM plan to acquire, scale, and integrate five operating companies focused on bonded and sintered magnet manufacturing, magnet metals and alloy production, Li-ion battery recycling, and smart machine design and automation [2]. - The combined entity will be renamed Evolution Metals & Technologies Corp. (EM&T) and is expected to trade on Nasdaq under the symbol EMAT [2]. Group 2: Technological Integration and Industry Focus - EM&T will utilize advanced technologies such as robotics and artificial intelligence (AI) to provide integrated midstream and downstream recycling and processing of critical minerals and materials for various industries including automotive, aerospace, defense, healthcare, high tech, consumer electronics, and renewable energy [3]. - The merger is positioned to create a secure, U.S.-centered supply chain for critical materials essential for clean energy and advanced manufacturing [4][8]. Group 3: Strategic Vision and Future Plans - The merger represents a strategic alignment of values and vision, aiming to deliver long-term value for stakeholders while promoting sustainability and industrial resilience [4]. - Plans include replicating Korean operations in Missouri to create a major industrial campus focused on processing batteries and e-waste into essential materials [4].