Are you ready for the Tesla Robotaxi?The looks of the street will change forever. https://t.co/OYnrjHgJ10 ...

Core Insights - Nvidia has reached a historic milestone by becoming the first company to achieve a $4 trillion market cap, surpassing Microsoft and Apple [1] - The stock has increased by 20% year-to-date and over 1,400% in the last five years, contributing to a new all-time high for the Nasdaq [1] Financial Performance - Nvidia's total sales are projected to increase by 51% in fiscal year 2026 to $197.54 billion from $130.5 billion in FY25, with FY27 sales expected to rise by another 25% to $247.24 billion [8] - Annual earnings are anticipated to grow over 40% in FY26 to $4.24 per share, compared to $2.99 in FY25, with FY27 EPS forecasted to increase by 32% to $5.59 [8] Valuation Metrics - Nvidia currently trades at a forward earnings multiple of 37.7X, which is a 17% discount to its decade-long median of 45.1X and below its high of 118.6X during this period [10] - Comparatively, Microsoft and Apple have forward earnings multiples of 33.1X and 29.5X, respectively [10] Price Targets - The Average Zacks Price Target for Nvidia stock is $176.98, indicating a 10% upside from its previous closing price of $160 and 8% higher than its all-time peak of $164 [12] Technical Analysis - Nvidia's 50-Day Simple Moving Average has been consistently above its 200-Day SMA, indicating a bullish trend, with current values at $137 and $131, respectively [13] Strategic Positioning - Nvidia is a leading chip provider for generative and enterprise AI and is making significant advancements in the autonomous vehicle sector with its DRIVE AI Platform [5][6] - The company supports Level 5 fully autonomous vehicles through its DRIVE AGX Pegasus platform and has established partnerships with major automotive companies [7]

Core Investment Themes - The current market is characterized by significant technological megatrends, including autonomous vehicles, digital assets, AI, and the digital economy, which present exciting investment opportunities [1] - Despite market volatility, these fluctuations are often temporary pauses in a larger upward trend [2] Company Opportunities - Uber Technologies, Coinbase Global, and Micron Technology are highlighted as top investment opportunities for the second half of 2025, each linked to high-growth secular themes and showing strong market performance [3][4] Uber Technologies - Uber is positioned as a leader in automated transportation, with a vision to integrate autonomous vehicles, which could enhance efficiency and profit margins [6] - The company has transitioned from operating losses to generating significant profits and free cash flow, with a projected earnings growth rate of 27.2% annually over the next three to five years [7] - Uber's stock is currently trading at 33 times forward earnings, which is considered reasonable given its growth potential, and it ranks sixth among S&P 500 performers year-to-date [8] Micron Technology - Micron is emerging as a key player in the AI infrastructure sector, providing essential high-bandwidth memory chips and DRAM solutions [10] - The stock has seen a significant increase in value, with analysts projecting a 46.5% sales growth this year and over 500% earnings growth, while trading at a reasonable valuation of 16 times forward earnings [12] - Micron's fundamentals are improving, and it is well-positioned to benefit from the ongoing AI-driven semiconductor cycle [13] Coinbase Global - Coinbase, the largest cryptocurrency exchange in the US, is benefiting from renewed institutional interest in digital assets and is positioned at the center of the evolving crypto-financial system [16] - The platform remains a leader in the market, offering various services for both retail and institutional investors, despite operating in a volatile sector [17] - Technically, Coinbase's stock is forming a bullish continuation pattern, with a potential breakout above the $365 resistance level [18] Conclusion - Uber, Micron, and Coinbase are not only trend followers but also core enablers of future growth in their respective sectors, making them attractive options for long-term tech-driven investment strategies [20][21]

The production ramp-up at Fabrinet's facility follows months of collaboration and extensive training, ensuring that all production procedures meet Innoviz's rigorous quality standards. Following this thorough preparation process, the first units have been successfully assembled. With this shipment, Innoviz has taken a significant step toward delivering high-volume production while maintaining an outstanding quality process to meet its customers' requirements. "Shipping the first InnovizTwo units from Fabrin ...

RT techAU (@techAU)John (@teslaownersSV) chatting about Tesla Robotaxi with 1.4k+ people in @DiligentDenizen's space. https://t.co/WvecROM7Hg ...

Robotaxi https://t.co/Gn4vNPUjVi ...

Core Viewpoint - Nvidia is identified as the best stock for investing in the driverless vehicle market, despite not being a pure play in autonomous vehicles, unlike competitors such as Alphabet's Waymo and Tesla [1][8]. Market Potential - The driverless vehicle market is expected to experience significant growth, with projections estimating it could reach $4.45 trillion by 2034, reflecting a compound annual growth rate (CAGR) of 36% over the next decade [4]. - Growth projections for the autonomous vehicle market are robust across various sources, with most estimates indicating CAGRs in the low to high 30% range [5]. Nvidia's Position - Nvidia provides a comprehensive AI-powered driverless technology platform, allowing companies to select specific technologies for their development programs [7]. - Nvidia is already profiting from the driverless vehicle space, with expectations for profits to increase as more companies utilize its technology [8]. - The company has a significant lead in the autonomous vehicle tech space, with every automaker developing autonomous technology reportedly using Nvidia's tech for AI training [13][14]. Partnerships and Collaborations - Major automakers, including Toyota, General Motors, Mercedes-Benz, and Volvo Cars, are known to use Nvidia's autonomous vehicle technology for both AI training and AI inferencing [17]. - Numerous Chinese electric vehicle makers, such as BYD and Nio, have partnered with Nvidia, enhancing their vehicle offerings with Nvidia's driverless technology [18]. Technology Offerings - Nvidia's technology includes a data center AI supercomputer for training self-driving AI models, a simulation platform for scenario modeling, and an in-vehicle AI supercomputer that processes data from vehicle sensors [9]. - The DRIVE AGX systems serve as the "brains" of vehicles, enabling advanced decision-making capabilities [9].

Muted PC and phone demand continues to weigh on memory chip pricing, prompting Bank of America Securities to maintain a Neutral rating on Micron Technology MU, even as the company posts blowout earnings and bullish guidance.Analyst Vivek Arya maintained Micron Technology with a Neutral and raised the price target from $84 to $140 on Thursday.Micron reported third-quarter revenue of $9.3 billion, up roughly 16%, topping the consensus estimate of $8.87 billion. The company reported third-quarter adjusted earn ...

RT Sawyer Merritt (@SawyerMerritt)Based on the videos and photos you've seen online of both the Tesla Robotaxi and Waymo experiences, which service would you rather ride in right now? ...

Industry Overview - Global electric vehicle (EV) sales are projected to reach nearly 22 million in 2025, marking a 25% increase from the previous year, with one in four cars sold being fully electric or plug-in hybrids [2] - China is expected to account for nearly two-thirds of all EV sales, while Europe and the United States are increasing their offerings of affordable models as battery prices decline [2][3] - The autonomous vehicle (AV) market is anticipated to grow from approximately $36 billion in 2025 to over $83 billion by 2035, reflecting an 8.7% compound annual growth rate (CAGR) [4] Company Insights: Luminar Technologies - Luminar Technologies focuses on LiDAR technology, transitioning from its older Iris system to a new unified platform called Halo, which promises faster deployment and lower costs [7][10] - The company has secured partnerships with several original equipment manufacturers (OEMs) for testing Halo prototypes, with a full launch expected by late 2026 or early 2027 [8][10] - Luminar's LiDAR technology is already featured in Volvo vehicles and is expanding into industrial markets through a partnership with Caterpillar [9][10] Company Insights: Li Auto - Li Auto has gained traction in China's EV market with its extended-range electric vehicles (EREVs), selling over 200,000 units of each L-series model [12][13] - The company is expanding into pure battery electric vehicles (BEVs) and plans to increase its retail presence and supercharging stations significantly by the end of 2025 [14] - Li Auto is advancing in autonomous driving technology, utilizing NVIDIA chips and training AI models on extensive video data [15][16] Company Insights: Rivian Automotive - Rivian is set to launch a more affordable electric SUV, the R2, priced around $45,000, which aims to broaden its market reach [17] - The company achieved a positive gross margin in Q1 2025, unlocking a $1 billion investment from Volkswagen, which plans to invest up to $5.8 billion by 2027 [18] - Rivian is enhancing its operational efficiency through engineering improvements and supply chain fixes, while expanding its production capacity with new facilities [20][21]