This Khosla-based startup can track drones, trucks, and robotaxis, inch by inch https://t.co/zUsSEazGnc ...

Group 1: Alphabet - Alphabet is well-positioned in the AI sector, involved in various aspects such as large language models, AI chips, AI-powered chatbots, and cloud computing, with a pending acquisition of Wiz to enhance AI cloud security [2][4] - Google Cloud is Alphabet's fastest-growing business, with a revenue increase of 34% and an operating income surge of 89% in the last quarter, benefiting from controlling the entire tech stack [4] - The Gemini model is transforming Alphabet's search business into a discovery platform, with new features driving more queries and providing a competitive edge through distribution and data [5][6] - Alphabet has built a vast advertising network, allowing it to run campaigns globally and locally, reinforcing its position as an AI leader with a wide moat [6][7] Group 2: ASML - ASML holds a monopoly in extreme ultraviolet lithography (EUV) machines, essential for advanced chip manufacturing, with no close competitors in this technology [9][10] - The demand for AI chips and other emerging fields like robotics and quantum computing will drive the need for ASML's EUV machines, positioning the company strongly for future growth [11] - ASML's next-generation High-NA EUV machines, costing nearly $400 million, will be crucial for foundries to stay competitive, ensuring long-term growth potential for the company [12]

Core Insights - The automotive industry is experiencing significant fluctuations in demand, particularly in the electric vehicle (EV) sector, due to the expiration of the $7,500 U.S. federal tax credit, leading to a demand lull in Q4 2025 [2] - Tariffs on imported vehicles and parts have had a notable impact, but the costs incurred are less than initially feared, with General Motors and Ford reducing their tariff cost estimates [3][4] - Tesla's valuation is currently extremely high, driven by future potential in AI and robotics, despite recent volatility in its stock price [6][7] Tariffs and Costs - The implementation of tariffs was expected to significantly increase costs for automakers, but General Motors now estimates costs between $3.5 billion to $4.5 billion, which is $500 million less than previously anticipated [4] - Ford has also halved its tariff cost estimate from $2 billion to $1 billion, indicating a more favorable outlook for automakers [4][5] Tesla's Market Position - Tesla's share price has fluctuated due to various factors, including CEO Elon Musk's political ambitions and the company's performance, but it has rebounded due to excitement around its future in AI and robotics [6] - Tesla's current price-to-earnings ratio stands at 294, with a market capitalization of $1.4 trillion, significantly higher than that of General Motors and Ford combined [6][7] Young EV Makers - Rivian and Lucid are both emerging players in the EV market, with Rivian showing strong financial performance, including a gross profit of $24 million, while Lucid missed earnings estimates despite record deliveries [11][12] - The contrasting performances of Rivian and Lucid highlight the complexity of evaluating young EV manufacturers, as production and delivery metrics alone do not provide a complete picture [8][13] Overall Industry Outlook - The automotive industry is navigating challenges related to tariffs and trade policies, but the administration's willingness to provide tariff relief is a positive sign for automakers [13] - Despite potential short-term challenges for EV makers, the broader automotive industry remains stable and presents investment opportunities [14]

Company Performance - Elon Musk 在改造 Tesla 方面做得非常出色 [1] - 部分投资者质疑 Elon Musk 是否是合适的领导者 [1] Industry Outlook - 除非 robotaxis 看起来很快能成功，否则质疑声会再次出现 [1]

Where are we on the road to robotaxis? “The economics don’t work today,” Uber’s COO says https://t.co/uh8nuqW3y9 ...

A WSJ reporter got a glimpse of a technology that could soon spread around the world: Chinese-made robotaxis https://t.co/vW3M22meGy ...

Core Insights - Tesla shareholders have expressed strong confidence in Elon Musk, potentially paving the way for a $1 trillion payday for him as the company focuses on AI, robotaxis, and chip development [1] Group 1: Company Strategy - Tesla is doubling down on artificial intelligence, aiming to enhance its capabilities in this area [1] - The company is also investing in the development of robotaxis, which could significantly impact its business model and revenue streams [1] - There is a strong emphasis on advancing chip technology, which is critical for Tesla's AI and autonomous driving initiatives [1] Group 2: Shareholder Sentiment - The recent vote of confidence from shareholders indicates a strong belief in Musk's vision and leadership [1] - This support may lead to substantial financial rewards for Musk, contingent on the company's performance and strategic execution [1]

Valuation & Future Growth - ARK predicts Tesla's stock price could reach $2,600 by 2030 [1] - 90% of the $2,600 valuation is attributed to Robotaxis [1] - Potential for even higher valuation if Optimus scales faster than expected [1] Business Diversification - Tesla is expanding beyond cars into robotics, energy, and AI [1]

BREAKING: Futures Mixed Amid Earnings Movers; Elon Musk Pay Vote Due Tesla (TSLA) stock is trading around a buy point with the EV giant's annual shareholder meeting scheduled after the stock market close Thursday. Investors will decide whether to approve CEO Elon Musk's $1 trillion pay deal along with Tesla investment in xAI and several other measures. In the run-up to Thursday's votes. Musk has said the $1 trillion pay proposalâ€| Related news These Are The Best Robinhood Stocks To Buy Or Watch Now 11/05/2 ...

Tesla & Elon Musk - Incentives are well aligned, and if Elon Musk and his team deliver a 41% compound annual growth rate for EBITDA over ten years, the stock is expected to outperform enormously [1] - Prediction markets indicate a high probability (90-95%) of a proposal passing [2] - Elon Musk's departure five or three years ago would have significantly impacted the progress of robotaxis and AI projects [3] - Elon Musk's brilliance and the team he has attracted are considered necessary to capitalize on humanoid robots [4] - Elon Musk is considered the right leader to bring the humanoid robot story to life [5] - The company would be less confident in building the humanoid robot part of the model without Elon Musk as CEO [6] Robotaxis & Humanoid Robots - The company's $600 price target for 2030 is based on 90% robotaxi valuation, with very little attributed to humanoid robots [4] - Robotaxis are considered robots, electric, and AI-powered, providing a running start for humanoid robot development [5] Market Skepticism & Investment Strategy - The speaker is happy about the current skepticism in the tech sector, contrasting it with the lack of skepticism in the late 1990s [8] - The speaker views the skepticism as an opportunity to build the portfolio [11] - Life sciences/healthcare is considered the most undervalued part of the portfolios due to the profound application of AI [11] - The company is focused on technologies first and how they will scale across sectors [13]