HumanoidExo Turns Human Motion Into Data That Teaches Robots to Walk► https://t.co/oikH3NxqK3 https://t.co/oikH3NxqK3 ...

Come build it with ushttps://t.co/hHYVIc4o0XSawyer Merritt (@SawyerMerritt):The future is gonna be wild. https://t.co/w7yCdj3r8l ...

Core Insights - Tesla is expected to announce significant developments related to physical AI and robotics, indicating a shift in focus beyond electric vehicles (EVs) [2][3] - The company's EV business has shown signs of stagnation, but there remains strong investor commitment, suggesting resilience in stock performance despite fundamental challenges [2][3] - There are rumors about the introduction of a lower-cost EV, potentially the Roadster, aimed at capturing the mass market [3] Group 1 - Tesla is being positioned as a potential leader in the fields of autonomy and robotics, with speculation about new product announcements [2][3] - The company's earnings performance is lagging compared to other major tech companies, yet there is still a consistent buyer interest in the stock [3] - The upcoming announcement is anticipated to clarify Tesla's direction in the robotics and humanoid sectors, which could redefine its market strategy [2][3] Group 2 - The EV market for Tesla appears to be flatlining, raising questions about future growth potential [2] - Investor sentiment remains strong, indicating that even with stagnant fundamentals, there is a belief in Tesla's long-term vision [2][3] - The potential launch of the Roadster could signal a strategic move to reinvigorate interest in Tesla's EV offerings [3]

Core Insights - Amazon's international sales grew by 16% year-over-year to $36.8 billion in Q2 2025, surpassing North America's 11% growth, indicating strong momentum from its international expansion strategy [1][9] - The company's operating margin improved by 320 basis points, reflecting a strong quarter for both revenue and profitability [1] - The growth in international sales is projected to continue, with estimates of 8.4% growth in 2025 and 8.3% in 2026, supported by Amazon's expanding global reach and efficiency gains [3][4] International Expansion and Technology - The expansion of Prime Video advertising into markets like Brazil, India, Japan, the Netherlands, and New Zealand is enhancing monetization and user engagement [2] - Amazon is investing €700 million in European logistics and automation to improve delivery efficiency and lower long-term costs [2] - The company is leveraging AI-driven tools and robotics to streamline shopping experiences globally [2] Competitive Landscape - Walmart competes with Amazon by utilizing its physical retail dominance and grocery expertise, achieving a 10.5% sales growth in its international segment [5] - Microsoft poses a significant challenge to Amazon through its Azure cloud platform, focusing on enterprise integration and AI capabilities [6] Financial Performance and Valuation - Amazon's stock has returned 0.1% year-to-date, underperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector [7] - The stock is currently trading at a forward price/sales ratio of 3.07X, which is higher than the industry's 2.26X, indicating it may be overvalued [10] - The Zacks Consensus Estimate for Amazon's 2025 earnings is $6.76 per share, reflecting a 22.24% increase from the previous year [13]

Elon Musk released a new video of $TSLA Optimus learning Kung Fu.How do we feel about the robots learning to fight? https://t.co/u3ZfUqoVzG ...

Core Insights - Federal subsidies have been crucial for electric vehicle (EV) adoption, with the Inflation Reduction Act providing a $7,500 tax credit to stimulate demand [1] - The recent elimination of the EV tax credit under new legislation may not significantly harm Tesla, as the company exceeded delivery expectations in Q3 [5][6] Group 1: Impact of Policy Changes - The removal of the EV tax credit was enacted as of September 30, which was a significant shift in policy priorities [1] - Despite the elimination of the tax credit, Tesla's Q3 deliveries reached 497,099 units, surpassing Wall Street's expectations of 439,800 to 447,600 units [5] Group 2: Tesla's Broader Vision - Tesla's long-term strategy extends beyond electric vehicles, focusing on artificial intelligence, robotics, and autonomous systems [7] - The Optimus humanoid robot project is a key part of Tesla's vision, with potential to significantly enhance productivity and represent a large portion of Tesla's future value [8]

Tesla Inc. (NASDAQ:TSLA) has released a cryptic teaser, leading to speculation about possible upcoming models, including the highly anticipated Roadster.Check out the price of TSLA here.An Affordable Model Y?On Sunday, Tesla shared a video of what appear to be headlights on the social media platform X. The video, shared with no captions, is one in a series of mysterious posts shared by the company recently.In another post, the company shared another video which showcased an apparent turbine with a Tesla log ...

We are finalizing the design of Optimus version three, and that really is going to be a very remarkable robot." — Elon Musk https://t.co/APJeylU6MW ...

Everyone will want a Tesla Robot"Imagine if R2D2 and C3PO were real, and you could have them. Who would not want to have one of these? A friendly buddy robot."Elon Muskhttps://t.co/6up4qyergH ...

2049 这次去的最大感受，就是发现和不少朋友们形成了 CEX 掌握了现阶段定价权的共识。从商业的角度来说，对这种趋势的理解不应该有偏好，发现趋势的时候尊重就完事了。而赛道的话， AI、稳定币、和 Robotics 仍是三个众人 fomo 的赛道项目本身来说，这次我也有几个比较看好的。先说第一个 @GoKiteAI 吧，看到不少人已经对项目的 PayPal 太子豪华背景有过介绍了，我就说两点不一样的：第一块就是人的部分，创始人 @ChiZhangData 给我的印象很深刻，对行业有比较深的了解之外在技术领域也很有研究，以及 @0xLaughing 我的好朋友！！加入 Kite 让 Kite 如虎添翼了第二块就是赛道的部分。CEX 既然掌握定价权的话，就要关注他们都在 fomo 什么了。比如，CZ 在 8 月底在香港发言，着重强调了 AI 与 Web 3.0 融合是势不可挡的，具体在支付层面上，AI 的货币体系必然是基于数字货币和区块链稳定币支付在走向主流，Kite AI 作为第一个面向 Agentic Internet 的用稳定币实现 AI 支付的公链，未来的发展前景值得高度期待原文链接我放评论区。那天的 d ...