分组1: Nvidia - Nvidia is considered a strong buy despite recent news of China banning its AI chips, with investor Louis Navellier reporting a 3,987% gain in NVDA for subscribers [1][2] - The company plans to invest $5 billion in Intel to co-develop data center and PC chips, which has positively impacted stock prices for both companies [4][5] - There are contrasting opinions on Nvidia's valuation, with some experts suggesting it may be overvalued due to a temporary capital expenditure boom [3][4] 分组2: Uranium/Nuclear Stocks - Uranium stocks have seen significant gains, with Uranium Energy (UEC) and Cameco (CCJ) climbing 11%, and Energy Fuels (UUUU) surging 16% due to a new policy push in the U.S. [7] - The U.S. is looking to reduce its dependence on Russian enriched uranium, with Energy Secretary Chris Wright advocating for an increase in domestic uranium reserves [10][12] - China's aggressive nuclear expansion is projected to consume one-third of global uranium supply by 2030, creating substantial opportunities for uranium producers [9][16] 分组3: Tesla and Robotics - Elon Musk's recent $1 billion investment in Tesla stock signals confidence in the company's future, particularly in its humanoid robot project, Optimus [21][22] - The physical AI and robotics sector is gaining traction, with significant advancements being showcased [19] - Investors are encouraged to explore opportunities in the physical AI/robotics megatrend without necessarily investing directly in Tesla [23] 分组4: LYFT - LYFT has experienced a 68% surge since being highlighted in August, driven by changes in R&D cost deductions that enhance earnings appearance [24][29] - The stock is viewed as having further upside potential, with analysts suggesting it is not too late for traders to enter the market [26][28] - The broader market for stocks highlighted in the same period has also shown positive performance, with an average gain in double digits [29]

Group 1 - Tesla, Inc. (NASDAQ:TSLA) is recognized as a significant player in the AI sector, particularly in autonomous driving and robotics [1] - Morgan Stanley has reiterated its "Overweight" rating on Tesla, highlighting its smaller market cap compared to the "Mag 6" but emphasizing its large addressable markets in physical AI [1] - The average market cap of the "Mag 6" companies is $3.2 trillion, indicating Tesla's unique position within this group [1] Group 2 - There is a belief that while Tesla has investment potential, other AI stocks may offer greater upside potential with less downside risk [2] - The report suggests looking for undervalued AI stocks that could benefit from Trump-era tariffs and the trend of onshoring [2]

September 16, 2025 04:01 AM GMT Tesla Inc | North America Thoughts at $410: Out of Favor, the Recruiter, New Model Y, Grok in the Car With TSLA shares up around 25% month to date and up nearly 90% since April we wanted to share some thoughts. M Idea Morgan Stanley & Co. LLC Adam Jonas, CFA Equity Analyst Adam.Jonas@morganstanley.com +1 212 761-1726 Andrew S Percoco Equity Analyst Andrew.Percoco@morganstanley.com +1 212 296-4322 Daniela M Haigian Equity Analyst Daniela.Haigian@morganstanley.com +1 212 761-60 ...

Addendum: Figure AI just announced a $1bn raise at a $39bn valuation.Capital is being deployed into physical AI; front running the next evolution of AI.https://t.co/J6AHQmM0gYs4mmy (@S4mmyEth):The Robots are coming.A billion dollars in capital to make Cyberdyne industries a reality within the next decade.Competition is ramping up.https://t.co/rUmM1XU3pe ...

Core Insights - Nebius has launched the Nebius Robotics and Physical AI Awards to identify innovative startups and scale-ups in the robotics and vision AI sectors [1] - The initiative aims to highlight advancements in physical AI technologies, including embodied robotics, autonomous systems, and streaming video analytics [1] - The awards are designed to showcase companies that are transforming the understanding and automation of the physical world [1]

RT s4mmy (@S4mmyEth)Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...

RT s4mmy (@S4mmyEth)Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...

Core Insights - Ouster, Inc. has announced a strategic partnership with Constellis to enhance security solutions by integrating Ouster's lidar technology with Constellis's AI-driven sensor fusion platform, LEXSO [1] Company Overview - Ouster, Inc. is recognized as a global leader in high-performance lidar sensors and intelligent software solutions, focusing on bringing Physical AI to various industries [1] - Constellis is a global provider of advanced security and mission support services, indicating a strong presence in the security sector [1] Partnership Details - The partnership aims to create a unified security solution that combines the strengths of both companies, leveraging Ouster's lidar technology and Constellis's AI capabilities [1]

Robotics & Physical AI will inevitably go parabolic at some point.The total Market Cap is trading at 1% of DeAI, with several protocols hitting 80% ROI this week alone.Would an in depth ecosystem analysis be useful? https://t.co/L04opk77fP ...

CPI inflation doesn’t derail a rate cut… what to look for at next Wednesday’s FOMC meeting… will the bond market ruin the party?… Jonathan Rose’s LYFT trade tops 200%… the latest update from Luke Lango at the All-In Summit… don’t miss Eric Fry’s Apogee replayVIEW IN BROWSERWe dodged the “too hot to cut rates” inflation bullet.This morning’s Consumer Price Index (CPI) report showed that prices climbed 0.4% in August. While that was slightly greater than the 0.3% forecast, it wasn’t hot enough for heartburn o ...