Core Insights - Nvidia's stock saw a nearly 4.5% increase in the last half hour of trading on Friday, attributed to a market rebound and positive updates from suppliers [1] Group 1: AI Demand and Supplier Insights - Foxconn reported a fourth-quarter net income of $1.41 billion, missing analyst estimates and declining 13% year over year, but expects AI server demand to more than double in Q1 2024 [2] - Foxconn's Chairman stated that they have not observed a slowdown in demand from cloud service providers (CSP), despite market rumors suggesting a peak in demand this year [2] - AI server revenue is projected to constitute over half of Foxconn's total server revenue by 2025, with increased production for Nvidia [3] Group 2: Supply Chain and Tariff Considerations - Foxconn has improved its supply chain resilience over the past years, mitigating potential impacts from tariff factors [4] - The ongoing trade war and uncertainties related to export controls may continue to affect Nvidia [5] Group 3: Valuation Insights - Nvidia's stock is currently trading at just under 27 times forward earnings, presenting a more attractive valuation compared to previous levels above 50 times forward earnings, especially if AI demand remains strong [6]

Core Viewpoint - Tesla expresses concerns about potential retaliatory tariffs from U.S. trading partners due to President Trump's trade policies, emphasizing the need for careful consideration of the impacts on U.S. exporters [1][5][7]. Group 1: Trade Policy Concerns - Tesla supports a thorough process by the U.S. Trade Representative (USTR) to address unfair trade practices while ensuring that U.S. companies are not harmed [1][4]. - The company highlights that U.S. exporters face disproportionate impacts from retaliatory tariffs, which have historically led to increased costs and reduced competitiveness in international markets [5][7]. Group 2: Supply Chain Implications - Tesla notes that while it has a significant domestic supply chain, certain auto parts are not available in the U.S., which complicates manufacturing and threatens American jobs [9][10]. - The company advocates for USTR to evaluate domestic supply chain limitations to prevent undue burdens from trade actions that could impose high tariffs on essential components [11]. Group 3: Implementation Timeline - Tesla suggests that a phased approach to implementing trade actions would benefit U.S. companies by allowing them to prepare and adjust their supply chains accordingly [11].

Alphabet (NASDAQ: GOOGL ) (NASDAQ: GOOG ) (TSX: GOOG:CA ) and many other stocks have seen a recent sell-off pertaining to a trade war. Even so, it remains the magnificent 7's cheapest stock by quite some distance. As the conglomerate rollsAt Investors' Edge, we specialise in identifying undervalued companies with strong fundamentals and great growth potential. Our rigorous value investing approach combines thorough fundamental analysis with a focus on companies trading significantly below their intrinsic va ...

Group 1: Tesla - Tesla has experienced a disappointing fourth quarter, with a 2% revenue increase to $27.5 billion and a decline in annual deliveries for the first time [2] - Unit sales dropped significantly across major markets: 45% in Europe, 15% in China, and 13% in the U.S. [3] - Analysts suggest that CEO Elon Musk's political involvement may have negatively impacted demand, but some believe it could expedite regulatory approvals for autonomous driving technology, which is seen as a $1 trillion opportunity [4][6] - Tesla plans to launch an autonomous ride-sharing service in Austin in June 2025 and aims to produce 10,000 humanoid robots for internal use by 2025 [5] - Wall Street anticipates a 16% increase in Tesla's adjusted earnings in 2025, but the current valuation of 115 times earnings is considered expensive [6] - The investment outlook for Tesla is binary, with potential for significant value increase if it successfully disrupts mobility and labor markets with AI products [7] - Analysts project a target price of $650 per share for Tesla, indicating a 136% upside from the current price of $275 [11] Group 2: The Trade Desk - The Trade Desk operates a leading independent ad tech platform, enhancing its services with AI tools [9] - The company has a strong presence in connected TV and retail advertising, with projected annual spending increases of 13% and 17% through 2028 [10] - The Trade Desk reported a 22% revenue increase to $741 million in the fourth quarter, missing its guidance for the first time in 33 quarters, but non-GAAP earnings rose 44% to $0.59 per diluted share [12] - CEO Jeff Green emphasized the company's focus on AI investments to improve client outcomes and product offerings [13] - Wall Street expects an 8% growth in adjusted earnings for The Trade Desk in 2025, with a current valuation of 40 times adjusted earnings considered expensive [13] - Analysts have set a target price of $148 per share for The Trade Desk, suggesting a 124% upside from its current price of $66 [11]