Why I think Tesla Q1 performance is at rock bottom. The most important thing when forecasting expected sales/profit is direction. Whether sales or profit or loss will continue to fall, turnaround, or continue to grow… No one can match what sales/profit will be, and it means nothing to match sales/profit. Even if you get it…

“Why can’t Samsung Electronics get dual TC bonding equipment, the core HBM equipment of Korea-U.S. semiconductor?” Hynix and Micron receive and use dual TC bonder equipment from Korea-U.S. Semiconductor, but Samsung Electronics has not yet received it and uses third-party equipment with poor performance. In 2017, Hanmi Semiconductor developed the world’s first dual TC bonder…

A lot of people are now saying Tesla’s Narrative to Korea is similar to 2018-2019, and I agree. If you look at the stock price, I’m not a short hitter anyway, so I often compare these lines to the past just to see the market mood and trend of Tesla stock, Figure 1 is from…

Jan LeCun “There’s no point studying LLM… but instead focus on next generation AI”(*I think it’s a good read because other arguments against it are also included.) Jan LeCun, chief AI scientist at Meta, said, “Students who dream of becoming future AI developers should not study LLM.” Instead, we should focus on next-generation models. “LLM…

What kind of functions will the robotaxi come out with? $TSLA