Tslaaftermarket

● On the self-driving and semiconductor industries ☆Tesla is expected to become a very important industry from now on. It will also be connected to the last post, On-device AI.☆This will be included in the book you are currently writing. Tesla will unveil the robotaxi on Oct. 10. Elon Musk claimed in an investor day…

US 🇺🇲 (Please read today’s message.)-Powell, Fed, and Yellen failed -There are signs of a recession now, but both of these lethal weapons are so vulnerable that it is difficult to use them all even if a recession occurs, and we are facing difficulties ahead of the election -Your future driving may require very careful…

The New York Stock Exchange struggled to escape the previous day’s plunge, but failed. The three major indexes ended mixed today, showing some potential for a recovery in investor sentiment, but they look more negative in that buying was completely pushed back by a strong sell-off just before the market closed. In particular, Nvidia, which…

The part of Google where Bill Ackman newly incorporated Google and wrote an investment letter. New Position: Alphabet Inc. (“Google” or “GOOG”) Earlier this year, we launched a position in Alphabet, Google’s parent company. We believe that Google, as one of the greatest companies in the world, has deep barriers to entry and a huge…

●On-device AI and Semiconductor Industry ☆We expect it to be the most important issue from now until at least 2025.☆ This was the most important part I explained at last week’s customer seminar and received the most questions. This is also included in the book I’m currently writing. At the end of 2022, ChatGPT became…