Tslaaftermarket

[태그:] Tesla Cybertruck

  • Problems to focus on in the AI era

    Problems to focus on in the AI era 24 Year Annual Topic: Service->Infrastructure->Device Cycle Deployment, Infrastructure-to-Device Expansion is CriticalQ2 Trends This Year Will Be Most Important Momentum This Cycle The large flow of the cycle is as follows.Services:CloudInfrastructure: AIDevice : (not yet) 23 years of service (AI, ChatGPT),23-YEAR 24-YEAR INFRASTRUCTURE (NVIDIA) – AI will run…

  • Tesla funds and asset managers are buying 800 million shares.

    Tesla funds and asset managers are buying 800 million shares. // Tesla was previously in the $100 margin call segmentI was supported This price is the last proposition of the collateral value, boy… It seemed like it was falling apart, and several subjects bought it hard to help Elon Musk I feel like I’m going…

  • Tesla’s Gradually Growing Issues [Tesla China’s Official Sales in January 71,447 Units]

    Tesla’s Gradually Growing Issues [Tesla China’s Official Sales in January 71,447 Units] Official sales volume of Giga Shanghai (domestic + export): 71,447 units 8.17% Y/Y (66,051 units)24.1% decrease compared to December 23 (94,139 units) Rival BYD January Sales: 201,493 Units$33.14 Y/Y increasedown 40.92% from December 23*Lots of cheaper cars compared to Tesla [MKBHD “Model 3…

  • U.S. Stock Big Tech Summarizes Major Issues

    U.S. Stock Big Tech Summarizes Major Issues As a result of our channel check at PTC this week, this year’s data center lease contract is expected to record an AI-driven increase in yoy. Google’s data center transactions have increased in size again after a temporary pause, but Oracle transactions are significantly smaller. However, MSFT continues…

  • TSLA Tesla Earnings Release (Q4 FY23)

    Tesla 2023Q4 Earnings & Call/Tesla is making great efforts, but… I can’t help it with this owner riskRecession issues are also a problem. The most noticeable factor in this earnings call is the energy sector, which has more than doubled its margin. If the market recovers, Tesla is expected to rise with new raw data.  …