Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.

Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.

wallstreetcnJan 9 14:06

Oak Tree Capital's Marks: New things are prone to bubbles, currently private equity buying S&P 500, with a 10-year yield of only ±2%.

Max recently released a memorandum titled "Revisiting the Bubble," stating that investors are currently betting on the leading high-tech companies to maintain their dominance. However, he believes that it is not easy to stay ahead, as new technologies and competitors can surpass existing market leaders at any time. When people assume that "things can only get better" and Buy based on that, the impact of negative news can be particularly severe. He specifically pointed out the frenzy over AI and how this positive sentiment may spread to other Technology sectors.

wallstreetcnJan 9 01:08

Rockwell Automation Analyst Ratings

BenzingaJan 8 21:25 · Ratings

NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.

① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.

cls.cnJan 8 17:09

Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.

Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.

wallstreetcnJan 8 16:23

AZZ Non-GAAP EPS of $1.39 Beats by $0.12, Revenue of $403.65M Beats by $7.01M

Seeking AlphaJan 8 05:19