Goodbye Tesla and NVIDIA! These undervalued AI Stocks are the investment "dark horses" of this year.
Thinking of investing in AI stocks but worried that the opportunity has already passed? In fact, giving up on Tesla and NVIDIA, and focusing on these undervalued AI companies might be your best choice this year!
The earnings report season for US stocks is coming in Q4! The market is too conservative; will there be surprises from the Magnificent 7?
JPMorgan expects that the earnings growth of Mag 7 in Q4 will reach 22%, driving the S&P Index earnings to exceed market consensus expectations. Excluding Mag 7, the S&P Index is expected to achieve a 5% earnings growth, narrowing the gap with Mag 7.
"Mag 7" is no longer fresh? The new combination "MAGA 7" has emerged, with Tesla becoming the only dual superstar.
"MAGA 7" refers to the seven stocks that have seen the largest increase in stock price since Donald Trump won the election, with a Market Cap exceeding 15 billion dollars as of November 5. These include AppLovin, Robinhood, MicroStrategy, Tesla, Ubiquiti, Coinbase, and Williams-Sonoma.
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As expected! On the first day of his presidency, Trump signed an executive order to cancel support for the electric vehicle Industry.
① Trump ordered the cancellation of the regulation that "by 2030, half of all new cars sold in the USA will be electric vehicles," and will freeze the remaining government funds used for the construction of car charging stations, canceling the US government's support for the Electric Vehicle Industry. ② Trump also stated that he will consider ending the electric vehicle tax credit and pledged to increase oil production in the USA, canceling Biden's clean energy initiative.
When rumors were rampant, Altman 'dampened the enthusiasm': we cannot achieve AGI in the short term, and expectations need to be lowered quickly.
OpenAI CEO Altman clarified AGI rumors on Monday and stated that the company will not launch AGI next month and has not developed AGI technology. The company has made some new progress, but he reminded the public to lower their expectations by "100 times."
"The stock god of Capitol Hill," Pelosi takes action again! Buy Amazon, Google, and these two companies have become new favorites.
The former Speaker of the House of Representatives, known as the 'Wall Street God of Capitol Hill,' made large trades on several Technology stocks. Analysis suggests that Pelosi's timing for these trades was quite accurate, significantly outperforming the Large Cap last year.
After Trump officially took office, TikTok welcomed a "75-day grace period"!
① The new president of the USA, Trump, signed an executive order to postpone the effective date of the "ban or sell TikTok" order by 75 days. ② Trump stated that he would consult with advisors on the TikTok issue, seeking a so-called solution to protect National Security, while addressing the issue of the 0.17 billion users of the platform in the USA.
The total fortune exceeds one trillion dollars! The most eye-catching aspect of Trump's inauguration ceremony is actually the " billionaire entourage"?
Five "leaders" of the "Seven Giants" of USA Technology attended the inauguration ceremony, watching Trump take the oath of office and delivering a 30-minute inaugural speech; According to industry sources' Statistics, the total market value of the companies under these "billionaire teams" exceeds 12 trillion dollars, and their combined net worth also exceeds 1 trillion dollars.
Apple Gets Rare Downgrade From Jefferies, Analyst Warns On Slowing Revenue Growth, Missed Forecasts, And Falling iPhone Demand
Express News | U.S. stock night market: Intel continues to rise nearly 6%; most China Concept Stocks are up, JD.com rises nearly 4%.
Shivering, Trump begins to sign a series of executive orders.
Trump is quickly announcing measures to implement many of his campaign promises, including commitments related to immigration, Energy, military, and federal workforce, describing many of the actions as a reversal of his predecessor Biden's policies.
Futu Morning Report | Trump has officially taken office! The dollar has fallen sharply, while US stock index futures and Chinese assets have risen across the board; Goldman Sachs and JPMorgan are optimistic about the market outlook.
Trump announced a series of executive orders, including the removal of electric vehicle incentives to save the traditional auto industry in the USA; Trump expressed the hope to visit China within 100 days of taking office, to which the Ministry of Foreign Affairs responded; NVIDIA CEO Jensen Huang was absent from Trump's inauguration ceremony and stated in China that he intends to continue cooperating with China.
Trump was sworn in as the President of the USA! He promised "America First," targeting immigration and Energy, and rescinded the electric Autos policy.
In his inauguration speech, Trump stated, "The Gold era of the USA begins now," and every day he governs will be about "America First."
SA Asks: Will Nvidia See Major Growth From Robotics?
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Musk targets TikTok users in the USA: X platform launches Short Video information feed.
① The scandal surrounding TikTok's offline events in the U.S. has reached a pause, but uncertainty still exists; ② Elon Musk's X and other Social Media platforms hurriedly launched a vertical Short Video streaming service on Sunday; ③ The effectiveness of this approach remains in doubt.
Evaluating Meta Platforms Against Peers In Interactive Media & Services Industry