Has Musk's circle begun to split from Trump's due to overstepping, being too high-profile, and aggressively promoting their own agenda?
Internal sources believe that Musk is overreaching, "he has almost become a ludicrous disruptor, wandering around Mar-a-Lago, sneaking into high-level transition meetings, and 'inviting himself' into Trump's personnel decisions." Others say Musk acts like a co-president and makes sure everyone knows it.
One Week Outlook | NVIDIA Faces Financial Report "Big Test"! May Guide the U.S. Stock Market to the Next Direction; Trump 2.0 Continues to Disturb the Market, Key Cabinet Positions Become Market Focus.
Companies such as Xiaomi, pdd holdings, Xiaopeng autos, and Kuaishou will also gradually release their reports.
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Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
Utilities Want Trump to Keep Clean Energy, EV Tax Credits, Edison CEO Says
In Mike Tyson Vs. Jake Paul, It's Netflix That Went Down
Elon Musks Backs Cantor Fitzgerald CEO Howard Lutnick as Treasury Secretary
Trending Stocks This Week as Wall Street Sells off Amid Fed Remarks
Senators Call for Probe Into SpaceX Contracts Over Musk's Russia Calls
The EV Market That 'Sucks'
Notable Analyst Calls This Week: Okta, Nvidia and Twilio Among Top Picks
Generative AI Might Be Following Facebook's Adoption Curve: Morgan Stanley
Hedge funds' new trends in Q3: shareholding reduction in technology stocks.
In the third quarter, Berkshire Hathaway reduced its position in Apple by about 25%. Arrowstreet Capital and Viking Global both sold over 5 million shares of Amazon stocks, reducing the overall hedge fund's holdings in Amazon by $11 billion. However, technology stocks are still the top positions for hedge funds, accounting for 21%, followed by the financial industry at 15%. The largest increase in position in the third quarter was also in financial stocks.
The "demon stocks" make a comeback against nvidia! Applovin's annual growth rate exceeds six times, software stocks step into the spotlight of the AI stage.
①This year, the stock prices of multiple overseas software companies have risen astonishingly; ②On the product side, the user data of multiple AI applications has been consistently showing good growth trends; ③On the performance side, several vertical software suppliers have further released bullish signals in the third quarter.
Weekend Reading | Sun Zhengyi and Huang Renxun expose past events: almost bought nvidia, missed out on two trillion dollars.
If you ask Masayoshi Son what his biggest regrets of the past few years are, the billionaire will immediately think of two things: impulsively investing in WeWork and subsequently selling his stake in nvidia. Every time these two decisions are mentioned in public, business magnate and investment tycoon Masayoshi Son cannot help but smile bitterly. These two decisions cost him nearly $200 billion.
IBM, Disney And Other Large Advertisers Return To Elon Musk's X After A Year-Long Boycott: 'We Super Appreciate'
Elon Musk's "Victory Fruits": SpaceX and xAI valuations skyrocketed.
As a core member of the incoming usa President Trump's inner circle, Musk's company is attracting a large amount of capital. Institutions predict that by 2027, Musk may become the world's first trillionaire.
SpaceX To Launch Tender Offer, Valuing Company At Over $250 Billion: Report
Elon Musk's XAI Seeks $6B At $50B Valuation To Acquire 100K Nvidia Chips For Memphis Data Center