$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS
J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.
NVIDIA just announced the first PC built specifically to run AI agents, and it's a big deal.
The new RTX Spark chip can run powerful AI models locally on your laptop, no cloud required, with enough memory to handle tasks most current machines would choke on.
Microsoft is rebuilding Windows around it. Adobe is rebuilding Photoshop and Premiere for it. Every major PC maker is building hardware for it.
The idea is simple: your next computer won't just do what you tell it, but work alongside you.
"Buy a house. It's the best investment."
Really?
A $400k home growing at 4%/yr = $1.3M in 30 years.
The same $400k in an index fund at 8% = $4M.
Real estate builds equity.
It rarely builds wealth alone.
Own both if you can.
But don't confuse the two.
What $10,000 invested in these IPO’s is worth today:
Walmart: $489 million
Coca-Cola: $186 million McDonald's: $91 million
Home Depot: $85 million
Nvidia: $56 million
Microsoft: $42 million
Oracle: $41.7 million
Amazon: $35 million
Apple: $30 million
Cisco: $19.7 million
Disney: $17.3 million
Adobe: $14.6 million
AMD: $7.4 million
Netflix: $7.3 million
Costco: $6.3 million
FedEx: $5 million
Starbucks: $4 million
Tesla: $3.7 million
eBay: $3.6 million
Target: $3.4 million
Broadcom: $2.8 million
Nike: $2.4 million
Alphabet: $1.9 million
Mastercard: $1.3 million