@KevinMelnuk Nvidia is gold in chips. Good management can turn it over. The question is how much fall in price makes it to reflect any loss with Jensen.
@wireed_in@KampnerSam@Rivian So much potential for most successful vans, and only true electric SUV and recurring income from services from both. When customers are bored driving Tesla, this is only alternative with potential autonomy.
@usppdd@ousterlidar Wow. So each Lidar costs $5300 (53m/1000)? I am investor in Rivian and hearing that now it is couple of hundreds. May be this is color and sophisticated.
@Spartantrader7 I think Democrats winning and defence cut. Still, it is global company. I wish no defence in big picture. It never happens. countries greedy and need $HAWK .
@usppdd I started postion recently. I remember secondary offering made it to fall from $60's. I wonder why it is fluctuating so much when growth is consistent across many quarters. I guess it is just AI macro effects than company. Can we expect it not to fluctuate so much?
@IntelBull_@Intel@imnotharsh@GelsingerINTC@Alex_Intel_@alexpie322010 Three things: businesses and consumers upgrading to more powerful PCs, Intel winning a meaningful share of the emerging physical AI market, and its 14A manufacturing process achieving the yields needed for profitable production while securing major foundry customers.
@TWheels88 No car company got success without losing money. It is #2 in number of ev sales in usa. It is only option for anyone like Walmart wants to have delivery vehicle for now. Only true offroad suv in USA is Rivian.
@electric_nick_ With better AI technoloyg and simulation software and with existing Tesla edge cases, it won't cost that much time and money as Tesla. Still, no way to predict how quickly they can do. But I like Rivian's confidence.