GOOD NEWS π¨ JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% increase π₯
Three major factors drive this rationale:
π€ AI & Autonomy Shift β JPMorgan finally stopped valuing Tesla purely as a traditional car manufacturer, shifting their models to account for massive future software value from FSD, the Robotaxi platform, and robotics.
π Market Reality Check β With the stock trading massively above their old $145 target, maintaining a deep "Underweight" rating became completely disconnected from institutional fund flows and the market's actual momentum.
π€ Burying the Hatchet β After dropping their long-running $162 million legal dispute and repairing corporate banking ties with Elon Musk, the bank's research arm shifted to a much more objective, less hostile outlook.
*BROADCOM SHARES EXTEND DECLINE TO 12% DURING EARNINGS CALL
Hock Tan accidentally started the $AVGO call reading the Q2 2025 prepared remarks.
Rough start. $AVGO down 12% now
Tavily, a real-time search infrastructure company for AI agents recently acquired by $NBIS, has just hit 2 million developers.
The platform has processed 1.74B queries with 100% uptime.
Wow. This is crazy.
A developer trained an AI agent in simulation and deployed it onto a real robotic air hockey table using reinforcement learning.
This robot can track the puck with millimeter-level accuracy and react in roughly 20 milliseconds, fast enough to challenge even skilled human players.
Weβre moving from robots that follow programmed rules to machines that learn strategies in simulation and execute them in the physical world.
$GOOGL is reportedly planning an $80B equity raise to accelerate infrastructure expansion and AI investment initiatives.
$BRK.A $BRK.B Berkshire Hathaway is expected to invest $10B in the offering, marking a significant endorsement from one of the worldβs largest long-term investors.
remember all the people that said software was dead and itβll all be vibe coded away
yeah please never listen to that argument ever again
the tokens need to be processed, orchestrated, and governed via the application layer
SaaS Summer baby
@DimitriLaenen@FinanceFilosoof Denk dat hij bedoeld dat virtuele ervaringen in het niets vallen, tov echte ervaringen β¦ dus omgekeerd van wat je geschreven hebt π
@FinanceFilosoof Helaas een van de minder fraaie kanten van Thailand, waar bv ook het fotoβs nemen naast een wilde kat aan een ketting nog wordt toegelaten β¦ best niet teveel met geld ondersteunen lijkt me, tenzij in een sanctuary waar ze worden opgevangen en terug vrij kunnen rondlopen
Tesla China has released its first ever retractable sunshade for the Model Y for 1,499 yuan ($236 USD). Very easy to install.
I hope they launch this globally, because I will absolutely buy this.