@theresa_perrin There are a lot of Teslas in Shanghai partly because the Gigafactory is located here, making them cheaper than in many other countries. Plus, the city's flat roads are perfect for EVs. The only downside is that Teslas in Shanghai don't have FSD yet.
@theresa_perrin Chinese concept stocks are absolutely going crazy tonight. I can't help but wonder if someone got some insider info. Chinese stocks have a history of being pumped on insider news, skyrocketing right before the official announcement, and then entering a long period of slow bleed.
@StockSavvyShay@fiscal_ai Wall Street is so shortsighted. It's mind-blowing that $Meta is getting punished after dropping such a beast of an earnings report.
@theresa_perrin $ORCL stock has been sluggish lately, but it looks like a solid long-term buy. It really reminds me of $INTC when it was trading in the low 30s last year.
Proud to congratulate our CEO @LipBuTan1 on being named one of @TIME's 100 Most Influential People of 2026. From pioneering customer-centric innovation at Cadence to leading Intel's transformation, Lip-Bu's impact on the semiconductor industry is undeniable. The best is still ahead. https://t.co/BSOCVhdOuy
Investors may be underestimating the optionality of $META AI glasses.
In a conversation with Jensen Huang, Mark Zuckerberg laid out the vision — and it’s bigger than most realize.
Ray-Ban $META glasses started with a simple constraint: make something that looks great, and fit as much technology as possible within that form factor.
Camera, microphone, speakers, live streaming, WhatsApp video calls. But then the unexpected happened — that same sensor package turned out to be exactly what you need to talk to AI.
That wasn’t the plan. It happened organically. And it changes the trajectory of the product potential.
Zuckerberg’s projection: displayless AI glasses at a ~$300 price point becoming a product that tens — potentially hundreds — of millions of people eventually own.
Ambient AI interaction built into something people already wear. Real-time translation. Visual language understanding. Etc.
The optionality here is meaningful.
$NVDA $EL.PA
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YouTube: Nvidia | AI and The Next Computing Platforms With Jensen Huang and Mark Zuckerberg (07/29/2024)
@elonmusk Elon, I've always seen you as a tech leader in the US. I'd love to see you focus more on polishing your products, rather than using your influence to bash competitors just to grab market share. That kind of behavior isn't good.