New: $NVDA has introduced NVLink Fusion, a new technology that allows its GPUs to be connected to third-party chips (e.g. CPUs from AMD, Intel or third-party accelerators).
Strategy: This is a significant shift from a closed ecosystem, which:
Increases acceptability for enterprise customers and hyperscalers (AWS, Google Cloud, etc.).
Enables compatibility in heterogeneous data... Read more
Philip Morris - shares on the rise thanks to move beyond conventional cigarettes
Stock Growth: Philip Morris International $PM has gained +86% over the past 12 months, largely due to a strategic shift toward alternative nicotine products.
Key growth drivers:
IQOS (heated tobacco) - growing rapidly in global markets.
Zyn (nicotine sachets) - becoming the market leader in oral... Read more
Tesla shares $TSLA are up nearly 25% for the week, approaching $290, even as the company's results and technology momentum lag.
Reasons for the rise:
Market psychology: Investors, especially retail investors, believe the stock around $220 was "cheap enough" even though the P/E ratio is extremely high (~156).
Return of Musk: Ironically, the poor results are raising expectations... Read more
Archer Aviation and Palantir: A revolution in air transport?
Archer Aviation $ACHR has entered into a strategic partnership with Palantir Technologies $PLTR to use artificial intelligence to develop eVTOL aircraft (electric vertical take-off and landing).
What does the collaboration entail?
-$ACHR will gain access to Palantir's AI technologies to streamline production and air... Read more
The Palantir one will be interesting even without that, but it's definitely an interesting opportunity. Both $PLTR and $NVDA have fallen nicely now after that huge run up, and I'm starting to increase my position again.
Uber and its future in autonomous taxis and a super app
Uber $UBER has strong growth potential through its partnership with Waymo and the development of autonomous taxis, which could exceed a $2 trillion market within a decade.
Key growth drivers:
-Expansion into a super app - $UBER focuses not only on ridesharing but also on food delivery, travel booking and advertising business
Uber is a very interesting company that has a great business. The service works great and I believe it can be attractive now. I prefer to buy other stocks now and overbuy the big tech.
It's amazing how the company is growing and since April the stock is up maybe 50% 😂