Alfred Gray

• 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...
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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...
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• 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...
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Bitcoin at 7-week high thanks to Trump's easing of tariff stance

• Bitcoin $BTCUSD gained 3.1% to $93,000, the highest since early March.
• Investors were reassured by Trump's announcement of easing trade tariffs against China.
• The fact that Trump backed off from pressuring Fed chief Powell also triggered a positive reaction.
• The improving macroeconomic climate is supporting the growth...
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Apple faces challenges with iPhone upgrades

-Lack of innovation: $AAPL is having trouble convincing consumers to upgrade iPhones because new innovations are not appearing.

- Delays in Siri updates: Siri updates with artificial intelligence features are delayed, reducing hopes for increased sales.

- Longer device life: The average age of iPhones has increased, suggesting slower...
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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...
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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

-...
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Airbnb grows thanks to positive analyst reviews

Airbnb shares $ABNB saw gains after a Jefferies analyst raised his recommendation to "Buy" and set a $185 price target.

Reasons for optimism:

- Strong booking growth and new products boost investor confidence

-Expansion beyond traditional lodging - $ABNB is betting on travel experiences and sponsored offerings as additional revenue...
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Tesla faces longest losing streak in 15 years

Shares $TSLA have fallen for seven straight weeks, the longest decline since it went public.

Key reasons for the drop:

-Bank of America and Goldman Sachs cut target prices on $TSLAstock due to falling sales and market uncertainty

- Musk's political involvement and controversial statements negatively impact investor sentiment in the US...
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Impact of the proposed US tariffs on the PC supply chain

According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:

- Price increases for consumers and businesses

- Supply chain instability as manufacturers will seek alternative markets

- Long-term changes in production, possible relocation of production to other countries

The...
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Bitcoin drops below $90,000 to a three-month low

-Current price: Bitcoin $BTCUSD fell below 90 000 USD (approx. 2.1 million CZK).

- The main reasons for the drop:

- Nervousness in the financial markets

- Theft of cryptocurrencies from exchanges Bybitwhich increased investor concerns

What about you and BTC $BTCUSD investors?

Netflix invests $1 billion in Mexican production

- Investment plan: Netflix $NFLX will invest $1 billion in Mexico over the next four years.

- Target: Produce 20 movies and series a year in Mexico.

-Statement by Ted Sarandos: The CEO of $NFLX announced theinvestment at a press conference by President Claudia Sheinbaum.

- Economic Impact: The investment will support jobs in...
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TRUMP AND HIS TARIFFS IMPACTING THE AUTO INDUSTRY

• Trump's tariffs on car imports may hit Volkswagen, Hyundai, Kia, BMW and Mercedes the hardest due to their high dependence on exports to the U.S.
• Ford and General Motors could face financial repercussions even though they produce most of their vehicles in North America
• Tesla will avoid tariffs because it manufactures all of its...
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Walmart boosts market share on rising demand for savings

-Growth at the expense of competition:$WMT Walmart benefits from higher demand for affordable goods, weakening smaller players.

- Strong segments: Sales are boosted by food, healthcare and digital advertising, which offset weaker non-food sales.

- Threats to growth: High investor expectations, intensifying competition and...
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Shopify exceeded expectations, but outlook disappointed

-Strong results: Shopify $SHOP recorded $2.81 billion in revenue and total merchandise volume (GMV) reached $94.46 billion.

- Earnings per share: Results showed earnings of 44 cents per share, beating forecasts.

- Negative Outlook: However, the market was concerned about the weaker revenue outlook for the first quarter of...
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