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The great debate that affects nvidia's fundamental logic: What does OpenAI's change in strategy mean? Who is lying?
So far, the AI hardware market is mainly dominated by the infinite demand for nvidia training chips. However, by increasing training and testing (inference) time, models can achieve better results. Market demand may shift from large-scale pre-training clusters to inference cloud, where nvidia may face more competition in the inference chip market.
After the election, it soared 40%! Deeply tied to "Trump 2.0", is a $500 Tesla not a dream?
Morgan Stanley stated that the market is full of expectations for Tesla's potential in the fields of autonomous driving, energy, and AI, and the company's stock price is expected to reach $500 next year. Musk has risen from a political 'outsider' to a potential key figure in policy making, potentially accelerating Tesla's development to some extent.
A small change can have a big impact, the significance of Tesla to the US stock market is even greater than you think!
With the market cap returning to the peak, Tesla's influence on the US stock market is reverting to the glory days of 2021. In the options market, Tesla's nominal trading volume reached a staggering $245 billion last Friday, while the total trading volume of the rest of the US stocks in the market was $310 billion.
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