NVIDIA has become the favorite among retail investors, with retail funds increasing by nearly 900% over the past three years.
Traders are flocking to the AI darling, with NVIDIA receiving nearly 30 billion dollars from retail investors this year.
Musk initiated a revolution in manufacturing, but no one noticed.
The CEO of Launch I/O stated that Tesla designs, tests, and perfects its factories just like it does with its Autos, setting specifications and performance Indicators. This focus on manufacturing efficiency will significantly reduce production costs, potentially approaching zero: "I believe many people are not paying enough attention to this. In the future, whether it's the Cybertruck or the Optimus Siasun Robot&Automation, this method will be used for production."
NVIDIA's year-end blockbuster! The brand new B300 is designed for the o1 inference large model, and the RTX 5090 has also been revealed.
According to the leak from SemiAnalysis, starting from the third quarter, many AI giants have shifted their Orders from B200 to B300 (only Microsoft continued to purchase some B200 in the fourth quarter).
After building cars, will we create 'humans'? Over ten car companies are laying out plans, has it become a necessary option in the AI era?
① The Chairman of Ideal Automobile, Li Xiang, responded to whether there will be humanoid robots, stating that the probability is definitely 100%, but the timing is not now; ② Apart from Tesla, Chinese brands including BYD, Guangzhou Automobile Group, Chery Automobile, Xiaomi, Chongqing Sokon Industry Group Stock, Xpeng Motors, SAIC Motor, Chongqing Changan Automobile, and Dongfeng Automobile are all involved in the field of humanoid robots.
What is the outlook for the Federal Reserve's interest rate cuts in 2025? Trump's policies still impose significant uncertainty.
Currently, the Federal Reserve may need to see the impact of the series of economic policies, including import tariffs, proposed by President-elect Donald Trump before it can raise its forecasts for inflation and interest rate changes in the first half of next year.
The market for Trump's "inaugural Fund" is booming: donations from the USA business community are expected to set a new historical record.
① Business leaders are donating to Trump's inauguration, and the total fundraising is expected to set a historical record; ② Trump boasts that everyone wants to be his friend, while his aides say the donations also provide an opportunity for past corporate executives to apologize for their lack of loyalty; ③ It is reported that those who donate 1 million dollars or raise 2 million dollars will receive six event tickets to participate in a series of events arranged by the Trump team.
Can U.S. stocks continue to rise? Research institutions say it depends on the performance of U.S. bonds and the dollar.
Tom Essaye, the founder of Sevens Report Research, pointed out in this week's report that based on recent trading levels, the dollar currently poses only a "slight" resistance to U.S. stocks, while the 10-year U.S. Treasury yield presents a "moderate" resistance; if the dollar and bond yields continue to rise from now on, it will cause greater trouble for U.S. stocks.
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
NVIDIA (NVDA.US) is being heavily favored by retail investors! In 2024, the net Buy exceeded 30 billion dollars.
According to Vanda Research, retail investors have invested nearly 30 billion dollars in NVIDIA Stocks this year. As of December 17, it has become the stock with the highest net Buy by retail investors in 2024.
Express News | U.S. stock night trading: WSB Concept stock GameStop rises over 7%; Tesla continues to rise over 1%, MSTR rises over 2%.
US Stock Futures Steady After Christmas Holiday
U.S. bonds: The first stab in the back of Trump?
Shao Xiang from Minsheng Macro stated that since his election victory, Trump has been concerned about the U.S. stock market and values the U.S. dollar, but seems to be particularly unconcerned about U.S. Treasury bonds, which could bring significant trouble to both the Trump administration and the market next year. The pressure from maturing U.S. debt next year is considerable (approximately 7.8 trillion U.S. dollars for the whole year), and the already high term premium may worsen the situation, with the Federal Reserve potentially making matters worse.
Futu Morning Report | Powell's "Christmas gift"! U.S. long-term bond yields hit a seven-month high; Hong Kong stocks continue to be closed for the Christmas holiday today, U.S. stocks open.
The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%; the State Council: Expand the areas of special Bonds investment, incorporating low-altitude economy, computing equipment, and supporting infrastructure into the project capital requirements; in 2024, a "wave of resignations" among CEOs of publicly listed companies in the USA will occur.
Wall Street Rises As Santa Rally Kicks Off
Attraction crushes the broad Index! In 2024, individual investors net bought 29.8 billion USD of NVIDIA Stocks.
①NVIDIA is the second consecutive year to surpass the S&P 500 Index Fund, becoming the "most favored stock among retail investors in the U.S." after Tesla; ②Various signs also indicate that the dark horse in the competition for the most loved stock among retail investors next year has begun to emerge in the fourth quarter.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
In one year, nearly 30 billion was spent: NVIDIA became the favorite of retail investors in 2025.
NVIDIA has become a favorite among retail investors. According to Vanda Research, the net buying amount of NVIDIA has approached 30 billion dollars so far this year, surpassing the SPDR S&P 500 ETF (SPY), and is expected to exceed Tesla. Compared to 2021, the net inflow of retail funds into NVIDIA has grown nearly ninefold.
Concerns over sales amidst a battle of optimism, can Tesla's stock price still support market expectations?
① Last week, Daniel Ives, an Analyst from the USA investment bank Wedbush, raised the Target Price for Tesla to $515; ② Deutsche Bank Analysts are skeptical about Tesla's ability to meet the annual delivery growth target, believing that the delivery volume in the fourth quarter is unlikely to reach 0.515 million vehicles.
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Express News | The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%.