When you claim that the post-earnings decline in Pony AI stock today are rather unfair and overdone.
At least base your opinion on facts:
Claim: short-term pressure; they’re largely a result of strategic investments in Gen-7 scaling… and global expansion
No, these investments were initiated mid June, after Gen-7 announcement (and therefore these costs do not impact Q2).
Global expansion to the country of Luxembourg? Is entering into a pilot, in a country with a $41 million nation-wide taxi market is a sign of overseas ambitions? I hope not. Also, similar to the Seoul announcement, it was a rehash from Q1 earnings call.
Claim: - not operational weakness
A decline in revenue in a market that is about to explode is very much a sign of operational weakness. note: Pony’s Chinese competitors are tripling in revenue.
Been holding #Nvidia shares since January 2017 in core portfolio (no trading) so it's natural to get into researching and learning more about the actual business. Am excited to project to 2030 as to how Nvidia will incorporate quantum computing into its stack.
$NVDA Nvidia is the enabler of the Productivity Jump Era.
Productivity Jump is the end goal of all AI implementations in any industry. Any company that will survive and do well will be depending on AI supported developments. Companies that don't get on board will perish. Nvidia's real asset is in the CUDA-X libraries for each industry. The MOAT. It ain't just a chip producer, it supplies Full Stack solutions to support productivity jump. And the Sovereign Proprietary AI Factories are just beginning to be set up, the beginning of a revolution. Bullish.
If you are going to be an a@@hole to everyone, and insult those who take the time to read your content and comments, than you are someone I'd rather not bother with. Unfollowed and blocked.
But China is allied with Russia, not the US. Why would Russia turn it's back on a fellow stable tryanical power such as China, to ally with America who's leader could drop dead of old age at any minute, or at most will have reached his term limit in less than 4 years from now?////////////
It is a sad state the world is in today. And yet Polls showed that 70% of Americans loved Trump's speech and approved it. He spoon feeds them lies and they fall for it, hook, line and sinker.
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