AJ Investment Research
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In this new COMPUTEX 2025 keynote Nvidia's CEO makes an important argument for why humanoid robots are likely the only universal type of robot that will work: "the reason for that is because technology needs scale. Most of the robotic systems we've had so far are too low volume and those low volume systems will never achieve the technology scale to get the flywheel going far enough, fast enough so that we are willing to dedictate enough technology into it to make it better".
AJ Investment Research19,782,020 Aufrufe • vor 1 Jahr
Palmer Palmer Luckey , one of the most consequential entrepreneurs of our time, explains why he hates Jason Calacanis @jason who tried to ruin him. There are valuable lessons here for investors. This reminds me of people who tried to destroy Elon Elon Musk but now pretend to be best friends with him.
AJ Investment Research244,528 Aufrufe • vor 5 Monaten
🔥Palantir is up 24% since we called it 5 weeks ago our "top buy" during the Michael Burry shorting saga. YTD our portfolio outperformed the NASDAQ by 35 percentage points. Attached is the video we shared with subscribers in which we called the move.
AJ Investment Research67,717 Aufrufe • vor 4 Monaten
This is a deep dive into Amazon Amazon shared with investors around the time when Bill Ackman bought 5.8M more shares. At time of posting Amazon traded at $231, WS analysts' consensus price target was $262, and everyone had a buy or strong buy rating. Amazon currently trades at $217 or 6% down since my post. This is a hardcore deep dive for serious investors. It's 1 hr 49 minutes long.
AJ Investment Research107,199 Aufrufe • vor 9 Monaten
🔥NOT TRADING ADVICE - INVESTOR WARNING: Sell NIO stock now at current $6.88 (premarket). Stock is in a hype-bubble resulting in dramatic overvaluation. Company will be significantly loss-making for years on highly optimistic outlook. Implied market value, including required future capital raises to compensate cash burn, approaching $20 billion. I HIGHLY recommend every investor watch this video. It will not be a waste of your time.
AJ103,026 Aufrufe • vor 11 Monaten
If you still think in 2026 China is ahead or such a fierce competitor in ALL domains just because of cheap labour or mostly due to subsidies you live in yesteryears. Palmer explains what is really going on and why China keeps winning in so many domains. Credit: Hoover Institution
AJ Investment Research14,684 Aufrufe • vor 1 Monat
Micron is up over 100% in the 4 months since we shared this analysis with subscribers.
AJ Investment Research13,626 Aufrufe • vor 2 Monaten
Is Tesla's share price about to crash? In this video I discuss the current situation by contrasting it with the November 2021 to January 2023 period when TSLA dropped 75%. I've been talking to many investors who are on edge and worry about a twitter drama 2.0 after Elon's OpenAI. Spoiler: I think we are in a completely different situation and one should take note of what actually happened during the twitter saga.
AJ44,777 Aufrufe • vor 1 Jahr