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AJ Investment Research

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Chinese cars will soon feature foldable screens. Meanwhile...

Chinese cars will soon feature foldable screens. Meanwhile...

19,063 次观看

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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".

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 Research

19,779,716 次观看 • 1 年前

I slowed the new Optimus video to 20% speed. I think you need to watch it slower to appreciate just how good Optimus has become while keeping in mind how quickly it can execute / control these movements.

I slowed the new Optimus video to 20% speed. I think you need to watch it slower to appreciate just how good Optimus has become while keeping in mind how quickly it can execute / control these movements.

1,059,605 次观看 • 1 年前

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.

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 Research

244,407 次观看 • 4 个月前

Jensen said this was "a one-shot" video which means it's filmed in a single, continuous take without any cuts or edits. This video shows off Nvidia's self-driving software Alpamayo revealed last night. What Tesla FSD version is most comparable? (v11, v12, vXX?)

Jensen said this was "a one-shot" video which means it's filmed in a single, continuous take without any cuts or edits. This video shows off Nvidia's self-driving software Alpamayo revealed last night. What Tesla FSD version is most comparable? (v11, v12, vXX?)

135,144 次观看 • 5 个月前

🔥This is a Tesla share price impact analysis from a potential merger with SpaceX/xAI - MUST WATCH for Tesla shareholders.

🔥This is a Tesla share price impact analysis from a potential merger with SpaceX/xAI - MUST WATCH for Tesla shareholders.

AJ Investment Research

108,061 次观看 • 4 个月前

🔥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.

🔥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 Research

67,717 次观看 • 2 个月前

New Tesla Model 3 Performance at 156 mph

New Tesla Model 3 Performance at 156 mph

AJ Investment Research

396,599 次观看 • 1 年前

🚨 Tesla Q4 2025 Financial Deep Dive 🚨 ✅ 50+ slides + 60-min analyst discussion ✅ Analyst has covered $TSLA since its 2010 IPO All slides included in the thread 👇 Like / repost / comment if this adds value.

🚨 Tesla Q4 2025 Financial Deep Dive 🚨 ✅ 50+ slides + 60-min analyst discussion ✅ Analyst has covered $TSLA since its 2010 IPO All slides included in the thread 👇 Like / repost / comment if this adds value.

AJ Investment Research

71,457 次观看 • 4 个月前

I highly recommend Tesla investors watch this video. First time I go directly to video in my research since I had to cover too much context.

I highly recommend Tesla investors watch this video. First time I go directly to video in my research since I had to cover too much context.

AJ Investment Research

224,080 次观看 • 1 年前

🔥Tesla SpaceX xAI Merger discussion - I highly recommend Tesla investors watch this video. Tesla SpaceX xAI

🔥Tesla SpaceX xAI Merger discussion - I highly recommend Tesla investors watch this video. Tesla SpaceX xAI

AJ Investment Research

63,195 次观看 • 4 个月前

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.

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 Research

107,180 次观看 • 7 个月前

🔥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.

🔥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.

103,026 次观看 • 9 个月前

In this video I explain why Cybercab is the lower cost vehicle Tesla wants to launch in about 4-5 months.

In this video I explain why Cybercab is the lower cost vehicle Tesla wants to launch in about 4-5 months.

AJ Investment Research

148,160 次观看 • 1 年前

All these and many more Model Ys are about to flood the market in Europe driving a massive sequential sales increase this month.

All these and many more Model Ys are about to flood the market in Europe driving a massive sequential sales increase this month.

66,792 次观看 • 1 年前

This video is about why Tesla soll off after yesterday's earnings call and dicusses all key financial metrics. Highly recommend Tesla investors watch this video.

This video is about why Tesla soll off after yesterday's earnings call and dicusses all key financial metrics. Highly recommend Tesla investors watch this video.

40,533 次观看 • 10 个月前

I highly recommend any Tesla investor watches this video. I discuss in detail the competitive positioning of BYD relative to Tesla. Spoiler: it's not what you read in mainstream media.

I highly recommend any Tesla investor watches this video. I discuss in detail the competitive positioning of BYD relative to Tesla. Spoiler: it's not what you read in mainstream media.

54,259 次观看 • 1 年前

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.

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.

44,777 次观看 • 1 年前

🚨Jensen's CES 2026 talk from last night. This skips the more generic intro and is slightly sped up. I highly recommend investors watch this video. Will be sharing some outtakes as well.

🚨Jensen's CES 2026 talk from last night. This skips the more generic intro and is slightly sped up. I highly recommend investors watch this video. Will be sharing some outtakes as well.

17,165 次观看 • 5 个月前

Based on key assumptions provided by Elon, I discuss Cybercab economics and how they compare against vehicle sales.

Based on key assumptions provided by Elon, I discuss Cybercab economics and how they compare against vehicle sales.

37,129 次观看 • 1 年前