
AJ Investment Research
@alojoh • 57,869 subscribers
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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 Research19,779,716 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.
AJ Investment Research244,407 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.
AJ Investment Research107,180 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.
AJ103,026 次观看 • 9 个月前

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.
AJ44,777 次观看 • 1 年前
