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Building small nuclear reactors on Earth is "extremely foolish," says Musk: The sun is the "free ultimate nuclear reactor."

"The sun is a gigantic, free fusion reactor in the sky. It is extremely foolish to create miniature fusion reactors on Earth." Musk is urging companies to stop wasting funds on "trivial" reactor projects. His viewpoint stands in stark contrast to the investment frenzy in Silicon Valley, where tech giants like NVIDIA and Google are leveraging AI technology to accelerate nuclear fusion research. Meanwhile, the U.S. government has proposed a roadmap to integrate fusion energy into the grid by the early 2030s

Wallstreetcn·
US
NVDA
+0.73%
US
TSLA
+3.56%
Wallstreetcn·
US
NVDA
+0.73%
US
TSLA
+3.56%

Tesla or Amazon: Legendary Investor Dmitry Balyasny Snaps Up One Top 'Magnificent 7' Stock

Legendary investor Dmitry Balyasny, co-founder of Balyasny Asset Management, has adjusted his fund's portfolio by increasing holdings in Tesla while reducing those in Amazon. Balyasny sees potential risks and opportunities in AI, with Tesla advancing in autonomous vehicles and AI integration. Analyst Daniel Ives supports Balyasny's move, predicting Tesla's market cap could reach $2-3 trillion by 2026. Balyasny's investment decisions reflect confidence in Tesla's autonomous future despite current challenges.

Tip Ranks·
US
TSLA
+3.56%
US
AMZN
-1.61%
US
TSDD
-6.89%
Tip Ranks·
US
TSLA
+3.56%
US
AMZN
-1.61%
US
TSDD
-6.89%

NVIDIA: Two years ahead of Google's TPU!

Research institution Bernstein stated after a meeting with NVIDIA's IR that NVIDIA believes its technology is two years ahead of Google's TPU. Although Google has made progress over the past decade, NVIDIA believes its more flexible platform has advantages in building large-scale cloud AI infrastructure due to the specificity of TPU design. NVIDIA is still waiting for the export regulations for H200 and the U.S. government's revenue-sharing guidance

Wallstreetcn·
US
NVDA
+0.73%
US
NVDL
+1.47%
HK
07788
-1.96%
Wallstreetcn·
US
NVDA
+0.73%
US
NVDL
+1.47%
HK
07788
-1.96%

Still reeling from last week's financial reports! Broadcom and Oracle continue to decline, and the AI infrastructure sector is still being sold off

Three companies closely related to AI infrastructure construction—Broadcom, CoreWeave, and Oracle—experienced another decline on Monday after a significant drop last week, highlighting a clear shift in market sentiment towards pessimism. Broadcom's stock price fell 5.6% on Monday, following an 11% plunge on Friday; Oracle dropped 2.7% on Monday, with a cumulative decline of 17% over the past three trading days; CoreWeave's stock price fell about 8% on Monday, after a previous week's drop of 11%

Wallstreetcn·
US
AVGO
-5.59%
US
ORCL
-2.66%
US
CRWV
-7.94%
Wallstreetcn·
US
AVGO
-5.59%
US
ORCL
-2.66%
US
CRWV
-7.94%

Broadcom fell sharply by 17.7% in three days, facing the worst blow since 2020 to its "Google Chain" core

Broadcom's stock price has fallen for three consecutive trading days, with a cumulative decline of 17.7%, marking its worst three-day performance since March 2020. This sharp drop has led to a market value evaporation of over $300 billion, roughly equivalent to the market value of AMD. After the market value shrinkage, Broadcom has been surpassed by Meta in the ranking of market values of publicly listed companies in the United States, falling out of the top six

Wallstreetcn·
US
AVGO
-5.59%
Wallstreetcn·
US
AVGO
-5.59%
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