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$TSLA
Tesla Loses in Europe!
According to July 2025 European Union vehicle sales statistics, Tesla continues to lose market share to BYD.
1. BYD Sales
BYD's car registrations in the European Union increased "more than threefold" year-over-year in July 2025, reaching 9,698 units.
When the UK, Norway, Switzerland, and other non-EU countries are included, total sales reach 13,503 units.
2. Tesla Sales
Tesla's sales in the European Union totaled approximately 6,600 vehicles in July 2025, a decrease of approximately 42% compared to the same month last year.
3. Market Shares
BYD held a 1.2% market share, while Tesla's share fell to 0.8%.$TSLA Tesla Loses in Europe! According to July 2025 European Union vehicle sales statistics, Tesla continues to lose market share to BYD. 1. BYD Sales BYD's car registrations in the European Union increased "more than threefold" year-over-year in July 2025, reaching 9,698 units. When the UK, Norway, Switzerland, and other non-EU countries are included, total sales reach 13,503 units. 2. Tesla Sales Tesla's sales in the European Union totaled approximately 6,600 vehicles in July 2025, a decrease of approximately 42% compared to the same month last year. 3. Market Shares BYD held a 1.2% market share, while Tesla's share fell to 0.8%.0 Comments 0 Shares 435 Views 0 Reviews -
With the AI boom, the top revenue-generating companies in data centers and their AI revenue shares:
$NVDA | Nvidia 58%
$TSM | TSMC 15%
$AVGO | Broadcom 12%
$AMD | AMD 3%
$MRVL | Marvell 3%
$MU | Micron 2%
$ARM | Arm 1%
#AI #DataCenter #Technology #Investment #StockMarket #Stocks🚨With the AI boom, the top revenue-generating companies in data centers and their AI revenue shares: 🧠📊 $NVDA | Nvidia 58% $TSM | TSMC 15% $AVGO | Broadcom 12% $AMD | AMD 3% $MRVL | Marvell 3% $MU | Micron 2% $ARM | Arm 1% #AI #DataCenter #Technology #Investment #StockMarket #Stocks0 Comments 0 Shares 864 Views 0 Reviews1
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$ALLW
Ray Dalio's Bridgewater Associates Makes a Strong Entry into Technology!
The renowned investment fund Bridgewater Associates announced significant changes to its portfolio in its Q2 2025 13F report, filed with the SEC on August 13, 2025. The 13F portfolio managed by the Ray Dalio-led fund rose significantly from approximately $21.55 billion to $24.79 billion compared to the previous quarter.
The most significant strategic move this quarter was the complete exit from Chinese stocks. Positions in major Chinese technology companies such as Alibaba, Baidu, and PDD, valued at approximately $1.1 billion, were closed. This decision, despite Dalio's past interest in China, reflects the shift in the global macroeconomic landscape.
Bridgewater directed the vacated positions to US technology and artificial intelligence leaders. In particular, it significantly increased its holdings in companies such as Nvidia ($NVDA), Alphabet ($GOOGL), Microsoft ($MSFT), Meta Platforms ($META), and Salesforce ($CRM). These moves underscore the fund's reliance on innovation-focused growth stocks and its emphasis on the artificial intelligence sector.
The portfolio has also partially reduced positions in some major technology companies, such as Amazon, AMD ($AMD), PayPal ($PYPL), and Apple ($AAPL). The fund maintains its diversified investment strategy, maintaining broad market exposure through exchange-traded funds such as the SPDR S&P 500 ETF Trust ($SPY) and the iShares Core S&P 500 ETF ($IVV).
Bridgewater's dynamic rebalancing strategy reiterates its commitment to a diversified approach to global markets, with the goal of adapting to varying market conditions and achieving absolute returns.$ALLW 📈 Ray Dalio's Bridgewater Associates Makes a Strong Entry into Technology! The renowned investment fund Bridgewater Associates announced significant changes to its portfolio in its Q2 2025 13F report, filed with the SEC on August 13, 2025. The 13F portfolio managed by the Ray Dalio-led fund rose significantly from approximately $21.55 billion to $24.79 billion compared to the previous quarter. The most significant strategic move this quarter was the complete exit from Chinese stocks. Positions in major Chinese technology companies such as Alibaba, Baidu, and PDD, valued at approximately $1.1 billion, were closed. This decision, despite Dalio's past interest in China, reflects the shift in the global macroeconomic landscape. Bridgewater directed the vacated positions to US technology and artificial intelligence leaders. In particular, it significantly increased its holdings in companies such as Nvidia ($NVDA), Alphabet ($GOOGL), Microsoft ($MSFT), Meta Platforms ($META), and Salesforce ($CRM). These moves underscore the fund's reliance on innovation-focused growth stocks and its emphasis on the artificial intelligence sector. The portfolio has also partially reduced positions in some major technology companies, such as Amazon, AMD ($AMD), PayPal ($PYPL), and Apple ($AAPL). The fund maintains its diversified investment strategy, maintaining broad market exposure through exchange-traded funds such as the SPDR S&P 500 ETF Trust ($SPY) and the iShares Core S&P 500 ETF ($IVV). Bridgewater's dynamic rebalancing strategy reiterates its commitment to a diversified approach to global markets, with the goal of adapting to varying market conditions and achieving absolute returns.0 Comments 0 Shares 969 Views 0 Reviews3
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$GEV $RYCEY
Vattenfall Names Two Finalists for SMR Reactors: GE Vernova and Rolls-Royce
Swedish energy giant Vattenfall has shortlisted two suppliers for its next-generation SMR (Small Modular Reactor) project, to be built near the Ringhals nuclear power plant:
GE Vernova – BWRX-300
Rolls-Royce SMR – 470 MW PWR
Project Details:
- Location: Värö Peninsula (Ringhals site)
- Capacity:
5 BWRX-300s → 1.5 GW
or 3 Rolls-Royce SMRs → 1.5 GW$GEV $RYCEY Vattenfall Names Two Finalists for SMR Reactors: GE Vernova and Rolls-Royce Swedish energy giant Vattenfall has shortlisted two suppliers for its next-generation SMR (Small Modular Reactor) project, to be built near the Ringhals nuclear power plant: 🇺🇸 GE Vernova – BWRX-300 🇬🇧 Rolls-Royce SMR – 470 MW PWR 📍 Project Details: - Location: Värö Peninsula (Ringhals site) - Capacity: 5 BWRX-300s → 1.5 GW or 3 Rolls-Royce SMRs → 1.5 GW0 Comments 0 Shares 2K Views 0 Reviews2
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European stock markets mixed!
While the #Eurozone composite #PMI data exceeded expectations, the #Stoxx600 finished the day slightly lower. All attention turned to Fed Chair Powell's speech in Jackson Hole.
#Europe #Economy #Stock Market #JacksonHole🚨European stock markets mixed! 🤔 While the #Eurozone composite #PMI data exceeded expectations, the #Stoxx600 finished the day slightly lower. All attention turned to Fed Chair Powell's speech in Jackson Hole. 📊 #Europe #Economy #Stock Market #JacksonHole0 Comments 0 Shares 2K Views 0 Reviews2
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Airbnb's stock snapped a six-day winning streak.
Airbnb ($ABNB) shares closed down 0.83% after a 3.6% gain over the past six sessions. Economic uncertainty, increasing regulatory restrictions, and the costs of new businesses are fueling concerns about the company's future.
#Airbnb #ABNB #StockMarket #Economy #Stocks #Investment #Technology🚨Airbnb's stock snapped a six-day winning streak. 📉 Airbnb ($ABNB) shares closed down 0.83% after a 3.6% gain over the past six sessions. Economic uncertainty, increasing regulatory restrictions, and the costs of new businesses are fueling concerns about the company's future. 🤔 #Airbnb #ABNB #StockMarket #Economy #Stocks #Investment #Technology0 Comments 0 Shares 2K Views 0 Reviews2
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Following a US official's statement that "We are keeping China dependent on American technology," China is restricting sales of #NVIDIA's H20 chip, produced for the Chinese market!
This development takes the technology rivalry between the two countries to a new level.
#China #US #ChipWar #Technology #H20Following a US official's statement that "We are keeping China dependent on American technology," China is restricting sales of #NVIDIA's H20 chip, produced for the Chinese market! 🇨🇳🇺🇸 This development takes the technology rivalry between the two countries to a new level. ⚔️🧠 #China #US #ChipWar #Technology #H200 Comments 0 Shares 2K Views 0 Reviews2
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$CRWV
Jane Street Group announced its 5.4% stake in CoreWeave, an AI-focused cloud infrastructure provider.
With a total ownership of 19,994,532 Class A common shares, Jane Street became CoreWeave's fourth-largest shareholder.$CRWV Jane Street Group announced its 5.4% stake in CoreWeave, an AI-focused cloud infrastructure provider. With a total ownership of 19,994,532 Class A common shares, Jane Street became CoreWeave's fourth-largest shareholder.0 Comments 0 Shares 1K Views 0 Reviews2
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KeyBanc raises target price for $NVDA from $190 to $215 (Overweight)
Expectations:
1️⃣ Strong F2Q (July) forecast.
2️⃣ F3Q (October) guidance may be released excluding China revenue → +$2-3B potential impact.
3️⃣ Blackwell (B200) GPU supply increased by 40% in F2Q, +20% in F3Q.
4️⃣ Blackwell Ultra (B300) launches in F3Q.
5️⃣ Increased efficiency in GB200 rack production → 2025 shipment forecast raised from 25K to 30K.
Stronger long-term expectations → Target price $215
#NVDA #AI #GPU #StockKeyBanc raises target price for $NVDA from $190 to $215 (Overweight) 🔑 Expectations: 1️⃣ Strong F2Q (July) forecast. 2️⃣ F3Q (October) guidance may be released excluding China revenue → +$2-3B potential impact. 3️⃣ Blackwell (B200) GPU supply increased by 40% in F2Q, +20% in F3Q. 4️⃣ Blackwell Ultra (B300) launches in F3Q. 5️⃣ Increased efficiency in GB200 rack production → 2025 shipment forecast raised from 25K to 30K. 📌 Stronger long-term expectations → Target price $215 #NVDA #AI #GPU #Stock0 Comments 0 Shares 580 Views 0 Reviews -
Key developments that have caused AMD stock to decline recently:
1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors:
$Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share.
2️⃣ Order Cut and Analyst Note:
Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock.
3️⃣ New Licensing Requirements for Sales to China:
The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government.
4️⃣ Possible US Government Partnership in $INTC:
The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness.
#AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSectorKey developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. 3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. 4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector0 Comments 0 Shares 1K Views 0 Reviews -
BofA Upgrades Palo Alto Networks $PANW!
BofA upgraded Palo Alto Networks from "Neutral" to a "Buy" recommendation due to its strong financial results and successful platform strategy.
The stock's new price target is $215, indicating a 22% upside potential.
#PaloAltoNetworks #PANW #BofA #Stock #Investment #Technology #Cybersecurity
BofA Upgrades Palo Alto Networks $PANW! 📈 BofA upgraded Palo Alto Networks from "Neutral" to a "Buy" recommendation due to its strong financial results and successful platform strategy. The stock's new price target is $215, indicating a 22% upside potential. #PaloAltoNetworks #PANW #BofA #Stock #Investment #Technology #Cybersecurity0 Comments 0 Shares 772 Views 0 Reviews -
Xiaomi Q2 Earnings Summary
Revenue: ¥115.96 billion (Estimated ¥114.94 billion) ; 30.5% YoY increase; 4.2% QoQ increase
Operating Profit: ¥13.44 billion (Estimated ¥10.43 billion) ; 128% YoY increase
Net Income: ¥11.90 billion (Estimated ¥8.88 billion) ; 134% YoY increase
Adjusted Net Income: ¥10.83 billion (Estimated ¥10.23 billion) ; 75% YoY increase
Gross Profit: ¥26.1 billion; 42% YoY increase
Gross Margin: 22.5%; 1.8% YoY increase
Segment Results:
Smartphone × AI IoT Revenue: ¥94.7 billion; 15% YoY increase
Smartphones: ¥45.5 billion; 2% YoY decrease; shipments 42.4 million (0.6% YoY increase)
Internet of Things & Lifestyle: ¥38.7 billion; 45% YoY increase
Internet Services: ¥9.1 billion; 10% YoY increase; 75% profit margin
Smart Electric Vehicle, AI & Startups: ¥21.3 billion; 234% YoY increase
Electric Vehicle Deliveries: 81,302 units (198% YoY increase); ASP ¥253,662 (+11% YoY)
Operational Metrics:
Global Smartphone Shipments: 42.4 million; 14.7% market share (Top 3 globally, 20th consecutive quarter)
Connected Internet of Things (IoT) Devices: 989 million (+20% YoY)
Global Monthly Active (MAU): 731 million (+8% YoY)
R&D Expenditure: ¥7.8 billion (+41% YoY)
Cash and Liquidity:
Operating Cash Flow: ¥23.5 billion
Cash and Cash Equivalents: ¥36 billion
Management Comment:
"We achieved record revenue and profitability in the smartphone, Internet of Things (IoT), and electric vehicle segments."
"Premium strategy drives share gains in China's 4,000-6,000 RMB smartphone lineup."
"Electric vehicle growth continues - YU7 launch attracts over 240,000 orders in 18 hours."🇨🇳Xiaomi Q2 Earnings Summary 🔹 Revenue: ¥115.96 billion (Estimated ¥114.94 billion) 🟢; 30.5% YoY increase; 4.2% QoQ increase 🔹 Operating Profit: ¥13.44 billion (Estimated ¥10.43 billion) 🟢; 128% YoY increase 🔹 Net Income: ¥11.90 billion (Estimated ¥8.88 billion) 🟢; 134% YoY increase 🔹 Adjusted Net Income: ¥10.83 billion (Estimated ¥10.23 billion) 🟢; 75% YoY increase 🔹 Gross Profit: ¥26.1 billion; 42% YoY increase 🔹 Gross Margin: 22.5%; 1.8% YoY increase Segment Results: 🔹 Smartphone × AI IoT Revenue: ¥94.7 billion; 15% YoY increase 🔹 Smartphones: ¥45.5 billion; 2% YoY decrease; shipments 42.4 million (0.6% YoY increase) 🔹 Internet of Things & Lifestyle: ¥38.7 billion; 45% YoY increase 🔹 Internet Services: ¥9.1 billion; 10% YoY increase; 75% profit margin 🔹 Smart Electric Vehicle, AI & Startups: ¥21.3 billion; 234% YoY increase 🔹 Electric Vehicle Deliveries: 81,302 units (198% YoY increase); ASP ¥253,662 (+11% YoY) Operational Metrics: 🔹 Global Smartphone Shipments: 42.4 million; 14.7% market share (Top 3 globally, 20th consecutive quarter) 🔹 Connected Internet of Things (IoT) Devices: 989 million (+20% YoY) 🔹 Global Monthly Active (MAU): 731 million (+8% YoY) 🔹 R&D Expenditure: ¥7.8 billion (+41% YoY) Cash and Liquidity: 🔹 Operating Cash Flow: ¥23.5 billion 🔹 Cash and Cash Equivalents: ¥36 billion Management Comment: 🔸 "We achieved record revenue and profitability in the smartphone, Internet of Things (IoT), and electric vehicle segments." 🔸 "Premium strategy drives share gains in China's 4,000-6,000 RMB smartphone lineup." 🔸 "Electric vehicle growth continues - YU7 launch attracts over 240,000 orders in 18 hours."0 Comments 0 Shares 682 Views 0 Reviews
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