하이라이트
초록색 : 현상황에서 긍정적
파란색 : 중립 또는 긍정 부정 혼재
분홍색 : 현상황에서 부정적

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반도체 및 빅테크

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반도체, AMD, 인텔

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AI, SW, 오픈AI, 구글, 앤스로픽

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AI, SW, 팔란티어

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테슬라


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해석: 규제크레딧만으로 실적 방어했다는 것은 거짓. 그러나 타 자동차 업체들의 규제치 미달에 의한 규제크레딧 수익 자체는 확대중. 특히 현재 판매부진 및 운영차질 및 구조조정을 겪고있는 레거시 독일 브랜드들은 수 년 내에 크게 무너질 듯.


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1ebec223e0dc2bae61abe9e74683706cbe08c5bc2188f87d67a87593a7bca308cbd99ef28778653ba451a26f

현재 AI LLM들이 제작자들에 의해 woke virus(대표적인 예를 들면 PC사상) 영향을 받고있다는 논문을 일론이 게시함.
일론이 만든 xAI의 그록은 그러한 것들을 배제하기 위해 다른 LLM과는 달리 제작자의 개입 및 검열을 하지 않는다고 밝힌 바 있음.

개추!!
출처: 미국 주식 갤러리 [원본 보기]