저자: DanIves · 외국인
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Dan Ives는 AI 기술주가 제4차 산업혁명으로 2~3년간 강세장을 이끌 것이며 시장이 AI 잠재력을 30~40% 과소평가한다고 주장. 엔비디아 칩 1달러당 나머지 기술 분야에 8~10배 승수 효과 언급. 테슬라는 자율주행 가치만 1조 달러, 2025년 말 시총 2조 달러 도달 가능, 주가 500~600달러 가능성 제시. 중국 인도량 15~20% 증가 전망과 저가 전략 효과도 언급.
다듬은 글
I mean I think we're as me and you have talked and we've talked in the show this is just the beginning I mean I think this is ultimately going to be another two threee bull marker for Tech because it's a fourth Industrial Revolution that's playing out in front of us and that's going to be big Tech and the multiplier and I think streets underestimate AI cap backs potential by 30 to 40% and I think the biggest thing here is the multiplier for every dollar spent on Nidia chip there's an 8 to 10 multiplier across the rest of attack this is just as we've discussed on the podcast and in our conversations I believe that this is only the beginning since we are witnessing the fourth Industrial Revolution which will be dominated by big Tech and the multiplier I believe that this will eventually be another 2 to threeyear bull market for technology the street in my opinion undervalues the potential of AI kex by 30 to 40% the multiplier is in my opinion the most significant factor here every dollar spent on an NV processor multiplies by 8 to 10 in the rest of the technology this is only the start now that the rest of technology is seeing the advantages of the AI Revolution get your popcorn ready however the AI Revolution is now reaching consumers as well as businesses thanks to copertino there will be a lot of deal making we believe that over 50% of tech will be deal making the stronger will get stronger in my opinion that will be add advantageous and musk and Tesla stand to gain the most in my opinion in our opinion Tesla's market value might reach $2 trillion by the end of 2025 due to its autonomous vision and deregulation in the Beltway the future of autonomous technology is now in sight for Tesla and in my opinion autonomous technology alone is worth a trillion dollars I believe the Bears have overlooked this because AI is not visible in their spreadsheets this is a name that will keep rising in value in my opinion disruptive technology and autonomous robotics could result in a market valuation of at least $2 trillion by 2025 with a few more chips I think there will be a car out for andite a car out for apple and a car out for Tesla based on our observations of the gigafactory we believe that Tesla ultimately succeeds due to their presence in China until next year there will be a significant rise in deliveries of 15 to 20% in terms of delivery I believe China is beginning to recover this quarter we're beginning to notice it furthermore many of their price reductions have already occurred I'm not arguing that certain things couldn't still occur because of this now for Tesla stockholders this is much more of a champagne occasion even though there will be some bumps along the way as a result many bears are entering hibernation mode their spreadsheets allow us to see consolidation from from an EV standpoint you know while the international consolidation from Europe transfers somewhat to Asia you'll also see several of the big three go more hybrid and perhaps tone down that strategy this will come to pass in the end Tesla is at the summit of that mountain when it comes to the EV Market everyone else is paying rent while Tesla continues to rule the world there is more to Tesla's remarkable success than merely watching from the sidelines with the most recent information on Tesla stock price targets Innovation and all things Al musk Seeking Alpha is the our Channel may receive a commission if a customer makes a purchase after clicking on the affiliate links in the description in terms of scale and scope this is again bad for the EV industry but good for Tesla however if You observe how they are sweeping the leg on the EV tax credits Tesla will only only gain an advantage to be clear though that is the appetizer the primary event here is the AI future which is what we are concentrating on in the bright spot at the end of the rainbow I believe the light bulbs went out there the point is that even with all of the Super Bowls the Bears are unable to identify artificial intelligence in their spreadsheets they therefore don't comprehend this move when they're sitting there in hibernation State according to the Tesla article autonomous is Val valued at a trillion dollars as all of this unfolds I think it's only the beginning this is still in my opinion the best pure AI play available I predict that by the first half of next year you will own a car that costs less than $30,000 all of it in my opinion fits into their total growth projection of 20% to 30% by 2025 now consider their manufacturing capacity and cost of goods in the end it's down 30 to 40% and it might drop another 20 to 30% the next year without a question the year has been difficult for EVS and lower demand as evidenced by the margins I believe that the current growth Renaissance is continuing till 2025 I autonomous and I believe many additional development drivers come next that in my opinion is the secret to a market valuation of at least a trillion dollars I mean the Bears who have been pessimistic since the markets worth of $100 million will emerge from hibernation today in actuality however they will create more than 2 million cars in the outcoming year when you consider the overall growth story greater penetration on FSD conversation and I believe more details regarding autonomous FSD and cyber truck last night many of those details may have upset some rooc cab customers today no I wasn't it's just execution now you see however I think this story's advancement is the most underappreciated AI play available in fact I believe that within the next 2 to 3 years you and I may find ourselves in a cyber cab therefore we're not discussing something that will happen in 5 or 10 years this is something that will come to pass in the upcoming years this isn't necessarily a bad thing for Yuber in my opinion of course lift has its own problems however if you look at Tesla this will be the next phase of development autonomous FSD and AI however it boils down to needing the margins and the delivery they are fulfilling every requirement in fact I felt that was perhaps the nicest conference call I've heard from Tesla and musk in a long time our current it boom is expected to continue long into 2025 or 2026 since I think Tesla is a company that might eventually double from here over the next 18 months I think a lot of this noise we see here is more of an opport opportunity to purchase these names than a time to get anxious the move has been blatantly parabolic however as you and I discuss we believe that autonomous itself is worth a trillion dollars therefore in my opinion Tesla is the most underappreciated AI brand available now it's not absurd it may even be conservative to speculate that depending on how the autonomous tail turns out this stock could be worth $500 or $600 the margin story has obviously leveled off here in my opinion look investors the haters are still going strong just as they hated it at $50 they'll hate it now however I believe that when you look at the market in 2025 and what we envision for Tesla this will be kind of a golden star this stock has a three in front of it if they even reach the lower end of that range after 6 months of sleep I believe that nvi Di and Jensen The Godfather of AI will be at the Forefront of the AI revolution in the upcoming years in the upcoming years Tesla and the hyperscale companies will both be significant AI players the Market's most underappreciated AI play is still Tesla next that in my opinion is the secret to a market valuation of at least a trillion dollars I mean the Bears who have been pessimistic since the markets worth of $100 million will emerge from hibernation today in actuality how however they will create more than 2 million cars in the upcoming year when you consider the overall growth story greater penetration on FSD conversation and I believe more details regarding autonomous FSD and cyber truck last night many of those details may have upset some robocap customers today no I wasn't it's just execution now you see however I think this story's advancement is the most underappreciated AI play available in fact I believe that within the next 2 to 3 years you and I may find ourselves in a cyber cab therefore we're not discussing something that will happen in 5 or 10 years this is something that will come to pass in the upcoming years this isn't necessarily a bad thing for Uber in my opinion of course lyt has its own problems however if you look at Tesla this will be the next phase of development autonomous FSD and AI however it boils down to needing the mark margins and the delivery they are fulfilling every requirement in fact I felt that was perhaps the nicest conference call I've heard from Tesla and musk in a long time our current 8 boom is expected to continue long into 2025 or 2026 since I think Tesla is a company that might eventually da
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