The development of TSLA in China is facing some setbacks. Elon Musk tried his best and at length persuade China that he has the right to collect the road data and driving habit of China for research and development of Full Self Driving in China. But because of the Trump era 2.0, there are some setbacks. Those data cannot send to US for analysis, and US does not allow advanced chips ship to China for usage. That is why the recent rebound, TSLA only had few advance and now even on the bottom of a W-shape. But if Full Self Driving launches out in June 2025, it is a tremendous good news.
For NVDA, Trump requested them to form a team of 1,000 investigators to chase back in the past 2 years, how those chips are send to China through Singapore and Vietnam one by one. So in the future, when chips are sent to sanction places, they can stop their usage at once. Just as the sharing bikes now, when the drive off to long distance, it will be lock up at once.
If US levy tariff in Taiwan, TSM may also have a drop, once it popped up above the reverse Head & Shoulders and now goes back to middle. NVDA and TSM will be gloomy in the next few months. Investors can buy at low when they drop. Or people wish to buy SpaceX, but the IPO has not yet come. So people can invest in ARK of Cathy Wood which holds 15.79% of Space X, or SOFI do not like to disclose the percentage, some said it 12% and also DXYZ, some they only has 0.01%. GOOG has 1% and Bank of America 0.8%.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.