Year 2026 will be a little different from 2025, that is the market would not rise altogether. Therefore, better aim at individual stocks.
Recently, there are 2 stocks always mentioned in The Express, they are GOOG and TSM, both are on record high alternatively. AI trend already come out of computer and I-phone, not just in luxurious cyber car, but in public transport of Tokyo. That is when a foreign passenger asks the way in foreign language, the glass screen by the side of the driver will translate to Japanese; and when the local driver answers, the screen will show the message in the language that passengers asked. It has already jumped out to basic level of the society and not just in lab or higher class. Japanese stock market broke record high @ 51,939 points, the highest level in the world.
In the CES show of Las Vegas, AMZN shown the robotaxi of no steer, no pedal and no driver, only seats for passengers, the is ZOOX. NVDA, showed their auto driving system, which is end to end visual design as that of TSLA. Elon Musk said that it is still quite far away from TSLA. Correct he is!
When Elon Musk first developed autonomous driving in 2023, he used programming. That is employed large number of engineers to write programs. They gave out numerous orders and instructions from version 1 to version 11, such as when facing this case than try this and that. This is what Waymo and Cruise were doing. China has also got a lot of cheap and capable engineers and are using such an intensive labour method. But in Version 12, TSLA had a revolution, and gave it up. Musk asked the AI to learn from human driver by end-to-end method, that is visually as what human drivers are seeing. Now he has already got 7 billion miles of data. But in China, all data cannot export to US for analysis, and all US computing are not allowed to US in China, for both governments are afraid of the other side. Therefore, TSLA is invincible.
So, when there is a black out, Waymo stopped running and TSLA runs as usual. Now NVDA also uses such a method, but still need 2 years’ time to gain the road mile experience as that of TSLA. What Elon Musk said is correct, NVDA still has a far way to chase up. Anyway, Jensen Huang and Elon Musk are 2 greatest supermen on earth. They were not born in US, Elon Musk in South Africa, Jensn Huang in Taiwan. If Trump tightens the immigration rule and does not let talented people to come in, there will be no TSLA and no NVDA. But the fact is that TSLA had a drop after NVDA announced the news, even people known that NVDA needs about 2 years to chase up, but they also know Musk is not in monopoly now, there is a strong competitor, which is NVDA. Anyway, the path of rising in not so straight, and cannot be straight, for short term fluctuation, it is nothing but Dusk in The Wind.
But people said Magnificent 7 is not enough, and should be increased to Magnificent 10 by adding on PLTR, AMD and AVGO. PLTR should have played an important part in capturing Maduro, but they have not announced what it is. So, you can see the particulars of this year is that some stocks would go up, and some would go down. Even NVDA had such good news of development of the Rubin AI computing platform, it is still kept in low position. Why? Because the famous short seller Michael Burry is selling on good news. But after it is digested, the fundamental side of NVDA still will bloom it up. TSLA already rebounded.
Originally, the court was said to have a final verdict of the tariff of Trump on last Friday but was held up. Result may come out in one or two weeks. It is known that Trump would be defeated, but why called for a halt? Just want to run a middle line in judgement. Iran had already opened fire the to public and US air refilling crafts had flied to Germany to stand by. Venezuela had a deal with Trump with petroleum and we can believe there would not be any inflation caused by energy. When inflation is pressed down, 3 indexes will have record high one by one and let’s get rejoice with Venezuelan and Iranian citizens. White House disclosed in capture of Maduro, a special kind of weapon which had sound wave can paralyse hundred of presidential guards to death. Whether this action is suitable, leave it to Think Tanks to evaluate, the job of investor is to grasp this chance of cheap oil and energy to make money.
So, what investors have to do is to have a broader and deeper analysis on each individual stock, and above all must have a market diary to put down the things you think important.