We're gonna get some of the committee stocks on the move. Tesla is up after Elon Musk disclosed buying almost $1 billion in shares. Brandon, Joe, you both own it.Joe, I'm going to start with you because this was actually your final trade last week >> on Thursday. Um, I mentioned this as a final trade and I said it is a trade and I kind of want to walk through for the viewers what we were seeing. Steve is going to cringe during this.If you focus on fundamentals, if you are analyzing companies, you are going ...

战略调整 - 特斯拉已解散Dojo AI训练超级计算机团队 停止开发第二代D2芯片 将资源集中转向AI5和AI6芯片[1][2][3] - 公司战略转向基于AI5和AI6芯片的系统方案 通过将多颗芯片集成在单板上大幅降低网络布线复杂性和成本[4] - 原Dojo超级计算机项目已投入5亿美元在纽约布法罗建设设施 目前该设施命运未卜[7] 技术路线 - AI5芯片由台积电制造 主要针对全自动驾驶(FSD)驱动系统设计[3] - AI6芯片由三星制造 设计同时支持车载推理(自动驾驶和人形机器人)和大规模AI训练[3] - 马斯克表示AI5 AI6及后续芯片在推理方面表现优异 在训练方面至少达到良好水平[4] 业务背景 - 战略调整正值公司电动汽车销量下滑及品牌受损时期[8] - 今年6月在奥斯汀推出的机器人出租车服务进展缓慢且受限 出现多起问题驾驶行为报告[9] - 自2019年以来Dojo一直被定位为实现全自动驾驶和人形机器人商业化的基石[7] 行业动态 - TechCrunch Disrupt 2025活动将汇聚Netflix ElevenLabs Wayve Sequoia Capital等科技和风投巨头[5][6] - 该活动致力于提供推动初创企业成长和提升竞争力的行业洞察[5][6]

1. On Telsa's foundry order change, we see limited impact to our TSMC EPS assumptions from 2027 and we don't expect TSMC stock to de-rate because of Telsa shifting some orders to Samsung Foundry. Strategically, we would never assume TSMC can acquire 100% market share in the leading edge, as foundry customers would always need a second source foundry, either for better pricing, engineering resource support, or a captive foundry partnership. We admit TSMC is indeed less flexible on pricing than foundry peers ...

特斯拉与三星的芯片合作 - 特斯拉与三星签署价值165亿美元的协议，由三星为其生产下一代AI6芯片 [1] - AI6芯片采用一体化设计，可应用于特斯拉全自动驾驶系统、Optimus人形机器人及数据中心高性能AI训练 [1] - 马斯克强调该合作具有重大战略意义，三星德州新工厂将专门生产AI6芯片 [1] 特斯拉与其他芯片制造商的合作 - 特斯拉正与台积电合作生产AI5芯片，该芯片设计已完成，初期在台积电台湾工厂生产，后续转移至亚利桑那工厂 [2] - 三星目前为特斯拉生产A14芯片 [2] 合作对三星的影响 - 该协议对三星至关重要，因其此前在吸引和保留大客户方面面临挑战 [3] - 马斯克表示特斯拉最终在三星芯片上的支出可能超过165亿美元，实际产量可能高出数倍 [3] - 三星同意特斯拉参与优化其制造效率 [3] 马斯克的个人参与 - 马斯克将亲自参与加速项目进展，因三星工厂位于其住所附近 [5] TechCrunch Disrupt 2025活动 - Netflix、ElevenLabs、Wayve、红杉资本等科技和风投巨头将参与TechCrunch Disrupt 2025活动 [4] - 该活动旨在提供推动初创企业成长和提升竞争力的见解 [4]