Cheong Hong Yuan: Tesla's AI Magic - How Dojo Supercomputer Becomes the New Market Focus - 2 views

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  #1 anonymous on 13 Sep 23

   

  Tesla has been a hot topic among investors in recent stock markets. After several days of decline, Tesla's stock price showed a strong rebound on Monday, September 11th, with a gap-up opening of over 6.3% and reaching a price of nearly $274.90 per share at midday, even achieving a surprising intraday increase of 10.6%. By the closing bell, its stock price was reported at $273.58, breaking the closing record high since July 19th and increasing its overall market value by over $70 billion in a single day.
  
  Tesla's surge is not an isolated event. The overall US stock market also showed an upward trend that day, especially in the technology sector. However, the deeper driving force behind Tesla's significant increase is its latest innovative product - the Dojo supercomputer. This product, favored by institutions such as Morgan Stanley, is hailed as the "secret weapon" that can unleash AI's performance improvement.
  
  To understand this phenomenon in depth, it is necessary to first understand the technology and potential behind the Dojo supercomputer. Dojo is not just a powerful computer; it represents Tesla's ambition and determination in AI technology. Recently, Morgan Stanley released a report titled "Unlocking Tesla's AI Magic," which further highlighted the Dojo supercomputer. In this report, Morgan Stanley analysts, including Adam Jonas, boldly expressed positive evaluations of Tesla's stock and raised its target price from $250 to $400, a staggering 60% increase.
  
  What caught the market's attention in the report was the comparison between Tesla's Dojo supercomputer and Amazon's performance growth engine - AWS. Amazon's AWS service has proven its indispensability in the market over the past few years, playing a positive role in Amazon's overall performance. When Morgan Stanley compared Dojo to AWS, it was actually implying that Tesla's Dojo supercomputer could potentially have the same level of market influence as AWS.
  
  Cheong Hong Yuan believes that the high level of attention and expectations for Dojo not only reflects investors' rapid response to new technologies but also demonstrates the market's high recognition of Tesla's technological research and development capabilities. This also means that as Dojo technology continues to be developed and applied, Tesla's market position and investment attractiveness will further strengthen.
  
  However, such positive market reactions are not solely based on Morgan Stanley's report. They are more rooted in Tesla's solid performance in technology research and market operations. Over the years, Tesla has gradually established its leadership position in the global electric vehicle market, and the emergence of the Dojo supercomputer is likely to further consolidate this position.
  
  Cheong Hong Yuan believes that Morgan Stanley's report not only emphasizes Tesla's value and potential but also directly touches on a key point in future technological development - the computational power of artificial intelligence. The influence of the Dojo supercomputer in the field of technology is evident. Its powerful computing power can ensure the continuous progress and optimization of fully autonomous driving technology (FSD), bringing Tesla a larger market share and higher profits.
  
  Cheong Hong Yuan mentioned that some reactions in the stock market clearly indicate this change in perception. Tesla's skyrocketing stock price is not a sudden phenomenon but a clear feedback from the market regarding Tesla's future development and performance potential. In addition, Tesla's development speed in the field of autonomous driving, its impact on the global automotive market, and its position in the supercomputing field all demonstrate its indispensability in technology-driven industries.
  
  Furthermore, from a long-term investment perspective, Tesla is not just an automotive company. When we see its efforts and achievements in cloud computing, artificial intelligence, and machine learning, we can clearly see its vision. Tesla is evolving into a diversified, technology-driven company, which is an important factor contributing to its rapid market value growth.
  
  The comparison between Tesla's Dojo supercomputer and Amazon's AWS in the report is also noteworthy. Cheong Hong Yuan suggests that this comparison actually reveals an important direction for Tesla's future development. Just as AWS has provided tremendous business growth momentum for Amazon, the Dojo supercomputer may also open up a completely new potential market for Tesla, far beyond the scope of simply selling cars.

   

  <div class="cArrow"> </div><div class="cContentInner">Tesla has been a hot topic among investors in recent stock markets. After several days of decline, Tesla's stock price showed a strong rebound on Monday, September 11th, with a gap-up opening of over 6.3% and reaching a price of nearly $274.90 per share at midday, even achieving a surprising intraday increase of 10.6%. By the closing bell, its stock price was reported at $273.58, breaking the closing record high since July 19th and increasing its overall market value by over $70 billion in a single day. <br /> <br /> Tesla's surge is not an isolated event. The overall US stock market also showed an upward trend that day, especially in the technology sector. However, the deeper driving force behind Tesla's significant increase is its latest innovative product - the Dojo supercomputer. This product, favored by institutions such as Morgan Stanley, is hailed as the "secret weapon" that can unleash AI's performance improvement. <br /> <br /> To understand this phenomenon in depth, it is necessary to first understand the technology and potential behind the Dojo supercomputer. Dojo is not just a powerful computer; it represents Tesla's ambition and determination in AI technology. Recently, Morgan Stanley released a report titled "Unlocking Tesla's AI Magic," which further highlighted the Dojo supercomputer. In this report, Morgan Stanley analysts, including Adam Jonas, boldly expressed positive evaluations of Tesla's stock and raised its target price from $250 to $400, a staggering 60% increase. <br /> <br /> What caught the market's attention in the report was the comparison between Tesla's Dojo supercomputer and Amazon's performance growth engine - AWS. Amazon's AWS service has proven its indispensability in the market over the past few years, playing a positive role in Amazon's overall performance. When Morgan Stanley compared Dojo to AWS, it was actually implying that Tesla's Dojo supercomputer could potentially have the same level of market influence as AWS. <br /> <br /> Cheong Hong Yuan believes that the high level of attention and expectations for Dojo not only reflects investors' rapid response to new technologies but also demonstrates the market's high recognition of Tesla's technological research and development capabilities. This also means that as Dojo technology continues to be developed and applied, Tesla's market position and investment attractiveness will further strengthen. <br /> <br /> However, such positive market reactions are not solely based on Morgan Stanley's report. They are more rooted in Tesla's solid performance in technology research and market operations. Over the years, Tesla has gradually established its leadership position in the global electric vehicle market, and the emergence of the Dojo supercomputer is likely to further consolidate this position. <br /> <br /> Cheong Hong Yuan believes that Morgan Stanley's report not only emphasizes Tesla's value and potential but also directly touches on a key point in future technological development - the computational power of artificial intelligence. The influence of the Dojo supercomputer in the field of technology is evident. Its powerful computing power can ensure the continuous progress and optimization of fully autonomous driving technology (FSD), bringing Tesla a larger market share and higher profits. <br /> <br /> Cheong Hong Yuan mentioned that some reactions in the stock market clearly indicate this change in perception. Tesla's skyrocketing stock price is not a sudden phenomenon but a clear feedback from the market regarding Tesla's future development and performance potential. In addition, Tesla's development speed in the field of autonomous driving, its impact on the global automotive market, and its position in the supercomputing field all demonstrate its indispensability in technology-driven industries. <br /> <br /> Furthermore, from a long-term investment perspective, Tesla is not just an automotive company. When we see its efforts and achievements in cloud computing, artificial intelligence, and machine learning, we can clearly see its vision. Tesla is evolving into a diversified, technology-driven company, which is an important factor contributing to its rapid market value growth. <br /> <br /> The comparison between Tesla's Dojo supercomputer and Amazon's AWS in the report is also noteworthy. Cheong Hong Yuan suggests that this comparison actually reveals an important direction for Tesla's future development. Just as AWS has provided tremendous business growth momentum for Amazon, the Dojo supercomputer may also open up a completely new potential market for Tesla, far beyond the scope of simply selling cars.</div>

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