Trading Ideas| How to Invest in AI?
1.
SoftBank is in talks to invest up to $25B in OpenAI -- this valuation will be fascinating as DeepSeek’s strategy emerges & the rise of open-source AI challenges OpenAI’s exclusivity 🤔
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2.
$Tesla Motors(TSLA)$ aims to scale Optimus production to 10K-100K units/month at $20K per unit, with external deliveries expected by 2H 2025.
The margin expansion opportunity we’ve been waiting for is here, and the street will need to start pricing it in.
3.
$Snowflake(SNOW)$ is reportedly acquiring Redpanda to challenge $Confluent, Inc.(CFLT)$ in real-time data streaming -- powering AI-driven analytics for sudden bursts of data like website traffic & transactions 🤩
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