- NVIDIA’s revenues surged in the first quarter by 69% despite all the concerns regarding curbs on selling to China. “Revenue reached $44.06 billion for its fiscal first quarter, a 69% increase that was curtailed by Washington’s new limits on China chip sales”. The Wall Street Journal. Nvidia opens the day at $3.51 trillion in market cap. Nvidia is up 7% year to date.
- Tesla Launches Its Austin Robo-Taxi Today. Here’s What to Know. Barron’s.
- “It’s finally here. Tesla launched its highly anticipated robo-taxi service in Austin, Texas, on Sunday. Early users got a deal—a flat fee of $4.20 for a ride, according to CEO Elon Musk.” Barron’s.
- This has the potential to seriously disrupt the taxi business and the ride share business. Tesla has a market cap of $1.04 trillion and is down 20% year to date.
Personal Insights & Reflections
June 27, 2025
1:47 pm
Always try and frame things to “I get to do it vs I have to