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Pinterest - Discovery to Commerce
Management continues its strong execution, but could AI imaging tools on rival platforms lure users away?
Jul 22
•
Stan Shpetner
Mobileye: Powering the AV Shift
Third-party AV tech enablers like Mobileye and vehicle intelligence firm Applied Intuition are poised to play a pivotal role in shaping the future…
Jul 16
•
Stan Shpetner
6
Uber Steering Through AV Uncertainty
Balancing partnerships and risks in the race for driverless rides.
Jul 6
•
Stan Shpetner
1
TikTok: The Algorithmic Influencer
A final resolution on enforcing the "TikTok ban" is long overdue.
Jul 2
•
Stan Shpetner
June 2025
Nvidia - Room to run
In the near term, the bull-bear debate favors the bulls.
Jun 30
•
Stan Shpetner
6
Tesla's Narrative Maze
The divergent interpretations of Tesla's robotaxi launch are a classic example of the "Rashomon effect."
Jun 27
•
Stan Shpetner
4
Chips, Cars, and China
Made in China: The rising challenge to global auto semiconductor suppliers is still underestimated.
Jun 25
•
Stan Shpetner
4
Disney's Streaming Driven Narrative Shift
After a recent strong run in the share price, there is still more to go.
Jun 22
•
Stan Shpetner
Tesla's FSD Data Advantage is Overstated
Can Tesla’s highly anticipated robotaxi launch meet expectations?
Jun 10
•
Stan Shpetner
1
Is Gemini Google's Instagram Moment
Capturing the Next Wave of Engagement Growth
Jun 2
•
Stan Shpetner
May 2025
Autonomous Vehicles: A Watershed Moment
Will Tesla’s Robotaxi Launch Challenge Waymo’s Leadership Position?
May 23
•
Stan Shpetner
1
April 2025
3 Stocks 3 Thoughts
Rivian, Carvana, and Uber all share a common trait: stocks with unattractive risk-reward profiles.
Apr 25
•
Stan Shpetner
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