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Tesla's FSD Data Advantage is Overstated
Can Tesla’s highly anticipated robotaxi launch meet expectations?
Jun 10
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Stan Shpetner
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Tesla's FSD Data Advantage is Overstated
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Is Gemini Google's Instagram Moment
Capturing the Next Wave of Engagement Growth
Jun 2
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Stan Shpetner
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Is Gemini Google's Instagram Moment
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May 2025
Autonomous Vehicles: A Watershed Moment
Will Tesla’s Robotaxi Launch Challenge Waymo’s Leadership Position?
May 23
•
Stan Shpetner
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Autonomous Vehicles: A Watershed Moment
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April 2025
3 Stocks 3 Thoughts
Rivian, Carvana, and Uber all share a common trait: stocks with unattractive risk-reward profiles.
Apr 25
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Stan Shpetner
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3 Stocks 3 Thoughts
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Trade War: China’s Economic Fault Line
Though the U.S. faces real economic and diplomatic risks, China is more vulnerable, with a fragile financial foundation and heavy reliance on its trade…
Apr 8
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Stan Shpetner
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Trade War: China’s Economic Fault Line
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March 2025
Is CoreWeave AI's Global Crossing?
Neoclouds like CoreWeave echo telecom new entrants of the late 1990s/early 2000s —scaling ahead of demand—raising concerns about the quality of AI…
Mar 30
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Stan Shpetner
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Is CoreWeave AI's Global Crossing?
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Pinterest - Gaining Traction
Pinterest's management is executing effectively amidst macroeconomic uncertainty, strengthening the platform's foundation for increased digital ad…
Mar 21
•
Stan Shpetner
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Pinterest - Gaining Traction
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AV Technology - Facts vs. Fiction
Waymo Remains in the Pole Position, While Tesla is a Show Me Story.
Mar 15
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Stan Shpetner
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AV Technology - Facts vs. Fiction
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TSMC - Closing the Valuation Gap
TSMC's valuation discount to its AI peers is unjustified and set to narrow, positioning it to outperform Nvidia.
Mar 11
•
Stan Shpetner
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TSMC - Closing the Valuation Gap
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Streaming’s Next Act
Warner Bros. Discovery is well-positioned to be a profitable winner in the streaming space and is poised to benefit from ongoing consolidation.
Mar 6
•
Stan Shpetner
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Streaming’s Next Act
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Nvidia Navigating Elevated Expectations
After a historic surge in revenue growth, Nvidia’s revenue expectations for the second half 2025 and 2026 face downside risk.
Mar 2
•
Stan Shpetner
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Nvidia Navigating Elevated Expectations
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February 2025
U.S.-China Relations: Misconceptions vs. Reality
Economic leverage has become the cornerstone of U.S. foreign policy.
Feb 27
•
Stan Shpetner
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U.S.-China Relations: Misconceptions vs. Reality
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