A few simple comments☞

1. Computing power will eventually become surplus, this is beyond doubt, but when exactly, it's hard to say. At least for now, global tech giants are still scrambling for computing power and electricity.

2. If computing power becomes surplus, then there's even less need to deploy space chips. Also, regarding space chip deployment, if it's currently reliable, then Musk wouldn't need to keep scrambling for electricity to deploy data centers in the US—just launch them into space, right? But he hasn't done so, why? 🤔

3. Regarding Tesla, the new energy vehicle business is basically dead now, and the FSD business still hasn't materialized. As for the robotics business, I remain pessimistic in the short term—it's still far from realization.

4. About XAI, I tried accessing the X platform via VPN for the first time, and it's full of random nonsense—not sure if it's a recommendation issue, but it's all garbage 😢

5. Following SpaceX. It does have its unique strengths and remains ahead.

$NVIDIA(NVDA.US)$Tesla(TSLA.US)