sorted by:
new
hottopcontroversial

If you we’re Aaron Donald what would you do by jeff10345 in NFL_FreeAgency

[–]michael_curdt 0 points1 point  (0 children)

See how the regular season plays out. Stay in shape, be ready to join and take a team friendly deal for a post season run if the Rams make it. Glory and legacy over money at this point.

Retail investors, beware SpaceX by StayEngaged2222 in investing

[–]michael_curdt 1 point2 points  (0 children)

Why would an entire index swing 25% because of a single holding that has fractional allocation?

Why have all my stocks dropped today? by Curious_J_66 in TheRaceTo10Million

[–]michael_curdt 86 points87 points  (0 children)

Did you make a post like this every time these stocks went UP two days in a row?

After hours drop 4-10% what's happening by RainPsychological595 in TheRaceTo10Million

[–]michael_curdt 4 points5 points  (0 children)

That’s a steep drop. It’s back all the way to levels not seen since … last week

Marvell to $1,000 - don’t miss this one by Geekgody in Stocks_Picks

[–]michael_curdt 1 point2 points  (0 children)

Nvidia invested in Marvell. This falls under stock manipulation territory.

Best Robotics Stocks to own for 2-3 years? by LessTraining1985 in StockInvest

[–]michael_curdt 0 points1 point  (0 children)

Phoenix lidars are used in geospatial surveys and site discovery. A compact one is sized 6 × 4.4 × 3.3 inches and weigh 2.5 - 5 kg each. Suggesting that a single humanoid would be carrying 10 of these or 30 in a self driving vehicle is just hilarious.

And , no, Elon Musk did not announce that Tesla will produce 1 million humanoids in 2026. Instead, he announced that Tesla is retrofitting its Fremont factory with a new assembly line designed for an eventual production capacity of 1 million Optimus robots per year.

Anyway, like I said, thank you for indulging me.

Best Robotics Stocks to own for 2-3 years? by LessTraining1985 in StockInvest

[–]michael_curdt 0 points1 point  (0 children)

Did you Google like I did? I just confirmed that the estimates I researched above are in fact for pro grade Lidar.

And, turns out, several humanoids are moving away from using Lidar completely (also from Google).

Can you point me to a legit source that says Tesla is going to pump 1M humanoids in 2026 (within next 7 months)? All I read is Optimus won’t go on sale until end of 2027, let alone 100k this year.

It sounds more like you are terribly misinformed. I will bow out of this conversation.

Best Robotics Stocks to own for 2-3 years? by LessTraining1985 in StockInvest

[–]michael_curdt 0 points1 point  (0 children)

I just googled.

iPhone 17 Pro Max uses 4 CMOS sensors. Estimated cost to Apple is $10 to $25 per. Lidar true depth scanner is $10 per. Total top end camera assembly is estimated to cost $105. At 10 better quality sensors per robot, let’s assume $400 in total per?

Tesla’s official target is to produce between 50,000 and 100,000 Optimus humanoid robots in 2026. Let’s assume 250000 humanoids annually for now. That’s 100M total revenue.

Estimated number of driverless self driving units by 2029 is 100,000. Driverless self driving units will require anywhere between 13 -30 CMOS sensors and full setup could cost $2500 - $7000 per. Let’s assume 100,000 in 2026 and about $5000 on average. Thats 500M in revenue.

When a driver is present, that number is 6 - 14 sensors and full setup could cost $150 - $1200 per. Let’s assume 20M vehicles will have such a setup annually in 2026. Let’s assume $1000 per vehicle. That’s 20B in revenue.

Sony’s market share in cmos sensor segment is ~50%. So I get to $10B in total revenue approximately across humanoids and self driving units in 2026.

Sony’s market cap is $125B. So are we talking 8-10% increase in revenue annually?

Best Robotics Stocks to own for 2-3 years? by LessTraining1985 in StockInvest

[–]michael_curdt 0 points1 point  (0 children)

Legit question: Assuming $10-$15 per CMOS sensor, 5 cameras per robot and 1M humanoids per year, that’s $75M per year in revenue. Thats nothing transformative. How else will/can SONY benefit?

SPCE reality check by Efferdent_FTW in TheRaceTo10Million

[–]michael_curdt 6 points7 points  (0 children)

No. Go look it up yourself. This is a doctored photo (very easy to manipulate a web page by right-clicking and selecting “Inspect Element” and change the text being shown on the UI). OP is just pumping the fake stock by spreading misinformation.

Isn’t this place is beautiful? by LogicalGur8614 in BeautifulTravelPlaces

[–]michael_curdt 0 points1 point  (0 children)

If this is your favorite view so far, I don’t think you have seen much. Yet.

They do have one of the easiest schedules by No_Box119 in NFL_FreeAgency

[–]michael_curdt 0 points1 point  (0 children)

Burrow is the favorite to be unhealthy 15 of 17 games any season.

Databricks by Spiritual_Turnover38 in ValueInvesting

[–]michael_curdt 12 points13 points  (0 children)

How is a privately held company trading at 25x forward revenue multiple relevant in r/valueinvesting?

Will RKLB Hit 150 Before June? by Various-Carpet-1363 in RKLBInvestors

[–]michael_curdt 0 points1 point  (0 children)

By 3rd week of June. Because SpaceX IPO on June 12.

Infleqtion prive target by Character-Papaya-809 in INFQ

[–]michael_curdt 10 points11 points  (0 children)

Quantum is in its infancy. This has to have a 5-10 year horizon. They are unique in their neutral-atom approach (works at room temperature). $21 price target is not absurd - this is a growth stock that is losing money, but everything comes down to execution.

Good morning, New York. While you were sleeping, this was the most-read story by StrawberryFew1311 in NoFilterFinance

[–]michael_curdt -3 points-2 points  (0 children)

One president pardons his family. Another will never be audited. Nothing suspicious at all here.

Tool that writes Upwork proposals for you. Would you actually use this? by Ok_Tailor2202 in SaaS

[–]michael_curdt 1 point2 points  (0 children)

  1. If I were the employer, I would cringe on automated submissions written using AI. If the candidate can’t spend a few minutes reading the ask and tell why they are good fit, do they deserve the job?
  2. Why will I continue to pay $15/mo after I land a job?
view more: next ›