Mizuho analyst Vijay Rakesh raised the firm's price target on AMD to $280 from $275 and keeps an Outperform rating on the shares. The company announced an expanded partnership with Meta to ramp Instinct deployments, the analyst tells investors in a research note. Mizuho estimates 600 basis points of gross margin dilution from the warrants, but says AMD noted the deal is accretive to revenue and ea...
Mizuho analyst Vijay Rakesh raised the firm's price target on AMD to $280 from $275 and keeps an Outperform rating on the shares. The company announced an expanded partnership with Meta to ramp Instinct deployments, the analyst tells investors in a research note. Mizuho estimates 600 basis points of gross margin dilution from the warrants, but says AMD noted the deal is accretive to revenue and earnings. It sees AMD benefiting from the "incremental cornerstone customer," with some offset with lower margins.
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Closure of the Strait of Hormuz is raising the risk of disruptions to liquefied natural gas supplies critical for Taiwan Semiconductor Manufacturing’s advanced chip production. Taiwan faces an estimated 11 day LNG supply gap if disruptions persist, which cou...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Closure of the Strait of Hormuz is raising the risk of disruptions to liquefied natural gas supplies critical for Taiwan Semiconductor Manufacturing’s advanced chip production. Taiwan faces an estimated 11 day LNG supply gap if disruptions persist, which could affect power stability and production continuity for NYSE:TSM. Delayed oil refining is also feeding into expected shortages of sulfuric acid, a key material in chipmaking, creating a second pressure point for the company’s supply chain. For investors watching NYSE:TSM at a share price of $338.31, the new LNG and sulfuric acid risks land on top of an already closely watched operational set up. The stock has very large 3 year and 1 year gains, with a return of 290.6% over three years and 96.4% over the past year, and is up 5.9% year to date, so any threat to production inputs can quickly become part of the risk discussion. Short term pullbacks of 0.2% over the past week and 7.7% over the past month highlight how sensitive sentiment can be to fresh headlines. This development gives you another angle to consider when assessing Taiwan Semiconductor Manufacturing’s risk profile, beyond headlines about end demand or capital spending. Questions around energy security, chemical supply resilience and contingency planning for events like a Strait of Hormuz closure may become more central to how the market frames operational risk for NYSE:TSM and for other chipmakers tied into similar supply chains. Stay updated on the most important news stories for Taiwan Semiconductor Manufacturing by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Taiwan Semiconductor Manufacturing. See which could impact your investment. Th...
What makes a leader successful? Learn from people at the top. Join Bloomberg Television award-winning anchor and editor-at-large Francine Lacqua as she speaks with CEOs and other industry leaders to discover what drives them, their definition of success and how they are shaping their companies amid a fast-changing world. Publishes every other Monday. (Source: Bloomberg)
What makes a leader successful? Learn from people at the top. Join Bloomberg Television award-winning anchor and editor-at-large Francine Lacqua as she speaks with CEOs and other industry leaders to discover what drives them, their definition of success and how they are shaping their companies amid a fast-changing world. Publishes every other Monday. (Source: Bloomberg)
Industry indicators suggest AMD is gaining traction. It may take considerable time for AMD to challenge the current market leader's dominance, but its recent commercial agreements and financial results point to growth potential. AMD reported annual revenue showing substantial growth over the prior year, with earnings per share also increasing. The company's net margin, while lower than Nvidia's, r...
Industry indicators suggest AMD is gaining traction. It may take considerable time for AMD to challenge the current market leader's dominance, but its recent commercial agreements and financial results point to growth potential. AMD reported annual revenue showing substantial growth over the prior year, with earnings per share also increasing. The company's net margin, while lower than Nvidia's, remains solid, potentially influenced by pricing strategies. Microsoft and Oracle have also announced intentions to purchase hardware from AMD. These developments are expected to help AMD increase its market presence, though companies are likely to continue sourcing from multiple suppliers. Recently, AMD signed an agreement with OpenAI to supply hundreds of thousands of chips, with an option for OpenAI to acquire a stake in AMD. This agreement is projected to generate significant revenue for AMD. In February, AMD also reached a deal to supply Meta Platforms with a quantity of its Instinct GPUs. Advanced Micro Devices currently holds a 4% share of the data center GPU market, which is double the share of the next-largest competitor. This places AMD in a secondary position behind Nvidia. Companies including OpenAI and Anthropic require these products, contributing to Nvidia's status as the world's most valuable company by market capitalization. However, competitors exist, such as Alphabet and Advanced Micro Devices . According to a report from Yahoo Finance, Nvidia holds an estimated 92% share of the data center computing hardware market. This position makes major artificial intelligence model developers heavily reliant on Nvidia's graphics processing units . This report provides a comprehensive view of the global memories industry, tracking demand, supply, and trade flows across the worldwide value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and reg...
The day after Lord Rothermere was gazumped in his pursuit of the Telegraph by Axel Springer’s £575m knockout offer, the Daily Mail owner was pictured beaming at Rupert Murdoch’s 95th birthday party in New York. As guests at the star-studded black tie celebration at The Grill in Manhattan listened to Hollywood actor Hugh Jackman sing numbers such as Fly Me to the Moon, the 58-year-old media mogul m...
The day after Lord Rothermere was gazumped in his pursuit of the Telegraph by Axel Springer’s £575m knockout offer, the Daily Mail owner was pictured beaming at Rupert Murdoch’s 95th birthday party in New York. As guests at the star-studded black tie celebration at The Grill in Manhattan listened to Hollywood actor Hugh Jackman sing numbers such as Fly Me to the Moon, the 58-year-old media mogul may have been wondering how his almost three-decade dream to unite the titles within one right-leaning stable had fallen at the final hurdle. Rothermere, who took over running the Daily Mail and General Trust (DMGT) group in 1998 at the age of 30 after the death of his father, first looked at acquiring the Telegraph in 2004, when the Barclay family prevailed with a then eye-watering £665m takeover. And by Friday 6 March, after three prospective buyers had been thwarted – Abu Dhabi-backed RedBird IMI which was forced to resell, a consortium led by New York Sun owner Dovid Efune and another led by Gerry Cardinale’s RedBird Capital – Rothermere’s lawyers and financiers had been poised to sign the final papers to push his £500m deal to fruition, bar a lengthy regulatory process. Instead, Germany’s Axel Springer swooped in at the last minute to complete its own equally long pursuit of a British crown jewel to bolster its transatlantic media empire, having also lost out to the Barclays in 2004 and to Nikkei in a battle for the Financial Times a decade later. The ink may barely have dried on the deal, but the chief executive of the new owner has already paid multiple visits to the Telegraph’s London office espousing his mission to make it the “leading centre-right media outlet in the English-speaking world”. At 6ft 7in, Mathias Döpfner cut an imposing figure in the newsroom as he visited management and staff, including editor Chris Evans, keen to allay any fears. The 63-year-old has promised editorial independence, although this has not stemmed speculation that he may be considerin...
Nazar Daletskyi was declared dead in May 2023. The DNA match left no room for doubt, officials told his mother, Nataliia. A Ukrainian soldier who volunteered for the front in the early weeks of the war, Nazar had become one more casualty of Russia’s invasion. Nazar’s remains were laid to rest in the cemetery of his home village. In the months after the funeral, Nataliia visited the grave at least ...
Nazar Daletskyi was declared dead in May 2023. The DNA match left no room for doubt, officials told his mother, Nataliia. A Ukrainian soldier who volunteered for the front in the early weeks of the war, Nazar had become one more casualty of Russia’s invasion. Nazar’s remains were laid to rest in the cemetery of his home village. In the months after the funeral, Nataliia visited the grave at least once a week, at first to cry and later to stand in quiet contemplation, remembering her only son. A few weeks ago, almost three years after the funeral, Nazar was freed from a Russian jail as part of a prisoner exchange. Soon after stepping off the bus and into Ukrainian territory, he was handed a mobile phone. 1:34 Nataliia Daletska speaks to her son Nazar for the first time since captivity – video The moment Nataliia heard her son’s voice again was captured by a village official, in a grainy mobile-phone video of raw emotional power. “My God, how long I’ve waited for you, my precious child,” she said, wailing with a mix of shock and joy. “Do you have arms, legs; is everything in place?” The video went viral in Ukraine, the unexpected happy ending touching a nerve in a country starved of good news. But the positive outcome came after a traumatic journey for both mother and son. A month after that phone call, Nataliia welcomed the Guardian to her neat cottage in the village of Velykyi Doroshiv, close to the western city of Lviv. The walls were decorated with brightly coloured religious paintings; in the living room, a large headshot of Nazar, printed after the funeral, hung in pride of place. Over cups of cardamon-infused coffee, she recounted the story from the beginning. View image in fullscreen A photograph of Nazar Daletskyi hanging on his mother’s wall Born in 1979, she said, Nazar was a sweet boy who liked cuddles. But the “1990s were hard”, and he left school without qualifications. He married and had a daughter, but the relationship did not last and he returned to l...
Britain should have a completely independent nuclear deterrent as it can no longer rely on the US, Ed Davey is expected to say on Sunday. In a speech at the Liberal Democrats spring conference, the party leader will argue that the UK should manufacture and maintain its nuclear weapons in Britain, a move that Davey acknowledges will cost billions. Davey’s speech will come amid his claims that the U...
Britain should have a completely independent nuclear deterrent as it can no longer rely on the US, Ed Davey is expected to say on Sunday. In a speech at the Liberal Democrats spring conference, the party leader will argue that the UK should manufacture and maintain its nuclear weapons in Britain, a move that Davey acknowledges will cost billions. Davey’s speech will come amid his claims that the US president, Donald Trump, has made his support for European security “conditional” on his personal whims. “While Trump is in charge, we certainly cannot rely on America as a dependable ally in the way we used to,” Davey will say. “And we can no longer bet our nation’s security on the hope that the US won’t produce new versions of Trump in the future. “So the real question is not whether we should build a sovereign British nuclear deterrent. The question is what happens if we don’t.” In theory, a British prime minister could choose to launch nuclear missiles without input from allies, including the US. However, the UK’s nuclear programme, Trident, based at Faslane, near Glasgow, on the River Clyde, is heavily dependent on US input. The weapons are manufactured in the US and have to be returned there regularly for maintenance. View image in fullscreen Ed Davey answering questions during the Liberal Democrats spring conference in York on Saturday. Photograph: James Manning/PA Davey’s speech is likely to be viewed as the latest instalment of what has been dubbed Operation Epsom Fury – a play on Trump’s Iranian mission and an attempt to attract voters disillusioned by Britain’s relationship with the president ahead of May’s local elections. “If the answer to ‘Is our nuclear deterrent working?’ depends on what Donald Trump had for breakfast, then the answer is, ‘No, it’s not’. And our deterrent is not truly independent,” Davey is expected to tell delegates in York. “This should be keeping British defence planners awake at night. Yet it’s not being asked loudly enough in our publ...
Since the Iran war began late last month, it has threatened shipping across the Middle East’s two most important maritime chokepoints – the Strait of Hormuz and the Bab el-Mandeb – through which much of Asia’s energy imports and manufactured exports flow. For Gulf states and their major trading partners in Asia, the conflict is forcing a hard question: what, if anything, can protect supply chains ...
Since the Iran war began late last month, it has threatened shipping across the Middle East’s two most important maritime chokepoints – the Strait of Hormuz and the Bab el-Mandeb – through which much of Asia’s energy imports and manufactured exports flow. For Gulf states and their major trading partners in Asia, the conflict is forcing a hard question: what, if anything, can protect supply chains if US security guarantees can no longer be taken for granted? Analysts say the usual answers – stockpiles, alternative transport corridors or new security arrangements – offer only limited protection against the kind of disruption now unfolding, which could persist even after the war ends. Advertisement The vulnerability is not new. Since the “tanker war” turned the Persian Gulf into a battlefield during the Iran-Iraq war in the 1980s, it has been clear to governments in the Gulf and Asia that shared supply chains are exposed to disruption at the Strait of Hormuz, which links the Gulf to the Indian Ocean, and the Bab el-Mandeb, which connects the Indian Ocean to the Mediterranean through the Suez Canal. Tankers sail in the Gulf, near the Strait of Hormuz, as seen from northern Ras al-Khaimah in the United Arab Emirates on Wednesday. Photo: Reuters Over the next four decades, as two-way trade boomed and economic interdependence deepened, repeated conflicts in the Middle East reinforced the need for Gulf states and Asian economies to work together to reduce that risk. Advertisement Little, however, was done. Instead, the prevailing assumption was that the US, through its vast network of military bases across the region, would prevent a belligerent nation such as Iran from imposing a stranglehold on trade passing through Hormuz.
People love to declare the death of the women’s movement, pointing to the ‘failure’ of #MeToo or the Epstein files, but don’t give up the fight just yet, writes Rebecca Solnit Feminism is far from dead, but people love to write its obituary. I’ve lived through dozens of them over the decades, and there’s been a fresh flurry over the past few years. These death announcements are mostly based on two...
People love to declare the death of the women’s movement, pointing to the ‘failure’ of #MeToo or the Epstein files, but don’t give up the fight just yet, writes Rebecca Solnit Feminism is far from dead, but people love to write its obituary. I’ve lived through dozens of them over the decades, and there’s been a fresh flurry over the past few years. These death announcements are mostly based on two dubious assumptions. One is that we’re at the end of the story, the point at which a verdict can be rendered and a moral extracted. In this version, 60 years on from the great 1960s surge of feminism, the process should be over, and if feminism has not won, surely it has lost. In reality, it’s naively defeatist to assume millennia of patriarchy entrenched in law, culture, social arrangements and economics could be or should have been fully disassembled in one lifetime. The other assumption is that one event can be a weathervane, a measuring stick, for the failure of feminism. Three popular recent candidates are the overturning of Roe v Wade in June 2022, #MeToo, and the Epstein files. Let’s first remember that the US is not the whole world. There have, for example, been countless obituary writers proclaiming that #MeToo is over or failed, and I’m not sure what that is based on – the assumption that all sexual abuse should have ended and, if not, feminism of the #MeToo subcategory did not succeed? Is any other human rights movement measured by such criteria? Did anyone think the civil rights movement should be judged by whether it terminated all racism for ever? The perfect is the enemy of the good, and it’s often both an impossible standard and a cudgel used to bash in what good has been achieved. Continue reading...
The trouble with open kitchens is that the chaos is fully visible to everyone DakaDaka , a rowdy paean to Georgian cuisine, has arrived on Heddon Street in the West End of London. Heddon Street has always been synonymous with rowdiness, regardless of the fact that the mature, semi-elegant likes of Sabor , Piccolino and Heddon Street Kitchen are quite the opposite. But anyone who ever found themsel...
The trouble with open kitchens is that the chaos is fully visible to everyone DakaDaka , a rowdy paean to Georgian cuisine, has arrived on Heddon Street in the West End of London. Heddon Street has always been synonymous with rowdiness, regardless of the fact that the mature, semi-elegant likes of Sabor , Piccolino and Heddon Street Kitchen are quite the opposite. But anyone who ever found themselves staggering out of Strawberry Moons in the 1990s having lost a shoe and with a love bite or from the basement club at Momo will know that this little nook tucked away behind Regent Street is where a good time is meant to be had. And now there’s DakaDaka, which certainly does not market itself as a nightclub, because, well, virtually nowhere does any more. What DakaDaka does do, though, is play Georgian dance music very loudly and with endless enthusiasm right through your badrij ani (grilled aubergines), imeruli (cheese-filled flatbread) and kababi (lamb skewers). Helpfully, the brick walls have been painted pitch-black to give these dark, candle-lit, metal-clad premises a real sense that you’ve somehow stumbled into a 2am lock-in on a back street in Tbilisi, complete with pottery, folklore and blackboards on the walls, though this place also happens to serve grape salads and nakhvatsa (corn crisps). Some potential customers will no doubt read that and think: “Yippee! I love a restaurant where talking to my friends is no longer part of the arduous invisible labour of leaving the house.” Well, those people will adore DakaDaka, and should take up one of the tables in the heart of the melee. Otherwise, there’s also a sit-up counter behind which the open kitchen is in full swing, and where you can sit shoulder to shoulder with a total stranger. If you do, however, please dress in removable layers, because you will be directly next to the open fire used for “live fire cooking”, that hospitality phrase du jour that has caused me so much merriment in recent years because it pro...
I have been married for 30 years. Until recently, we were the best of friends. Then he began being distant, though he remained kind. I thought this was a passing phase, a midlife crisis of some sort. But one day I found out by chance that he had been engaged in a year-long affair with another woman. Life as I knew it collapsed. It was not so much that my world was turned upside down, as it lost it...
I have been married for 30 years. Until recently, we were the best of friends. Then he began being distant, though he remained kind. I thought this was a passing phase, a midlife crisis of some sort. But one day I found out by chance that he had been engaged in a year-long affair with another woman. Life as I knew it collapsed. It was not so much that my world was turned upside down, as it lost its cohesion. I was instantly reduced to pieces. No matter how much I try to make sense of it all, I cannot. I am (was?) a super-active person with many interests, and this betrayal has splintered me and narrowed everything down to this single event. I wake up thinking about it and go to bed thinking about it. But the worst thing is the sense of utter shame at being deceived, at having lived a lie, of not being good enough. When I am alone, I am assailed by awful thoughts. I long to feel in control of my life again. I don’t want to end up bitter. I know I am not the first, and nor will I be the last person to go through this, but what does it take to recover? And am I overreacting? There was no mention in your letter of what happened after you found out about the affair, or since then. It’s as if this one event – traumatic though it was – is all that is under the microscope and has blotted everything else out. We need to zoom out a little. I went to Prof Alessandra Lemma, a chartered clinical and counselling psychologist, psychoanalyst and a fellow of the British Psychoanalytical Society. We both noted how catastrophic this loss feels to you. “The discovery of the affair doesn’t register as a painful blow to a valued relationship, so much as the total collapse of your inner and external world,” notes Lemma. “Your language – being ‘reduced to pieces’, losing ‘cohesion’ – suggests a breakdown in your sense of self. It feels as though something essential that had been quietly holding you together has given way.” Alongside that, Lemma noted the “striking absence of anger towards ...
Central Asian governments are leveraging the diplomatic fallout from the US-Israel war on Iran to assert their autonomy and reinforce their long-standing strategy of balancing major powers, according to analysts. For decades, the five former Soviet republics have been seen as Russia’s “backyard”. However, as the conflict in Iran deepens, these nations are moving to recalibrate their geopolitical t...
Central Asian governments are leveraging the diplomatic fallout from the US-Israel war on Iran to assert their autonomy and reinforce their long-standing strategy of balancing major powers, according to analysts. For decades, the five former Soviet republics have been seen as Russia’s “backyard”. However, as the conflict in Iran deepens, these nations are moving to recalibrate their geopolitical ties, signalling a shift away from their role as a passive buffer zone for great powers. The shift became apparent after Iranian drones struck Nakhchivan International Airport in Azerbaijan on March 5. Advertisement This prompted Azerbaijani President Ilham Aliyev to mobilise the army, recall diplomats from Tehran and suspend cross-border truck traffic. The Nakhchivan Autonomous Republic is an Azerbaijani exclave bordered by Armenia, Turkey and Iran. Kazakhstan’s President Kassym-Jomart Tokayev issued an unusually sharp condemnation, signalling that attacks on neighbouring states had crossed a political threshold for governments across the wider region. Advertisement While the response suggested unease with Tehran, the episode is unlikely to trigger a strategic rupture, according to observers. Instead, the crisis is accelerating the region’s efforts to strengthen its bargaining position.
A pet shop owner from southwestern China discovered an abandoned cat with a note and cash, uncovering an elderly person’s final, loving gesture for their pet. On March 7, the woman surnamed Sun, who runs a pet shop in Chuxiong, Yunnan province, found a grey pet carrier outside her shop. Hearing a kitten meowing, she opened it to find a tabby cat surrounded by cat food. Advertisement “I was furious...
A pet shop owner from southwestern China discovered an abandoned cat with a note and cash, uncovering an elderly person’s final, loving gesture for their pet. On March 7, the woman surnamed Sun, who runs a pet shop in Chuxiong, Yunnan province, found a grey pet carrier outside her shop. Hearing a kitten meowing, she opened it to find a tabby cat surrounded by cat food. Advertisement “I was furious, thinking an irresponsible owner had abandoned it,” Sun said. The shop owner found the kitten inside the pet carrier, above, which had been left outside her business. Photo: Douyin But as she looked closer, she found a crumpled pink note and some cash beneath the animal.
"As the UK now prepares to replace Trident in the 2040s, we should make the decision now to spend the billions required over the next two decades here in the UK, not in the US.
"As the UK now prepares to replace Trident in the 2040s, we should make the decision now to spend the billions required over the next two decades here in the UK, not in the US.
Key Points The video explains why markets that feel terrifying now have often become strong long‑term entry points. Viewers learn tools and tactics to spot sector strength and build a disciplined buying plan in sell‑offs. These 10 stocks could mint the next wave of millionaires › Periods of maximum fear often hide the most compelling long‑term opportunities for disciplined investors. Learn how sen...
Key Points The video explains why markets that feel terrifying now have often become strong long‑term entry points. Viewers learn tools and tactics to spot sector strength and build a disciplined buying plan in sell‑offs. These 10 stocks could mint the next wave of millionaires › Periods of maximum fear often hide the most compelling long‑term opportunities for disciplined investors. Learn how sentiment, sector signals, and simple market‑breadth tools can help identify potential turning points by watching the video below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » *This video was published on March 9, 2026. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 930%* — a market-crushing outperformance compared to 187% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of March 15, 2026. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Global X ETF澳大利亚公司表示，最新袭击标志着冲突明显升级，并可能引发德黑兰方面的报复。 投资策略师贾斯汀·林表示： “美国此前一直刻意避免针对能源基础设施，担心引发油价走高。” “这一立场的转变，似乎表明美国认为短期内解决冲突的可能性降低，如今正为更长期的对抗做准备，而在这种情况下，经济施压是必要手段。” “上周末前，市场原本定价为短期冲突，仅会带来温和的通胀脉冲，各方大概率希望实现停...
Global X ETF澳大利亚公司表示，最新袭击标志着冲突明显升级，并可能引发德黑兰方面的报复。 投资策略师贾斯汀·林表示： “美国此前一直刻意避免针对能源基础设施，担心引发油价走高。” “这一立场的转变，似乎表明美国认为短期内解决冲突的可能性降低，如今正为更长期的对抗做准备，而在这种情况下，经济施压是必要手段。” “上周末前，市场原本定价为短期冲突，仅会带来温和的通胀脉冲，各方大概率希望实现停火、能源流通快速恢复正常。” “无论战争持续多久，只有在基础设施大体完好的前提下，能源流通才有可能恢复。” “美国袭击伊朗石油设施，不仅令这一前提陷入危险，还标志着冲突显著升级，并可能招致伊朗以同样方式报复。” “这大幅推高了能源价格维持高位的风险，并显著加剧通胀与经济增长风险。” 责任编辑：刘明亮
Key Points Real-world autonomous driving is closer than ever. These stocks have small market caps but huge growth potential. 10 stocks we like better than Rivian Automotive › It has been a rough couple of years for electric vehicle (EV) stocks not named Tesla (NASDAQ: TSLA). But right now, investors can secure bargain valuations on two electric car makers with big plans over the next few years. On...
Key Points Real-world autonomous driving is closer than ever. These stocks have small market caps but huge growth potential. 10 stocks we like better than Rivian Automotive › It has been a rough couple of years for electric vehicle (EV) stocks not named Tesla (NASDAQ: TSLA). But right now, investors can secure bargain valuations on two electric car makers with big plans over the next few years. One of these stocks is extremely speculative. But the other has an upcoming growth catalyst that appears incredibly undervalued right now. 1. Lucid Group is a lottery ticket with high upside Lucid Group (NASDAQ: LCID) is one of my favorite companies to track. The company, at least on paper, has a lot to offer. I'm excited about its vision as primarily a supplier of technology to the transportation sector long term. Its former CEO revealed last year that he wanted the company to be just 20% auto manufacturer and 80% tech supplier. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » This approach, I recently argued, should attract higher margins, greater customer retention rates, and lower capital needs. There's just one problem: I'm not sure Lucid will ever scale enough to properly make the transition. The transportation space is quickly moving -- faster than ever before -- toward full self-driving capabilities thanks to rapid advances in artificial intelligence (AI). For training and validation purposes, these models require access to huge datasets. This is why Tesla's robotaxi dreams are so feasible. It has millions of vehicles driving on the roads right now, delivering massive amounts of real-world data on a daily basis. Right now, Lucid doesn't have a vehicle on the market for less than $70,000. That's a big reason why the company shipped fewer than 17,000 units last year. The company wants to launch a mass ...