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1. Quarterly Introduction to the Shoulders of Giants Investment Strategy
   We periodically examine the portfolios of investment gurus from the world's largest hedge funds.
   From this perspective, we introduce investment insights and review methods every quarter.

2. Ray Dalio and Bridgewater's Tesla Investment News
   Bridgewater, founded by Ray Dalio, is one of the world's largest hedge funds.
   Ray Dalio, who officially retired in 2022, has been removed from the list of portfolio managers.
   However, news that Bridgewater has purchased a small amount of Tesla stock for the first time this weekend is drawing attention.
   The investment amount is less than 1% of the total portfolio, a small amount of about 400,000 won in a 100 million won investment.
   Even if it does not rank high in the portfolio, it can be interpreted as a long-term positioning strategy through small, divided purchases.

3. Strategic Reconnaissance by Wall Street Heavyweights like Druckenmiller

Druckenmiller also purchased Tesla with the same small allocation (approximately 0.4%).
The strategy is to observe market reactions like a scout with a small investment.
This scouting investment method does not represent a large portion of the overall portfolio, but
it is interpreted as a move considering the possibility of a rank increase through future divided purchases.

4. Tesla's Autonomous Driving and Robotaxi Service Prospects
   The introduction of robotaxi services in June 2025 is expected to have a positive impact on Tesla's stock price.
   Tesla's expansion of investments in autonomous driving and software is expected to coincide with a rebound in performance in the second half of the year.
   The current stock price has fallen by approximately 27-30% from its peak, but there is a possibility of a rebound due to future improvements in technology and services.

5. Nvidia and AI Technology, and the Release of Generative AI 'Grok 3'
   Nvidia is expanding its market share through increased investments in autonomous driving and AI technology.
   Various stocks, including Chinese autonomous driving company Lira, are included in the portfolio, and
   news of investments and collaborations by AI conglomerates is reported daily.
   In particular, the generative AI 'Grok 3', confidently presented by Musk,
   demonstrates the performance of the latest AI supercomputer and training system, drawing attention to the possibility of linking it with Tesla's autonomous driving technology.

6. Uber and Bill Ackman's Mobility Strategy

Bill Ackman has newly selected Uber as a top pick in his portfolio.
The strategy is to leverage Uber's vast customer network and platform strengths to
lead the future mobility industry, including autonomous driving and robotaxis.
The possibility of collaboration between Uber and Google, Waymo, etc., is also mentioned, and
market expansion through strategic cooperation rather than competition with Tesla is emphasized.

7. AI Innovation, Competition Among Large Corporations, and Future Investment Prospects
   The AI technology competition between Sam Altman and Musk is based on the fact that artificial intelligence performance improves rapidly with compounding effects.
   Cost reduction and performance improvements are expected to create a rapid growth momentum throughout the economy.
   Various AI software companies, including Palantir, Meta, and OpenAI,
   are expected to play a key role in various fields such as autonomous driving, robotaxis, healthcare, and new drug development in the future.
   This technological innovation is expected to have a significant impact on the global economy and individual lives within the next 10 years.

< Summary >
We have summarized the content of confirming future insights through the portfolios of investment giants every quarter.
Bridgewater, founded by Ray Dalio, and Druckenmiller are purchasing Tesla in small amounts,
implementing a divided purchase strategy, while
Tesla's introduction of robotaxi services in 2025 and Nvidia's expansion of AI investment are drawing attention.
In addition, Bill Ackman selecting Uber as a top pick, AI technology competition,
news of the release of generative AI 'Grok 3', etc.,
provide a detailed explanation of future investments and market changes and innovation prospects resulting from the development of autonomous driving and AI technology.

[More…]
Tesla: https://nextgeninsight.net/?s=%ED%85%8C%EC%8A%AC%EB%9D%BC
AI: https://nextgeninsight.net/?s=AI

*YouTube Source: [소수몽키]

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