Tesla Robotaxi Launch Insider Sales Risk

● Tesla’s Robotaxi Reveal, Musk-Black-Wood Exit

Comprehensive Analysis of Investment Risks Behind Tesla’s Robotaxi Launch and Insider Selling

1. Tesla Robotaxi Service Launch Schedule

The news is that Tesla will officially launch its robotaxi service in Austin, Texas, on June 12.
According to Bloomberg reports, Model Y vehicles equipped with the latest FST version 12.4 or higher will be deployed intensively in the Austin area.
Actual operation will be in a fully autonomous driving state without anyone in the driver's seat, and vehicles will be called through an app.
This service is not just a technology demonstration, but is interpreted as a signal of a transition to a mobility platform, with robotaxis as the first business model to generate revenue.

2. Analysis of Insider Trading Status and Investment Sentiment

It is noticeable that key figures related to Tesla have noticeably sold shares.
Gerry Black has been known as a Tesla bull, but sold all his shares due to short-term risk factors such as delays in FSD technology updates, sales declines in China and Europe, robotaxi schedule uncertainty, and US interest rate hikes.
In addition, Elon Musk's older brother, Kimbal Musk, also announced plans to sell shares through internal documents (SC Form 144).
It is noteworthy that ARK Investment, led by Cathy Wood, is also managing risk by reducing its stake in Tesla.
Their selling is not a mere coincidence, but is interpreted as a strategic decision reflecting short-term market anxiety and macroeconomic risks.

3. Opportunities and Risks of Future Mobility Provided by Robotaxi Services

The robotaxi service introduced by Tesla means a shift from the existing car sales-centered business model to a new mobility platform that can be expected to generate continuous revenue.
It has the potential to operate like an ATM on wheels, using self-driving technology-based software and AI.
However, delays in FSD updates so far, regional differentiation in vehicle demand, and regulatory issues still remain major uncertainties.
In the end, investors are paying attention to whether robotaxis can actually succeed in self-driving technology and software improvements and establish a revenue model.

4. Conclusion: Investor Choices and Market Direction

The internal selling that took place noticeably before the launch of the robotaxi service on June 12 can be seen as a strategy to avoid short-term risks, rather than a simple selling activity.
The timing of selling by Gerry Black, Kimbal Musk, ARK Investment, etc. is not a coincidence, but reflects the uncertainties that may arise in Tesla's future mobility transition process.
Investors should pay attention to stock price volatility now and closely examine whether Tesla can lead a major change in self-driving and robotaxi technology in the long term.
In the end, the important question is 'Can robotaxis really make money?', and if the answer is positive, Tesla's stock price increase may be even greater.

Summary

Tesla officially launches robotaxi service in Austin on June 12.
According to Bloomberg reports, the latest FST version vehicles will introduce actual autonomous driving services.
At the same time, key figures such as Gerry Black, Kimbal Musk, and ARK Investment carried out large-scale selling to avoid short-term risks.
The reasons for the selling can be summarized as delays in FSD technology progress, decreased vehicle demand, robotaxi schedule uncertainty, and US interest rate hikes.
In the end, this event is an important turning point that can have a major impact on Tesla’s mobility platform transition and stock price fluctuations.

Related Economics, Tesla, Stock Price, Investment, Autonomous Driving

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*YouTube Source: [오늘의 테슬라 뉴스]

– 블룸버그 속보! 6월 12일 테슬라, 로보택시 전격 발표! 하지만 게리 블랙·킴벌 머스크 ·아크인베스트는 왜 주식을 팔았나?”

● **Musk Summoned, Huang’s Surprise Euro Announcement**

Nvidia Earnings Analysis and Future Global AI Market Outlook – Key Points Summary

1. Earnings Release and Initial Timeline

Revenue met expectations, but EPS was pushed down due to H20 inventory losses.
Gross margin was presented as 71.3% excluding H20 and 61% overall.
These figures are close to bankers’ forecasts, but concerns about China-related scratches remain.
The reason for the stock price rebound immediately after these figures were announced is the market’s expectation for the impact of Chinese regulations and the possibility of alternatives.

2. Conference Call – CFO Remarks and Improved Supply Issues

The CFO explained the lack of grace period for inventory processing due to export control regulations.
Reflecting the risks related to H20, there was a potential loss of approximately $8 billion in sales in the second quarter, but guidance was presented in the order of $45 billion.
Mentioned resolution of supply bottlenecks and large-scale deployment plans with Microsoft.
Expressed confidence that there would be no disruption to the supply of existing GB200 chips and next-generation GB300 chips.

3. Jensen Huang Interview – Strategy and Future Measures

Jensen Huang pointed out that U.S. export restrictions are having the effect of promoting China’s AI industry.
Since the performance of the H20 chip cannot be lowered, it is expected to develop a new product based on GDDR7 as an alternative and mentioned plans to supply it in large quantities from June.
Emphasized that black chips are driving strong AI demand, and that companies are building their own data centers, making it a key strategy in response to the increase in enterprise AI demand.
Confidently expressed that guidance could be achieved thanks to demand for the black product line, despite losses in the Chinese market.
Jensen Huang also indicated plans to visit Europe and major global countries in the future, along with the intention to compensate for the Chinese market with new products instead of abandoning it amid U.S. regulations.

4. Major Issues and Market Reaction

Regulations on China have led to short-term revenue losses, but are expected to be compensated for by future alternative products and black AI demand.
Both the CFO and Jensen Huang reiterated the need for improved supply issues, an explosion in AI inference demand, and the easing of regulations between the United States and China.
Positively evaluated President Trump’s tariff policy and AI hegemony-strengthening ideas, and emphasized the importance of maintaining U.S. technology and leading AI in the global economic flow.
Mentions of collaboration with Elon Musk and Tesla, and next-generation technologies such as the Optimus robot, also attracted market attention.

5. Future Outlook – Second Quarter and Global Strategy

In the second quarter, there are concerns about $8 billion in revenue losses due to the H20 issue, but these are expected to be compensated for by resolving supply disruptions and launching new products.
As companies build their own AI infrastructure, the increase in demand for black chips and the reconfirmation of the value of the Nvidia platform are major variables.
It is emphasized that the United States is likely to take the lead in the global AI hegemony competition through Jensen Huang’s mentioned visits to Europe and cooperation with major countries.
Fine-tuning work surrounding U.S. regulations and Chinese market issues will continue, and the progress of future strategy implementation should be closely watched.

Summary

After Nvidia’s earnings announcement, revenue was solid, but EPS was pushed down due to H20 inventory losses.
In the CFO and Jensen Huang interviews, they emphasized improved supply, alternative product development, and increased black chip AI demand.
Despite concerns about revenue losses in the second quarter, market confidence is expected to recover through global cooperation and strategic visit plans.
This earnings announcement highlighted Nvidia’s strong AI platform competitiveness amid U.S. regulations and Chinese market issues.
Key SEO Keywords: Economy, Nvidia, AI, Next Generation, Global.

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*YouTube Source: [Maeil Business Newspaper]

– 실적발표 인터뷰 머스크 소환한 젠슨 황. 유럽서 깜짝 발표도 예고ㅣ오찬종의 매일뉴욕

● AI Demand Surge – The Next Wave

Nvidia Q1 2025 Earnings Surprise and Strategy Analysis

1. Nvidia Q1 Earnings Overview

In this quarter, Nvidia recorded performance exceeding market expectations.
Sales recorded a tremendous figure of $44.1 billion, and
The stock price is surging nearly 5% in after-hours trading today.
The market’s attention is focused on the earnings surprise.

2. Growth in Demand for Data Centers and AI Chips

The revenue share of the data center sector accounts for over 90% of total sales in 2025, compared to 23% in 2023.
Data center sales increased by 73% year-over-year.
Demand for AI chips continues to grow, and
Nvidia is expected to continue to establish itself as a leader in the AI chip market.

3. Accounting Treatment Related to H20 and Impact on Performance

Accounting treatment related to H20 (AI chip for China) acted as a critical variable in this performance.
Of the expected loss of $7 billion due to export regulations to China,
Thanks to recycling and conservative accounting treatment, the actual loss was tallied at $4.5 billion.
Loss on valuation of inventory assets and loss allowance are the main causes.
As a result, the gross margin fell to 61%, but
It is at a reasonable level compared to 71.3% before reflection for H2P.

4. Geopolitical Risks and U.S. Government Export Regulations

The U.S. government is implementing export regulations to curb the growth of China’s AI industry.
The expected loss from regulations is projected to reach approximately $8 billion per quarter, but
In reality, it is expected to remain at a level similar to Q1 performance.
The U.S. strategy is not a complete blockade, but to create a controllable dependent state.
The U.S. is expected to use Nvidia chip export licenses as a bargaining chip
To gain an advantage in tariffs or trade conditions.

5. Big Tech’s Own Chip Development and Nvidia’s Fusion Strategy

Big Tech companies such as Amazon, Google, and Microsoft are accelerating the development of their own AI chips.
These customers were currently heavily dependent on Nvidia GPUs.
In response, Nvidia maintains its competitiveness by offering overwhelming performance and cost-effectiveness.
In addition, through the ‘Fusion’ technology developed from the existing NVLink technology,
It promotes an open platform strategy that allows third-party proprietary chips or custom chips to be connected to its own GPUs.
This strategy is expected to have the effect of subordinating Big Tech and existing chipmakers to its platform.

6. Market Outlook and Future Strategy Prediction

Nvidia gained momentum to recover its all-time high with this quarter’s performance.
Earnings per share are showing positive signals, exceeding market expectations.
It plans to continue technological innovation, focusing on R&D expenses and Fusion technology.
U.S. government diplomatic strategies, responses to China’s export regulations, and Big Tech’s own chip development, etc.
Although there are several risks, it is expected to overcome them with platform monopoly and global market demand.
Nvidia’s future stock price and growth potential are still of great interest.

Summary

Nvidia recorded $44.1 billion in sales in Q1 2025, exceeding market expectations.
The revenue share of the data center sector exceeds 90%, and it grew 73% year-over-year.
Loss on valuation of inventory assets and loss allowance related to AI chip for China (H20) resulted in a loss of $4.5 billion, but
It does not pose a significant burden on performance.
Amid U.S. government export regulations and geopolitical risks,
In response to Big Tech’s own chip development, Nvidia has overwhelming performance and
Based on Fusion technology, it is expected to lead the future market by unfolding an open platform strategy.
Key SEO keywords: Nvidia, AI chip, data center, proprietary chip development, fusion technology.

*YouTube Source: [월텍남 – 월스트리트 테크남]

– AI추론 수요 “10배” 증가… 그런데 아직 “한방”더 남았습니다

● AI Demand Surge – “10X,” Next Catalyst Looms

Nvidia’s Q1 2025 Earnings Surprise and Future Global Economic Outlook

1. Earnings Surprise and Stock Price Rebound

Nvidia recorded tremendous earnings this quarter, surpassing market expectations.
The stock price surged by approximately 5% in after-hours trading.
Revenue reached $44.1 billion, driven by demand for AI and data centers.

2. Overwhelming Growth in Data Center Revenue

In the past, data centers accounted for approximately 50% of total revenue in 2023.
In 2025, data centers account for over 90% of total revenue.
Data center revenue, which surged 73% year-over-year, is the key growth engine for this quarter.

3. Gaming and Other Sector Performance

Sales of gaming products such as the RTX50 series remain robust.
Earnings per share were revised upward from an estimated $0.93 to $0.96.
Future quarterly forecasts anticipate revenue of $45 billion, showing resilience even amid export restrictions.

4. Cost Reduction Through H20-Related Accounting Treatment

The burden from export restrictions related to the Chinese AI chip (H20) is less than expected.
The estimated loss of $7 billion was recorded as $4.5 billion.
First, losses from inventory valuation were reflected.
Second, conservative accounting treatment through provision for impairment losses recognizes current costs.
As a result, the gross margin declined to 61%, but the level before reflection for H2P is a decent 71.3%.

5. Geopolitical Risks and the U.S. Government’s Export Control Strategy

The U.S. government is restricting the export of Nvidia products to prevent China from strengthening its AI competitiveness.
In reality, this is expected to affect approximately 10% of sales in China, but this is only a short-term burden.
The U.S. government is likely to pursue a strategy of inducing a controllable dependent state rather than a complete blockade.
There is room for Nvidia chips to be used as a bargaining chip, so there are sufficient sales opportunities in the global market.

6. Big Tech’s Own Chip Development and Nvidia’s Fusion Strategy

Big tech CSPs such as Amazon, Google, Microsoft, and Meta are accelerating the development of their own AI chips.
It is a clear risk factor that these big tech companies, which were major customers of Nvidia, are switching to developing their own chips.
However, Nvidia already has experience in developing its own chips and maintains competitiveness with overwhelming performance.
In particular, the recently unveiled ‘Fusion’ technology breaks away from the existing closed GPU connection structure and strengthens links with CPUs and its own chips.
This allows various hardware to be incorporated into the Nvidia platform, concretizing the ecosystem lock-in strategy.

7. Conclusion and Future Outlook

Nvidia has largely resolved earnings concerns with this performance and momentum is building.
The stock price is approaching its all-time high, and there is potential for even greater gains if it breaks through the all-time high in the future.
The data center sector and Fusion strategy are expected to lead the global AI and semiconductor markets in the long term.
Risks such as the U.S. government’s export controls and big tech’s own chip development exist, but Nvidia’s strategic response is noteworthy.

Nvidia recorded earnings this quarter that surpassed market expectations.
Data center revenue accounted for over 90%, surging 73% year-over-year.
The gaming sector was also robust, and earnings per share were also revised upward.
Export control costs related to the AI chip for China (H20) were lower than expected, recorded at $4.5 billion.
Despite the U.S. government’s export restrictions and the risk of big tech companies developing their own chips, Nvidia is expected to solidify its leading position in the global AI, semiconductor, data center, Nvidia, and global economic markets with its open platform strategy through Fusion technology.

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Nvidia Earnings Analysis
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*YouTube Source: [월텍남 – 월스트리트 테크남]

– AI추론 수요 “10배” 증가… 그런데 아직 “한방”더 남았습니다

● **Recession Fears Grip Markets**

AI Partners Transforming the Future of the Global Economy Through Repetitive Tasks in Daily Life

1. Repetitive Daily Life and Its Limits

Describing the situation of repeating the same tasks every day using informal language.
Highlighting the reality that creativity is difficult to express due to repetitive tasks.
Emphasizing that failure to improve efficiency in the business field leads to decreased competitiveness in the global market.

2. Introduction of AI Agents and the Beginning of Change

Introducing a system where developers request multiple tasks simultaneously and check the results the next day.
Explaining how AI agents perform repetitive tasks instead.
Emphasizing that technology helps individuals focus on genuinely important creative work through this process.
Naturally incorporating economic keywords such as digital transformation, innovation, productivity, AI, and the global market.

3. Economic Effects Due to the Expansion of Creative Work

Individuals can focus on more creative ideas and projects, free from the burden of routine tasks, thanks to AI agents.
This change leads to an overall increase in corporate productivity, which ultimately has a positive impact on the entire economy.
When the job satisfaction of one person increases, its ripple effect contributes to the recovery of the global economy and innovative technological advancements.

4. AI Agents as Partners

Many workers want companions, but instead, AI agents serve as good partners.
By handling repetitive tasks, they help human employees focus on more creative tasks and strategic decisions.
As a result, companies can expect more efficient operations and economic growth.

< Summary >
Escaping from the repetition of daily tasks, AI agents are positively impacting the overall economy, including productivity, creativity, and global competitiveness.
With the advancement of technology, an environment is being created where repetitive tasks are entrusted to agents, and humans can focus on creative work.
This digital transformation provides momentum for innovation and growth not only for companies but also for the entire economy.

*YouTube Source: [조코딩 JoCoding]

– 구글이 생각하는 에이전트는 무엇일까 #shorts