Netflix Surge and AI Market Growth, Plus Key Stock Analysis

Netflix's Strong Q4 Results and Stock Price Increase

Netflix added 19 million subscribers in the last quarter of last year, surpassing 300 million.

Both earnings per share and revenue exceeded market expectations, causing Netflix stock to rise nearly 10% to an all-time high.

Notably, price increases for the new ad-supported plan were implemented for the first time since 2022, further strengthening Netflix’s stable business model.

Wall Street analysts have raised Netflix’s target stock price, with projections reaching as high as $150. This indicates a roughly 30% upside from the current price, suggesting an attractive investment opportunity.

Trump’s AI Infrastructure Investment Plan and Market Reaction

President Trump announced a $500 billion AI infrastructure project.

With the participation of OpenAI, Oracle, and SoftBank, the goal is to expand the artificial intelligence (AI) market through the construction of data centers and establishment of AI factories.

This news led to a surge in AI-related stocks, with Microsoft rising more than 4% to $446.

Nvidia's stock has also been steadily rising, driven by the growth of the AI market, and is on the verge of reaching an all-time high. Nvidia, which holds a dominant position in AI hardware, is categorized as a key beneficiary of AI market growth.

Key AI Stocks and Investment Trends

Fueled by the Trump administration and the expansion of the AI theme, major AI companies continue to experience strong stock price increases.

Tempus AI has recently gained prominence in the medical artificial intelligence sector, with its stock rising 51% in five days.

On the other hand, quantum computing stocks like IonQ still show high volatility due to the lack of a stable concrete revenue structure for the company.

Nasdaq and U.S. Stock Market Overview

The Nasdaq is moving away from fear and showing an upward trend after a short-term correction.

Extreme fear creates many investment opportunities, and strategically investing in undervalued, high-quality stocks is the optimal response.

The U.S. economy maintains a stable state with a 3% growth rate and an unemployment rate below 4%, which is acting as a positive factor for stock price increases.

Bitcoin is also experiencing increased expectations of an increase due to the Trump administration’s favorable stance and the possibility of ETF approval. The halving effect in 2024 is also expected to act as a mid-to-long-term factor for Bitcoin’s increase.

Other Key Stock Trends

Consumer goods companies P&G and 3M experienced stock price increases due to positive earnings announcements.

Conversely, Tesla’s stock is in a correction phase due to reduced electric vehicle subsidies from executive orders and negative public opinion towards Elon Musk.

Semiconductor data companies and storage-focused stocks have also seen gains with strong earnings, resulting in rising stock prices.

Netflix’s stock hit an all-time high due to increased subscribers and strong performance, while the AI market is emerging as a major theme following Trump’s announcement of a large-scale investment plan.

AI-related stocks such as Nvidia and Microsoft continue to maintain strong upward momentum, and despite extreme volatility, attention is focused on advanced technology stocks such as quantum computing and medical AI.

The recovery of the U.S. economy and improved investor sentiment are acting positively on the overall stock market, and Bitcoin and major tech stocks remain high-value investments.

Crafted by Billy Yang
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Tesla News and Analysis of AI, Stargate Project Controversies

Tesla and AI Market Trends

Tesla currently holds a strong presence in the autonomous driving and electric vehicle markets.
Major analyst groups such as Goldman Sachs and Wedbush have raised Tesla's stock price targets from $515 to $550, projecting that 2025 has the potential to be a golden age for Tesla.
The Trump administration is creating favorable regulations for artificial intelligence (AI) and autonomous driving technologies, which is expected to benefit technology stocks, including Tesla.

Stargate Project and OpenAI's AI Investment Plan

The U.S. government announced a $500 billion (approximately 700 trillion KRW) investment in AI technology infrastructure over four years, naming it the Stargate Project.
Major participants in this project include OpenAI, SoftBank, Microsoft, NVIDIA, and Oracle.
However, Elon Musk and his Tesla Technologies have been completely excluded from this project.

Elon Musk’s Conflict with OpenAI CEO Sam Altman

Musk's Criticism:
- Musk criticized OpenAI for concealing its financial issues, stating that SoftBank has less than $10 billion in actual cash reserves.
- He emphasized a lack of trust in OpenAI's corporate operations and CEO Sam Altman.
Sam Altman's Response:
- Altman argued for "American First" and insisted that Musk should actively cooperate with U.S. AI projects.
- Altman also emphasized that he and OpenAI prioritize U.S. national interests and justified the project.
Realities of Both Sides:

OpenAI and SoftBank promoted strong financial backing for the project, but questions were raised about whether the target funding of $500 billion would actually be secured.
This has led Musk to further criticize, and the conflict between the two could potentially lead to long-term competition in the AI market.

Tesla’s Autonomous Driving, AI Technology, and Future Outlook

Full Self-Driving Technology:
- Tesla’s Full Self-Driving (FSD) technology is currently at the highest level in the industry.
- With the commercialization of robotaxis and autonomous driving, Tesla is likely to reach a major turning point by 2025.
Cybertruck and Expanded Roadmap:
- Tesla recently launched the Cybertruck after a long delay, which is expected to bring about an innovative change in the traditional pickup truck market.
- It is preparing more product lines based on sustainable technology combined with AI.
Impact on Stock Price:

Thanks to Musk's continued investment in new technologies and AI while maintaining aggressive market expansion, Tesla has high growth potential in the long term, even if it faces short-term pressures.
Analysts report that Tesla stock is considered a "must-own stock recommended for long-term holdings."

Main Points of Interest and Key Conclusions

Tesla's Continued Growth:
- Has secured an overwhelming technological advantage over competitors in the electric vehicle and autonomous driving sectors.
- The strength of the AI and autonomous driving markets will positively impact Tesla's future performance.
Potential for Escalation of AI Conflicts:
- The conflict between Musk and OpenAI is likely to act as a significant variable in AI competition.
- Attention should be paid to how the Trump administration's AI investment direction and the Stargate Project will change the future of the U.S. AI ecosystem.

< Summary >

Tesla holds a strong position in autonomous driving and AI technology, and 2025 is likely to be its golden age.
The Stargate Project has announced a large-scale AI investment, but Tesla was excluded from the project, leading to ongoing conflicts.
Elon Musk is strongly criticizing OpenAI and Sam Altman, escalating tensions within the AI market.
In the long term, Tesla is considered a major investment due to its autonomous driving capabilities and technological innovations.