The Steross Market and Investing Thread

[GratefulPoke]

Cult schmult......they will more capable than a human of average intelligence first edition they have to be for liability reasons. This is the product that changes life as we know it as much as any that has came along if not more so and he is just the first to say when they are going to launch public sales.

What hat or a charity needs to be the least of your concern. 25-30% global unemployment needs to be your focus.

Tesla Optimus bots were remotely operated at Cybercab event

Tesla used humans to remotely control some capabilities of its Optimus robot prototypes at a recent event, according to people familiar with the matter.

www.latimes.com

Tesla Optimus robot takes a suspicious tumble in new demo

A new video surfacing from a Tesla demonstration in Miami this weekend shows the Optimus humanoid robot taking a nasty...

electrek.co

Ill start worrying about them when they arent remote controlled at demos by a guy in a VR headset.

 

[HacklemanPoke]

Tesla Optimus bots were remotely operated at Cybercab event

Tesla used humans to remotely control some capabilities of its Optimus robot prototypes at a recent event, according to people familiar with the matter.

www.latimes.com

Tesla Optimus robot takes a suspicious tumble in new demo

A new video surfacing from a Tesla demonstration in Miami this weekend shows the Optimus humanoid robot taking a nasty...

electrek.co

Ill start worrying about them when they arent remote controlled at demos by a guy in a VR headset.

There’s a good 60 minutes video on the update to Hyundai’s robots in Georgia.

 

[Donnyboy]

Tesla Optimus bots were remotely operated at Cybercab event

Tesla used humans to remotely control some capabilities of its Optimus robot prototypes at a recent event, according to people familiar with the matter.

www.latimes.com

Tesla Optimus robot takes a suspicious tumble in new demo

A new video surfacing from a Tesla demonstration in Miami this weekend shows the Optimus humanoid robot taking a nasty...

electrek.co

Ill start worrying about them when they arent remote controlled at demos by a guy in a VR headset.

I hear you.......it's moving fast. A few years ago the BD dog that couldn't stand up when you bumped it led the national network news.....now there are drone dog robots fighting in war and someone with the profile of Musk saying they will be for sale to the public barely moves the needle. Yesterday's headset is todays simple tasks in factories is next years do anything you ask it.

 

[GratefulPoke]

I hear you.......it's moving fast. A few years ago the BD dog that couldn't stand up when you bumped it led the national network news.....now there are drone dog robots fighting in war and someone with the profile of Musk saying they will be for sale to the public barely moves the needle. Yesterday's headset is todays simple tasks in factories is next years do anything you ask it.

I just dont buy it, anytime soon.

I use AI every day for work and it is so overblown and overbought. Its the same hype machine driving robotics.

 

[Donnyboy]

I just dont buy it, anytime soon.

I use AI every day for work and it is so overblown and overbought. Its the same hype machine driving robotics.

Today there are robots with the capability to disrupt the workforce once they show they won't kill you, I got to meet some from a group looking at data centers.....they can do complex physical moves, prepare/serve/bus meals, speak every language, do complex math on the fly, mimic your voice now. The robots in question are already working alongside humans at a factory that builds complex machines. It's coming.

 

[Big Huck]

Today there are robots with the capability to disrupt the workforce once they show they won't kill you, I got to meet some from a group looking at data centers.....they can do complex physical moves, prepare/serve/bus meals, speak every language, do complex math on the fly, mimic your voice now. The robots in question are already working alongside humans at a factory that builds complex machines. It's coming.

I buy the AI/robotics hype from a lot of other companies. Musk has been blowing smoke so long I don't buy it from him though.

 

[HacklemanPoke]

I buy the AI/robotics hype from a lot of other companies. Musk has been blowing smoke so long I don't buy it from him though.

This! Musk is a self serving aggrandized narcissistic sociopath. It’s why I made the original comment. Robotics and AI will disrupt a lot of facets of life. I for one look forward to when they become household norms to help become primary caretakers.

But Musk has spent the last two years telling us that money/wealth won’t be necessary while at the same time every move he has made financially himself is the antithesis of his propaganda. If wealth or money will have no consequence within the next decade why is he on a bender to accumulate as much wealth and not do anything to give it away today?

He overplayed his hand w electric vehicles and has lost the market. When it returns to the US and it will, Tesla automobiles will be an afterthought. So where does he build wealth in the meantime?

Overhyping his robots and grifting off the federal govt. That was his sole motivation for hitching himself to Trump and the red hatred cult are that up.

 

[Donnyboy]

I'm staying out of the politics of all of it......if it isn't Musk it's going to be someone else. I will say this....and it again ZERO politics implied here....they are at or near the front of outer atmospheric electricity generation and data storage. If they do that they win.

I think all of his work has been a profitable way to begin functioning in space. I know he has big ideas about living on mars but Tesla has a large foot in the door of with rockets, solar panels, batteries, satellite coms, and now they are going to have functional robots. He has the recipe to avoid all the red tape (I don't mean the nefarious kind I mean like local/state/fed/angry neighbor) of Earth to store and transmit data from space which will be a game changer. Realistically they are within a few years of having these guys man solar powered data installations in space.

 

[HacklemanPoke]

I'm staying out of the politics of all of it......if it isn't Musk it's going to be someone else. I will say this....and it again ZERO politics implied here....they are at or near the front of outer atmospheric electricity generation and data storage. If they do that they win.

I think all of his work has been a profitable way to begin functioning in space. I know he has big ideas about living on mars but Tesla has a large foot in the door of with rockets, solar panels, batteries, satellite coms, and now they are going to have functional robots. He has the recipe to avoid all the red tape (I don't mean the nefarious kind I mean like local/state/fed/angry neighbor) of Earth to store and transmit data from space which will be a game changer. Realistically they are within a few years of having these guys man solar powered data installations in space.

I appreciate the information and desire to keep politics out (back to that in a sec) but everything I read says scientifically humans cannot live on mars and a few articles have said that we may not be able to survive a return from a mars landing. So what then is the point other than sacrifice to gain knowledge.

IMO it’s important to view Musk through a political lens bc he made the decision to put himself in that orbit.

I’ll give him his due as he was shrewd enough to understand how to play Trump. As a result we got screwed and he knowing EVs were not his future kept his cash cow in good standing for federal dollars and avoided federal investigations.

 

[Rob B.]

Didn't know where to put this....but dang! Looks like Mullin went to the Nancy Pelosi school of insider trading.

 

[TheMonkey]

I just dont buy it, anytime soon.

I use AI every day for work and it is so overblown and overbought. Its the same hype machine driving robotics.

We overestimate what can be accomplished in one year and underestimate what can be accomplished in ten.

 

[steross]

Didn't know where to put this....but dang! Looks like Mullin went to the Nancy Pelosi school of insider trading.
View attachment 18045

Lankford:

 

[Rob B.]

Lankford:

I'm not sure if that means he's smarter or dumber than the rest.

 

[cowboyinexile]

I'm not sure if that means he's smarter or dumber than the rest.

Just means he is better at hiding assets.

 

[Rob B.]

Just means he is better at hiding assets.

OK smarter then.

 

[steross]

For those that index, do you have international exposure? One theory of indexing is that because the huge US companies are all global, there really isn't a need to obtain foreign indexes because you already have foreign exposure. That might be changing with the path we chose to take.

This is a graph of the Total US market divided by the Total world minus the US. So, it goes up when the US is outperforming and down when the US is underperforming the world. We have had a very long term upswing in US performance, and that trendline is broken. That doesn't mean that it will continue down, but it is broken and relative to the past 15 years the world is performing better than US.

Europe just started building a ‘kill switch’ for U.S. tech — and the market isn’t priced for it, says this strategist

Zoom and Microsoft are among those companies that could lose business as Europe seeks tech sovereignty, says Matthew Tuttle

www.marketwatch.com

Europe just started building a ‘kill switch’ for U.S. tech — and the market isn’t priced for it, says this strategist​

“The main event is this: the world is building optionality away from U.S. policy and platform dependence. And once you see it, you can’t unsee it — because it’s showing up in procurement decisions, supply chains, defense budgets, and capital flows,” Tuttle says.

This trend has meant big gains for European defense stocks for example, as the Trump administration is no longer seen as a reliable military ally. But there is another important shift underway, Tuttle reckons: “It’s digital sovereignty — and it’s quietly becoming the civilian version of rearmament.”

From Europe’s perspective, digital sovereignty means that if relations with the U.S. worsen then communications and core systems can’t just be turned off. “If alliances wobble, we control our own pipes,” he believes is the continent’s thinking.

And this is not just theory. France is pushing state workers to stop using Zoom to “guarantee the security, confidentiality and resilience of public electronic communications.” And Tuttle notes that the German state of Schleswig-Holstein has been moving public-sector workflows away from Microsoft-dependent infrastructure toward open-source / European-controlled solutions.

“If defense is Europe’s ‘hard power’ rebuild, EuroStack-style thinking is the ‘soft power’ rebuild: a push toward a European-controlled tech stack across compute, cloud, security, and apps,” says Tuttle.

 

[steross]

The above chart almost gives the appearance that the US just always outperforms. That isn't the case. I can't pull them up now, but in the more distant past there have been very long periods of US underperformance also.

 

[Bowers3]

For those that index, do you have international exposure? One theory of indexing is that because the huge US companies are all global, there really isn't a need to obtain foreign indexes because you already have foreign exposure. That might be changing with the path we chose to take.

This is a graph of the Total US market divided by the Total world minus the US. So, it goes up when the US is outperforming and down when the US is underperforming the world. We have had a very long term upswing in US performance, and that trendline is broken. That doesn't mean that it will continue down, but it is broken and relative to the past 15 years the world is performing better than US.

View attachment 18225

Europe just started building a ‘kill switch’ for U.S. tech — and the market isn’t priced for it, says this strategist

Zoom and Microsoft are among those companies that could lose business as Europe seeks tech sovereignty, says Matthew Tuttle

www.marketwatch.com

Europe just started building a ‘kill switch’ for U.S. tech — and the market isn’t priced for it, says this strategist​

“The main event is this: the world is building optionality away from U.S. policy and platform dependence. And once you see it, you can’t unsee it — because it’s showing up in procurement decisions, supply chains, defense budgets, and capital flows,” Tuttle says.

This trend has meant big gains for European defense stocks for example, as the Trump administration is no longer seen as a reliable military ally. But there is another important shift underway, Tuttle reckons: “It’s digital sovereignty — and it’s quietly becoming the civilian version of rearmament.”

From Europe’s perspective, digital sovereignty means that if relations with the U.S. worsen then communications and core systems can’t just be turned off. “If alliances wobble, we control our own pipes,” he believes is the continent’s thinking.

And this is not just theory. France is pushing state workers to stop using Zoom to “guarantee the security, confidentiality and resilience of public electronic communications.” And Tuttle notes that the German state of Schleswig-Holstein has been moving public-sector workflows away from Microsoft-dependent infrastructure toward open-source / European-controlled solutions.

“If defense is Europe’s ‘hard power’ rebuild, EuroStack-style thinking is the ‘soft power’ rebuild: a push toward a European-controlled tech stack across compute, cloud, security, and apps,” says Tuttle.

I think I've been in these for a year or two now.

 

[Donnyboy]

The above chart almost gives the appearance that the US just always outperforms. That isn't the case. I can't pull them up now, but in the more distant past there have been very long periods of US underperformance also.
View attachment 18226

A very wise very rich man told me once to never throw money across the ocean you can’t lose. It’s a mess but our economy drives the world. You have to be smarter than I am to invest in global companies that don’t have enough of a stake in the US that if we tank they don’t. There may be short term shelters but all settles here in the end. That why we can be so far in debt and be taken seriously.

 

[steross]

A very wise very rich man told me once to never throw money across the ocean you can’t lose. It’s a mess but our economy drives the world. You have to be smarter than I am to invest in global companies that don’t have enough of a stake in the US that if we tank they don’t. There may be short term shelters but all settles here in the end. That why we can be so far in debt and be taken seriously.

That’s why I stick to indexes mostly. The point of the article was there is a chance of the world detaching some because we are now a risk we weren’t before. Possible our economy quits driving the world, at least as much.