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Follow the dynamics of the coin! Goldman Sachs VIP Stocks List Revealed: Tesla Tops Top 50 Companies
This month, several Hedge Funds disclosed stocks of other listed companies that they had bought and sold in the second quarter in a reserve document filed with Regulatory Institutions.
As a result, Goldman Sachs has compiled a list of Stocks that increased the most in the second quarter of a Hedge Fund. Known as the Very Important Position List, the 50 stocks with the highest frequency available in the previous ten Hedge Funds Hold Positions are recorded. Goldman Sachs uses this list as a key tool for tracking the movement of emerging funds.
Beef has compiled a list of Goldman Sachs VIP Stocks for reference by fellow investors:
According to Goldman Sachs Research Reports, only 16 new shares were added to the VIP Stock Stock List this year (corresponding to the previous quarter, including: $Affirm Holdings(AFRM.US)$ 、 $Advanced Micro Devices(AMD.US)$ 、 $Mr. Cooper Group(COOP.US)$ 、 $Frontier Communications(FYBR.US)$ 、 $Insmed(INSM.US)$ 、 $KKR & Co(KKR.US)$ 、 $Merus(MRUS.US)$ 、 $Oracle(ORCL.US)$ 、 $Reddit(RDDT.US)$ 、 $Skechers USA(SKX.US)$ 、 $SharkNinja(SN.US)$ 、 $Tesla(TSLA.US)$ 、 $UnitedHealth(UNH.US)$ 、 $DoorDash(DASH.US)$ 、 $Vertiv Holdings(VRT.US)$ und $Western Digital(WDC.US)$ 。
Beyond that, Hedge Funds changed direction in the second quarter against the Magnificent 7, adding to their overall Hold Positions on the Group following the decline of most of the past two years. Shares in the Hedge Funds Multi-Tier Investment Portfolio increased from 11.8% in Q1 to 12.8% in Q2.
However, Funds are no different in the inner circle of US stocks. Hedge Funds Increased $NVIDIA(NVDA.US)$ 、 $Amazon(AMZN.US)$ 、 $Apple(AAPL.US)$ und $Tesla(TSLA.US)$ , cut at the same time $Meta Platforms(META.US)$ und $Alphabet-A(GOOGL.US)$ Hold Positions. AMZN is also the top stock in this quarter's list of VIP Stocks, $Tesla(TSLA.US)$ Joined the list for the first time since 2022.
Notably, Tesla is one of the most underperforming companies in the top seven per cent of US shares this year, with a 14% year-on-year drop.
However, it is no less important to recognize that due to the rapid development of AI, autopilot+Robotics will be an important development direction in the future. NVIDIA CEO Wang said that the next decade will be the era of Robotics and Self-Driving Cars.
To that end, one way Tesla plans to drive momentum in the field of artificial intelligence is through innovations in other areas of autonomous driving. Tesla will introduce autonomous driving into the Tesla ecosystem, primarily by providing technical services in consumer-bought Tesla Cars, and through the creation of a robotic Robotics rental fleet through the creation of one.
Musk has previously taken part in a Tesla powder event called “X Takeover” online. In this visit, it is clear that if Tesla can successfully execute similar blueprints in the fields of Human Robotics (Optimus and Robotaxis), the company is expected to be valued at $25 trillion to $30 trillion, a figure that is the same as the current Market Cap in 2030. Instrument View:
Tesla's Ultimate Valuation: Musk has re-applied for Tesla to successfully run the Optimus Robotics Project, which could be valued at $25 trillion to $30 trillion.
Pyramid Robotics (Optimus): Considering Tesla to be the biggest product in history, it is diving into the digital table in the market. Musk envisions generating $1 billion in annual revenue and generating as much as $30 trillion in annual revenue, and the transformation will be Superfast Automated Driving (FSD).
Robotaxis: Tesla will operate a mixed-mode fleet of self-driving cars, some of which are owned by Tesla and some will be joined by the main bike, such as Uber Technologies (Uber+Airbnb).
Artificial Intelligence (AI): Musk describes AI's progress as a “supersonic tsunami,” saying it will bring huge prosperity, but also bring profound challenges about AI security and what it means for human existence.
Starship: The core goal is to achieve full and rapid reuse to drastically reduce the cost of space transportation, with the ultimate goal of making humans a multi-planetary species, providing backup for “consciousness”.
Brain-computer Interface (Neuralink): The short term goal is to solve standard problems and to solve serious medical problems. In the long term, the long-term vision is to achieve a form of human life through technologies such as the Concept of Mental Sensitivity, to provide a form of eternal life.
Technology Collaboration: Pillar Robotics will replicate Tesla Cars' automated driverAI computer and battery computer and battery technology to realize the synergies of companies in the fields of computing, energy and manufacturing.
Long-term challenges: Musk acknowledges that in the future of AI and Robotics, the greatest challenge facing humankind may be the idea of finding life.”
What is not to be seen is that Tesla's current car model is ageing, competition jitters and the Moscow political scene is far from plunging sales due to buyer challenges.
Tesla is currently in the midst of a turnaround, hoping to shift from the Electric Vehicle Industry to Robotics Rental Cars and Humanoid Robotics, while positioning itself as AI and Robotics companies as non-traditional car manufacturers. It is important for investors to note that the market is expected to open at the end of September with a fixed goal of the year, AI Day, and the development of Robotics and autonomous driving will focus on the development of Robotics and autonomous driving.
