r/thetagang
Why are you people still buying all the AI hype on US stocks when the US cannot even produce electric vehicles?
Author claims US AI stocks are pure hype due to EV failure and asserts China is 10 years ahead in tech.
- US tech sector lacks fundamental manufacturing competitiveness as evidenced by EV struggles.
- Current AI rally is driven by imagination rather than viable long-term execution.
- China holds a significant 10-year technological lead in AI and robotics sectors.
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It's all hype. It cannot compete in EV's so now it hypes AI, humanoid robots, space travel etc. You are buying imagination and idea which will fail again in a couple of years because China is already at least 10 years ahead in all of these and accelerating.
Ok, Chinese propaganda bot, whatever you say.
You sound like a bot. Who seriously wouldn't know what island is referenced above?
No one wants to buy corrupt Chinese stocks. The Chinese economy is a mess and I don't recommend throwing rocks from glass houses.
Fuck man they're trying to open up the quarry inside of a glass house.
Why is this troll still here?
Our ruling class doesn’t think it’s important enough to continue using government funds and would rather spend that on bombs and Israel. Their priorities are elsewhere other than scientific research outside of potential military capabilities
Indeed.
What is the big deal with ISS or CSS? They're not exactly new or particularly significant in any way. Now we've got moon missions and Mars missions. Surely the likes of BeiDou and StarLink and SpaceX are much more relevant today.
What is the big deal with ISS or CSS? They're not exactly new or particularly significant in any way. Now we've got moon missions and Mars missions. Surely the likes of BeiDou and StarLink and SpaceX are much more relevant today.
Yes exactly! The fear America half way across the world. NOT China next door.
"china is ahead"
Literally everything you listed was innovated in the US that china just copied.
Stay off the tiktok.
I don’t see what electric vehicles have to do with AI in this context. Because were not good at one thing, were automatically going to be bad at something unrelated? Doesn’t make sense to me.
Also, I’m not going in with some overarching theory of the market. I just want good premiums on CSPs so I can make a little extra money every month.
At least 10 years ahead is ridiculous buddy, if they were 10 years ahead they wouldn’t be poaching OpenAI employees
I've been to china and pretty amazing. They took advantage of tech well, they implemented it to benefit lives too.
Tesla sells the most EVs (Since BYD sales have dropped)
SpaceX clearly has lead in space.
China has thousands of humanoid robot companies, but 99% of the robots are remote controlled toys. Tesla has been keeping Optimus V3 on the down low, but been confirmed Tesla has parts ordered to produce Optimus 2k per week at year end. Then Figure that is making robots, though unsure how well they work.
US is clearly in the lead in AI chips, LLMs, and AI platform (PLTR)
The CCP has made China AI lead look like it is ahead, but much like Russia touted it's military strength before the Ukraine war... it was all fluff and no substance.
China isn't ahead in anything you listed. Maybe it can be argued ahead in humanoid robots, but that will change as Tesla ramps Optimus.