Rachel Warren, investment analyst who covers physical AI and healthcare robotics, and Matt Frankel, long-term focused investment analyst, discuss Elon Musk's Terafab announcement and its audacious chip-fab vision. They debate feasibility and technical hurdles. They also highlight secular growth themes like quantum computing, energy swings, and surgical robotics to watch going forward.
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insights INSIGHT
Treat Geopolitical Market Moves As Noise
Volatility from geopolitical events is usually noise, not permanent damage to quality companies.
Rachel warns the Iran situation may be fragile and temporary, so long-term investors should focus on fundamentals, not hourly headlines.
volunteer_activism ADVICE
Use Volatility To Rebalance Not Panic
Build a diversified, quality-focused portfolio to withstand shocks and avoid trying to time the market.
Jon advises using volatility to rebalance and buy quality companies at a discount rather than reacting to fear.
insights INSIGHT
TeraFab Aims For A Nation Worth Of Compute
TeraFab is a $25 billion vertically integrated JV between Tesla, SpaceX, and XAI aiming to produce one terawatt of AI compute annually.
Rachel says 80% of output is planned for space-based AI satellites and much will power Tesla robots and robo-taxis.
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The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The roller coaster ride with oil prices. -How to maintain a long-term perspective. -Elon Musk’s galactic ambitions with his Terafab project. -Long-term growth trends our analysts love. Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson & Johnson (JNJ), Occidental Petroleum (OXY) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Bart Shannon
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