On May 12, Jeff Kilburg of KKM Financial and Dan Ives of Wedbush Securities appeared together on CNBC to discuss AI, cybersecurity and mega-capitaine technology, in particular when technological actions soar while the American tariff agreement increases market confidence. Jeff Kilburg first identified the technological software sector as the main beneficiary of the recent market break in the midst of optimism and earnings, and stressed that the markets are largely positive. He noted that many investors have underestimated the speed with which a trade agreement in China would materialize and contrast it with the British agreement, which should be a slower and provisional model. Kilburg suggests that faster competition could continue and benefit several software companies, which have been overlooked due to the accent on the MAG7. Dan Ives concluded the point of view of Kilburg, but distinguished Nvidia as the largest beneficiary of the break, in particular given her exposure prior to the prices of China. He referred to the current AI revolution and the sharp increase in AI actions and described the current environment as a dream scenario for technological investors. Ives forecasts new heights for technology and the larger market. He also described a “golden age” for cybersecurity stocks, who act as secondary beneficiaries of AI growth.
On a question on the impact of the emphasis placed by the administrator on the reduction of federal spending and debt, in particular for companies which draw substantial income from government contracts, Kilburg replied that this budgetary discipline is in fact positive for software companies because it could stimulate more expenses to effective software solutions. Kilburg also addressed the sectors to avoid or be careful in the environment of the current market. He suggests cutting public services, which have been a safe refuge but which can now be less attractive. He stresses that the VIX volatility index falling below 20, which is a big change compared to more than 60 years in April, indicates a reduced fear of the market and increased confidence of investors. This suggests a market environment favoring higher and growing investments rather than defensive games.
We have first switched to the test the screening of actions, ETFs and financial media reports to compile a list of the main technological actions which have increased by more than 15% in the last 3 years. We then selected the 13 actions that were the most popular from the elite hedge funds and that analysts were optimistic. The actions are classified in ascending order of the number of hedge funds which contain issues, in the fourth quarter of 2024.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (sEe more details here).
Jim Cramer on Tesla, Inc. (Tsla) – “Absolutely start a job! Tesla is not only a automotive business – it’s a tech titan”
CAGR of income at 3 years: 15.46%
Number of hedge holders: 126
Tesla Inc. (Nasdaq: tsla) designs, develops, manufactures, praises and sells electric vehicles and energy production and storage systems. Its automotive segment offers electric vehicles and related services and products. While the energy production and storage segment is engaged in the design, manufacturing, installation, sale and rental of energy production and energy storage products and related services.
According to Claudio Afonso d’Ev, sales of new Tesla vehicles in China dropped 58% compared to the previous week and 69% from one year to the next during the second week of May, which has been the lowest level since January. However, on May 13, analyst Colin Langan by Wells Fargo maintained a sales rating on action with a price target of $ 120. Tesla Inc. (Nasdaq: TSLA) is also faced with challenges in Europe, with a drop in vehicle registration on key markets such as the United Kingdom and Germany.
The company is trying to stimulate American sales by introducing a cheaper model, Y. Musk recently declared that the company focuses on the writing of Robotaxis in Austin in June, with an initially supervised autonomy resolved for the Y model in Austin. It plans to extend this ability to many other American cities by the end of 2025. Although the speed of exact power can not be predicted, Musk is convinced that millions of Tesla vehicles will work entirely independently in H2 2026.
JDP Capital Management has launched a new basic position in the company and declared the following concerning Tesla, Inc. (Nasdaq: TSLA) in its Q4 2024 Investor letter::
“Tesla, Inc. (Nasdaq: TSLA) is a new basic position of which I spoke in the letter of half a year of 2024. The action increased by 115% in 2024. We benefited from the schedule of June 2024 from our purchase, the purchase after the action had decreased by around 30% in the first part of the year.
Overall, tsla rank 4th On our list of the best technological actions to buy for long -term investments. While we recognize the TSLA growth potential, our conviction lies in the conviction that AI actions are very promising for providing high yields and doing it within a shorter period. There is a stock of AI that has increased since the beginning of 2025, while the popular AI shares have lost around 25%. If you are looking for a more promising stock of AI than TSLA but which is negotiated within 5 times its income, consult our report on this subject Stock ai the cheapest.
