According to @garyblack00, the next major TSLA catalyst is the removal of safety monitors in robotaxis, signaling an imminent scale-up, with Elon Musk targeting Austin by year-end 2025; traders should watch for confirmation of safety monitor removal as a timing trigger, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, he currently holds no TSLA and maintains a neutral stance, staying on the sidelines due to what he views as stretched valuation that already discounts solving unsupervised autonomy alongside competitors such as GOOG, BIDU, PONY, WRD, and AMZN, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, despite extended valuation, TSLA is not a good short candidate and he does not short great companies, indicating a wait-for-catalyst approach rather than bearish positioning, source: @garyblack00 on X, Dec 19, 2025.

According to @garyblack00, unsupervised autonomy is becoming table stakes for automakers, with GOOG at about 450,000 completed unsupervised autonomous rides per week and BIDU at about 250,000 per week, positioning TSLA, GOOG, and BIDU as current leaders; source: @garyblack00 on X, Dec 11, 2025. He adds that RIVN, PONY, WRD, and AMZN are expected to launch unsupervised autonomous ride-hailing platforms in 2026, framing 2026 as a key competitive timeline; source: @garyblack00 on X, Dec 11, 2025. The post does not discuss cryptocurrency market impacts; source: @garyblack00 on X, Dec 11, 2025.

According to DeepLearning.AI, Baidu announced Ernie-4.5-VL-28B-A3B-Thinking as an open-weights MoE vision-language model positioned as low cost and topping many visual reasoning tasks, source: DeepLearning.AI. The same post states Baidu also debuted Ernie-5.0 as a proprietary natively multimodal model with 2.4 trillion parameters, source: DeepLearning.AI. The post provides a learn-more link but no benchmark tables, release dates, pricing, or crypto or blockchain integrations, framing this as a headline catalyst to monitor rather than a deployable product update for traders, source: DeepLearning.AI. Equity traders can watch Baidu listings BIDU and 9888.HK for sentiment around AI roadmap progress, while crypto traders can note the AI narrative headline with no token-specific signal cited, source: DeepLearning.AI.

According to @CNBC, Baidu is emerging as a major AI chip player in China to fill the Nvidia gap (source: CNBC). This characterization signals a potential shift in domestic AI compute supply that equity traders may use to reassess exposure to China AI names, with BIDU and peers in focus; the post does not provide financial metrics or timelines (source: CNBC). The source does not mention cryptocurrencies, so no direct crypto market impact is cited (source: CNBC).

According to @StockMKTNewz, citing The Wall Street Journal, Alphabet-backed Waymo (GOOGL) and Baidu’s ApolloGo (BIDU) plan to launch robotaxi services in the United Kingdom in 2026. Source: @StockMKTNewz on X; The Wall Street Journal. According to @StockMKTNewz, this would mark the first direct competition between US and China self-driving startups in the same market, creating a dated catalyst for UK autonomous-vehicle deployment. Source: @StockMKTNewz on X. From a trading perspective, the 2026 UK launch timeline provides a clear event to monitor for GOOGL and BIDU equity sentiment; the source does not mention any cryptocurrencies. Source: @StockMKTNewz on X; The Wall Street Journal.

According to @StockMKTNewz, Prospero AI’s Short Term bull list currently features Baidu (BIDU), Salesforce (CRM), Netflix (NFLX), Alibaba (BABA), Meta Platforms (META), Eli Lilly (LLY), Google/Alphabet (GOOGL), Enersys (ENS), Intel (INTC), and MercadoLibre (MELI), indicating a near-term bullish signal on these tickers for momentum-focused traders (Source: @StockMKTNewz on X, Nov 12, 2025). For crypto traders, periods led by mega-cap tech strength have historically coincided with tighter positive co-movements between Bitcoin (BTC), Ether (ETH), and equities, so any sustained rallies in META, GOOGL, INTC, and NFLX could have spillover risk-on effects to digital assets (Source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, Jan 2022).

According to @garyblack00, the next major TSLA catalyst is removing safety monitors from roughly 150 Robotaxis, a step he says would signal imminent scale-up with Elon Musk targeting Austin, Texas by year-end (source: @garyblack00). Community FSD tracking shows v14.x nearing ~4,000 miles per critical disengagement, about 10x v13.x across ~1,100 participants, highlighting improving reliability for trading models and risk assessment (source: teslafsdtracker.com; @garyblack00). He adds that other players including BIDU, PONY, WRD, and GOOG may reach unsupervised autonomy, and he states GOOG is already operating at that level in certain contexts, which could shape relative positioning trades across AV equities (source: @garyblack00). For traders, the concrete triggers to watch are confirmed removal of safety monitors in Austin and sustained v14.x reliability gains as tracked by the community dataset, which he frames as indicators of scale-up readiness (source: @garyblack00; teslafsdtracker.com). Crypto market impact: the source provides no direct crypto linkage (source: @garyblack00).

According to @garyblack00, Tesla’s October global volumes are down an estimated 30-35% year over year, challenging the bull narrative that pivots to unsupervised autonomy and humanoid robots instead of core EV execution, source: @garyblack00. According to @garyblack00, over 70% of TSLA profits still come from EVs and BYD is the only other automaker profitably scaling EVs, underscoring that fundamentals remain EV-centric, source: @garyblack00. According to @garyblack00, autonomous ride‑sharing is a commodity business where Chinese leaders such as Baidu, Pony.ai, and WeRide are already delivering roughly 450,000 paid fully autonomous rides per week and plan to license their tech broadly, source: @garyblack00. According to @garyblack00, most sell‑side models assign less than 5% of 2030 revenue to robotaxi and almost none to humanoid robots, making TSLA’s 200x+ forward P/E difficult to justify in a crowded autonomy market, source: @garyblack00. According to @garyblack00, traders should consider downside multiple risk for TSLA and potential relative strength in China AV‑exposed names like BIDU while monitoring spillover to high‑beta risk sentiment including BTC and ETH during TSLA headline volatility, source: @garyblack00.

According to @StockMKTNewz, Jim Cramer stated that Alibaba (BABA) should be owned before Baidu (BIDU), ranking BABA as the first choice and BIDU as the second among Chinese stocks (source: @StockMKTNewz). For traders, this establishes a clear preference ranking that can inform relative positioning between BABA and BIDU within Chinese ADR exposure (source: @StockMKTNewz). The statement did not reference cryptocurrencies, and no direct crypto-market impact was cited in the source (source: @StockMKTNewz).

According to Michael Burry Stock Tracker (@burrytracker), Baidu (BIDU) has gained approximately 4–6% year-to-date as the company emphasizes its AI business. However, trading data shows fundamental weaknesses: ad revenue is down 6% year-over-year and adjusted EPS has dropped 7% YoY. Although Baidu's cloud division reported strong 40% growth, it remains insufficient to offset declines in core segments. Michael Burry is reportedly betting that Baidu's AI investments will not translate into profits quickly. For crypto traders, lagging profitability in major Chinese tech stocks like Baidu signals that institutional capital may remain cautious about rapid AI-driven rallies in both equities and related AI crypto tokens. Source: @burrytracker on Twitter, June 19, 2025.