Latest news with #BrynTalkington
Yahoo
23-05-2025
- Automotive
- Yahoo
Tesla (TSLA) Will No Longer Be Seen as 'Just' an Automaker, Investor Says
"In the next few years," Tesla, Inc. (NASDAQ:TSLA) will no longer be viewed as "just" an automaker, well-known investor Bryn Talkington said recently on CNBC. Talkington tremendously praised the automaker's self-driving technology and what she called its "manufacturing expertise." A frequent guest on CNBC who owns TSLA stock, Talkington is a managing partner of Requisite Capital Management. Talkington noted that she owns a Tesla EV and said that it takes her between her house and the airport without her having "to touch it." Despite reports of the self-driving technology occasionally making major mistakes on the road, Talkington suggested that she has not seen it make any significant errors although she uses the self-driving system "all the time." At some point, many owners of Tesla's EVs are going to pay $99 per month to use the technology, she said, Talkington noted that Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk talked extensively about the company's upcoming humanoid robots in a recent interview. Given Tesla, Inc. (NASDAQ:TSLA)'s autonomous-vehicle efforts and its extensive humanoid-robot program, TSLA will over the longer term no longer be seen as just an automaker, the investor believes. Finally, the company's "manufacturing expertise" is "underestimated," Talkington contended. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSLA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
23-05-2025
- Automotive
- Yahoo
Tesla (TSLA) Will No Longer Be Seen as 'Just' an Automaker, Investor Says
"In the next few years," Tesla, Inc. (NASDAQ:TSLA) will no longer be viewed as "just" an automaker, well-known investor Bryn Talkington said recently on CNBC. Talkington tremendously praised the automaker's self-driving technology and what she called its "manufacturing expertise." A frequent guest on CNBC who owns TSLA stock, Talkington is a managing partner of Requisite Capital Management. Talkington noted that she owns a Tesla EV and said that it takes her between her house and the airport without her having "to touch it." Despite reports of the self-driving technology occasionally making major mistakes on the road, Talkington suggested that she has not seen it make any significant errors although she uses the self-driving system "all the time." At some point, many owners of Tesla's EVs are going to pay $99 per month to use the technology, she said, Talkington noted that Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk talked extensively about the company's upcoming humanoid robots in a recent interview. Given Tesla, Inc. (NASDAQ:TSLA)'s autonomous-vehicle efforts and its extensive humanoid-robot program, TSLA will over the longer term no longer be seen as just an automaker, the investor believes. Finally, the company's "manufacturing expertise" is "underestimated," Talkington contended. While we acknowledge the potential of TSLA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSLA and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-05-2025
- Business
- Yahoo
Prominent Investor Is Bullish on META Stock
Meta Platforms Inc (META) is "making huge inroads" in the advertising market, and META stock is "cheap," well-known investor Bryn Talkington recently asserted on CNBC. A frequent guest on CNBC, Talkington is a Managing Partner of Requisite Capital Management. Meta Platforms Inc (META) Continues to Make Progress in the Ad Market, Talkington Says "Instagram continues to be such a behemoth of advertising," Talkington said. On Instagram, Meta is using AI to generate more clicks and purchases, she asserted. The latter approach "has been incredibly successful," the investor stated. Other Reasons Why META Stock Is Attractive, According to Talkington META is "a free cash flow juggernaut," the investor believes. Moreover, the shares are cheap, and Meta Platforms Inc (META) has "a ton of cash," she said. The Recent Price Action of META Stock In the last month, the shares have jumped 31%, while they have fallen 13% in the last three months. While we acknowledge the potential of META, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than META but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
16-05-2025
- Business
- CNBC
Trade Tracker: Bryn Talkington reveals her Tesla options Trade
Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to detail her options trade in Tesla.
Yahoo
13-05-2025
- Business
- Yahoo
Palantir Technologies Inc. (PLTR) is Attractive, Based on the 'Rule of 40,' Prominent Investor Says
Although Palantir Technologies Inc. (PLTR) stock has a "nosebleed" valuation, it does look attractive, based on the well-known "Rule of 40," prominent investor Bryn Talkington said during an appearance on CNBC. The Rule of 40 uses a different criterion than traditional valuation metrics to determine whether to buy stocks. But Talkington, who owns Palantir Technologies Inc. (PLTR) stock and is a Managing Partner of Requisite Capital Management, also suggested that PLTR was not attractive from a technical perspective at this point. Assessing PLTR With the Rule of 40 The rule calls for adding companies' year-over-year revenue growth to their operating margins. If the sum exceeds 40, the firm is considered to be "great," Talkington said. Palantir's result was 83, she reported. Other Reasons to Be Upbeat About Palantir Technologies Inc. (PLTR) Investors will continue to look to buy PLTR because of its exposure to AI, the investor said. Moreover, its commercial revenue jumped 19% last quarter, compared with Q4, Talkington noted. Reasons To Be Cautious on PLTR The stock is now close to its 150-day moving average and has formed a double bottom, she said. Both of those developments would be viewed by many as negative from a technical perspective. And Talkington advised those who don't own the shares to consider the stock's technical status before buying them. While we acknowledge the potential of PLTR, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PLTR but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey Sign in to access your portfolio
