🌟 Editor's Note
Welcome to another exciting day in the vibrant tech ecosystem! i’ve got a packed newsletter full of insights, events, and analysis.
🚀 Powering the Future: AI Chips, EV Momentum, and Next-Gen Nuclear
-AMD Deepens AI Partnership with Cohere
Advanced Micro Devices (NASDAQ: AMD) is expanding its partnership with Cohere, integrating its Instinct GPUs into Cohere’s LLMs and NLP tools. The move boosts enterprise AI performance, lowers costs, and supports the development of sovereign AI systems for governments worldwide.
AMD will also use Cohere’s North AI platform internally, strengthening its own AI capabilities.
📈 Outlook: Wall Street rates AMD a Moderate Buy. At $187.73, analysts see ~17.6% upside as AI partnerships drive growth.
-Tesla Shows Signs of Recovery in Europe
After months of declines, Tesla (NASDAQ: TSLA) is seeing a turnaround in Europe. In the 10 countries tracked by Piloly—representing ~60% of the EU EV market—sales are up 6.3% quarter-over-quarter with one week left in Q3.
📊 Highlights:
5,500 registrations for the week of Sept. 15–21, up 25.3% week-over-week.
Best week of Q3 for Tesla in Europe.
Still, year-to-date sales remain down ~20% across the region.
⚡ Outlook: Strong weekly momentum could signal stabilizing demand despite pricing pressure, competition, and mixed public sentiment toward Elon Musk.
-Big take
Oklo: A Nuclear Bet Worth Watching
Oklo (NYSE: OKLO), backed by Sam Altman, is building small fast reactors aimed at powering data centers and sovereign grids. With a massive 12 GW pipeline deal with Switch and plans to bring its first reactor online by 2027, the company is positioning itself at the center of clean, always-on energy.
🔼 Bull Case:
Strong demand from AI-driven data centers needing reliable, carbon-free power.
Partnerships and LOIs totaling over 1 GW show real market appetite.
Unique fuel recycling tech could lower costs and secure supply.
Supportive policy tailwinds for advanced nuclear.
🔽 Bear Case:
No revenue yet; highly capital-intensive business.
Nuclear projects often face delays, regulatory hurdles, and cost overruns.
Competition from renewables and other SMRs.
Stay tuned- the next issue drops tomorrow!
Till next time,