We came across a bearish thesis on RXO, Inc. on DF Research’s Substack by Keith Dalrymple. In this article, we will summarize the bulls’ thesis on RXO. RXO, Inc.’s share was trading at $13.25 as of December 1st. RXO’s trailing and forward P/E were 715.33 and 111.11 respectively according to Yahoo Finance.
Pixabay/Public Domain
RXO has come under sharp criticism from analysts who believe the company’s business model is fundamentally unsustainable and propped up by misleading...
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Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
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Put another way, that’s roughly equal to:
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
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