Seven Sisters of U.S. Stocks on August 12

$Tesla(TSLA.US)

Tesla (TSLA) closed at 339.03 points,
Meta Platforms Inc (META) closed at 765.87 points,
Microsoft Corporation (MSFT) closed at 521.77 points,
Amazon (AMZN) closed at 221.3 points,
NVIDIA Corporation (NVDA) closed at 182.06 points,
Apple (AAPL) closed at 227.18 points,
Google A (GOOG) closed at 201 points,

Tesla's Dojo supercomputer is not an ordinary hardware project; it can be described as a "moonshot"—a bold attempt to build a specialized supercomputer dedicated to solving AI problems. However, Tesla is disbanding the Dojo project team, indicating that Dojo has come to a complete end. Under the triple pressures of core talent loss, yield bottlenecks in wafer-level packaging, and rapid iteration of external GPU technology, its high R&D costs and uncertain commercial returns ultimately became unsustainable. Against this backdrop, we remain optimistic about new-generation chip architectures such as wafer-level integrated chips and coarse-grained reconfigurable architectures, which are expected to improve AI computing efficiency and flexibility once manufacturing bottlenecks and yield issues are overcome.

What was the ambition of the Dojo architecture? The design philosophy of Dojo was extreme optimization—stripping away general computing functions to create a streamlined, massively parallel training "beast." What lessons can be learned from Dojo's failure? Dojo's forward-looking design was also its weakness. Its failure was not due to a single technical issue but the result of three underlying factors:

1) Talent loss. Complex technologies require deep knowledge reserves.
2) Yield defects.
3) A strategic shift toward practicality.

Elon Musk's announcement to halt the Dojo supercomputer project was not a temporary decision but the result of multiple overlapping factors. The primary reasons behind it were technical bottlenecks, cost pressures, and core talent loss, which ultimately led the company to abandon its in-house supercomputer development.

In the past 30 days, a total of 14 institutions have issued research report ratings for the stock: 7 buy ratings, 4 sell ratings, and 3 hold ratings. The average institutional target price over the past 30 days was $Tesla(TSLA.US) with a target price of $410. According to TipRanks data, the analyst has a one-year win rate of 52.6% and an average return of 4.6%.