Hello, this is LA Religion. Subscriptions, likes, and setting notifications greatly support our videos. Today, we will discuss topics such as the Tesla robot reaching a price of $50,000 separately, and we will also talk about the overwhelming demand for Optimus. The trend of rising unemployment is emerging, leading to the assumption that interest rates will eventually be lowered. We will cover various news about Tesla, the macro situation in the United States, so please stay tuned. Let's start by looking at the overall flow of the US stock market. If we all look at the map together, in summary, we can say that today's US market has continued in a calm manner. As you can see, there isn't much significant change in both small and large stocks. Among them, Nvidia and Amazon have slightly increased by about 2% or decreased.

That was the kind of situation where there wasn't a huge amount of damage. Let's take a look at our Microsoft. If you look at Microsoft in the top left corner, it went up by 0.18% today, gradually increasing. Now, looking at Apple, it has risen slightly by 0.25%. And today, NVIDIA dropped by 2.18%. So, NVIDIA's fluctuations are quite significant. Lately, because it has been rising so steeply, how does it affect people's psychology? Some might think, Has it risen too much? and quickly decide to sell now to realize profits and buy other stocks, or they might wait and hold their position. Typically, in the United States or especially in Korea, there is a lot of short-term trading. Even in the United States, there are hedge funds and many individuals who engage in short-term investments because.

Hedge funds now need to show performance as they operate by taking customers' money. So, in this context, they buy and sell a lot. For example, Nvidia has risen excessively, so some are realizing profits, selling stocks that have dropped a lot, or holding cash to wait a bit longer. Nvidia is currently in this situation, with some selling off and taking a break. Google is steadily up by 0.72% to 1.14%, Amazon has also risen significantly from yesterday to today by 2.08%. Tesla is up by 0.53%, similar to yesterday, in today's market.

There was a segment that rose significantly, but then it dropped. Anyway, currently, the market's overall emotion and sentiment are still fearful. However, today the unemployment rate was released, and it came out unfavorably. When something like the labor market starts to freeze up, there could be a faster rate cut by the Fed. With such expectations, the market seems to be recovering and wrapping up nicely. Now, let's take a look at the core news of Wall Street and check the overall market environment. First of all, the news today is that the number of unemployment benefit claims has been announced, and it has risen significantly again. So, this is now a warning.

The sign has dropped, and the U.S. labor market is easing. Isn't it like this? Originally, what was it? Now it's a soft landing. The labor market used to be solid, but the number of initial jobless claims is a very significant figure. So, what is the initial jobless claim? I'm not sure if Korea has something like that, but in the U.S., when you lose your job, in fact, if they just tell you not to come from tomorrow, you become unemployed immediately. Then, those people just go to a place nearby in the neighborhood where they can apply for unemployment benefits, saying they are unemployed. Then, after going through various procedures, they receive some compensation from their salary. So, unemployed people are told not to starve and to endure for now.

There is a side to it. Anyway, if you look at the numbers now, well, look at the pink piece on top. Nearly 1.84 million have applied now, so you can think that about 1.84 million people have applied. It's a lot, right? About 1.84 million per week. But the thing is, last week it was 1.82 million, so it's close to about 20,000 more. This way, it is gradually increasing. This is what is being conveyed to the market today, that the labor market is gradually getting worse. And 4 we moving, so when you divide the number of weekly unemployment claims into four-week periods, it is evaluated as showing the highest level since September 2023. Also, currently, the number of unemployment claims is showing the highest figure since November 2021.

I'm talking about claiming unemployment benefits. When a person becomes unemployed, they can look for another job before applying for unemployment benefits, right? If they find another job, they won't apply for unemployment benefits. But nowadays, people who become unemployed apply for jobs elsewhere and get re-employed immediately. In the past, the job openings were decreasing gradually, but now, it seems that the trend of getting re-employed elsewhere right after becoming unemployed is decreasing. Therefore, the expectations have risen significantly after November 2021. Would you like to take a look at the graph on the left? If you look at the graph on the left, you can see that the number went up to 2.8 million in 2020 and then steadily dropped. So, in 2022, it dropped below 1.8 million. Then it plummeted completely to 1.3 million. As it gradually decreased, the claims for unemployment benefits increased.

Yes, so there is no white dotted line, right? This has now reached 1.8 million. It's going up along this upper line, surpassing 1.8 million, showing the highest figure in two years. So, there are signs of something strange now. In other words, it indicates that the Fed is maintaining high-interest rates, which is impacting the real economy. Regardless of any country or society, maintaining high-interest rates inevitably leads to damage. Currently, when we are viewed from the media or externally, the U.S. economy seems good, but it's exceptionally good compared to other countries. That's natural. However, prices have risen significantly, and indeed, globally, interest rates are the highest. Maintaining such a high rate of 5.5% continues, people who were accustomed to very low rates are now...

Damage is being done, so ultimately it is gradually affecting the real economy. If you look at the impact on the real economy too lightly, it becomes uncontrollable. Eventually, it falls into a very low-growth phase to the point where it is difficult to recover. So, the market is currently watching very closely. Oh, is this data really accurate? Is there any exaggeration here? Nowadays, there are concerns whether this data is slightly exaggerated. Isn't this survey a bit too much exaggerated? Such questions arise. Anyway, regardless of the circumstances, the message being conveyed now is that the unemployment rate and the number of unemployment claims are increasing. Ultimately, oh, this is a warning sign for the economy. Many people are becoming unemployed, and many are filing for unemployment. That alone creates a negative atmosphere. That's what the Federal Reserve is saying.

I need to make a decision before it gets worse. I need to make a decision at least once to change the atmosphere. Things like this can happen. That's why the discussion about September is also coming up now. So, this flow itself is a very interesting point for all of you. This is now a very interesting thing when we study economics. We need to keep an eye on it. Now, let's take a look at the graph. Please take a look at the unemployment rate as well. You can see that the unemployment rate is increasing. Now, the graph may go up and down, but in the end, from July and August of last year, the sun started to rise. It gradually went down a bit and then steadily went up. In the end, the unemployment rate steadily rose, breaking through 3.9% and reaching 4% on May 24th. It has been steadily increasing.

He went, but is talking about Woosang-hyung. So, ultimately, the unemployment rate and the right to claim unemployment benefits are following the same trend. There are slight differences, but in the end, what does this mean? Ultimately, it means that companies are burdened. Many companies are currently laying off people and not hiring. Currently, through acquaintances in San Jose, I have heard that nowadays, companies are hardly hiring. In the past, in San Jose, after finishing college, especially in computer science, they would be hired right away. But these days, they say they are not hiring. Since the number of people being hired is low, the competition is fierce, and it seems that it is becoming a bit more difficult to find employment. Consequently, the current unemployment rate is rising, putting a lot of pressure on the economy.

You're receiving it, right? We can't implement expansionary policies at high interest rates. Everyone should implement expansionary policies. We need to confirm policies and hire more people. But now, we're not hiring after cutting. It's not good for friends trying to get a job right now. In such a difficult time, they need to increase their competitiveness and prepare more. Anyway, even the United States is gradually experiencing labor market paralysis. This can be seen as a good sign in a way. Next, let's look at the news. Let's take a closer look at Nike's performance announcement. Nike provided revenue figures, but a surprise came out. This surprise is a negative one, a drop. Usually, when we see a rise or a sharp increase, a surprise earning, what is this?

When talking about it, today regarding Nike, the coverage itself is a surprise drop in quarterly revenue. So, looking at the announcement now, this is an unexpected decline in sales. This implies many things, even though there are no companies that can compete directly with Nike yet, competition is still fierce as new competitors emerge. The discussion is about how the competition has intensified with the emergence of companies like Under Armour. However, more importantly, in fact, it shows how bad the economy is right now. In reality, the total revenue has dropped by 1.7%. However, experts expected a consensus of a 0.13% increase. So, they thought it would reach around 12 trillion, but it actually dropped to 2.61 billion.

It means it's slower than expected. Well, the current situation in the United States is that the demand itself is decreasing. American people are not opening their wallets as much as expected. So, what is happening now is that in reality, when you go to this store and maybe visit outlets or something like that, if you come to LA, even near LA, Hispanics and African Americans really like Nike. So, Korean people like this brand, but Koreans like sports, and actually, those who exercise a lot, like African Americans or Mexicans, when they go to Nike stores, there are so many, to the point of being surprised. And Nike products are usually around $100 to $200, but they just carry them in both hands like this.

Many cases like this, so, those people, well, they like Nike products originally, even though they are expensive. So, they don't hesitate to spend money here. So, in this context, actually, as time goes by in a high-interest situation for low-income people, low-income people and those below the middle class find it very difficult. Especially Hispanics, African Americans, and those in the lower middle income bracket find it burdensome to consume. Therefore, now, they keep wearing old Nike shoes for one more year, two more years, like this. Consequently, the sales should steadily increase, but they are decreasing. When you see this kind of trend, all industries are like this now. The current demand is not as it used to be.

I can't do it. In this high-interest rate environment, both the working class and the middle class are struggling. Therefore, it's inevitable that sales will decrease in the current situation. As a result, Nike is currently dropping by about 4-5%, and I think it will drop even further tomorrow. Now, let's focus on Tesla news. First of all, today, Morgan Stanley released a report on Tesla's Optimus and Tesla's humanoid robot, which is an enormous report, spanning a whopping 10 pages. They conducted a very detailed analysis. I won't be able to cover all the details today, so I plan to analyze each part in detail over the weekend. The data analyzed by Morgan Stanley is as follows:

So today, let's start by discussing some big pictures and the parts that catch our eyes in that context. When we look at the first page, don't we always start with this kind of introduction? Optimus Prime is written like this, a humanoid robot in pink. Let's hope you see the transformation change into AI ising robo. This is a very important point. In the robot industry, AI artificial intelligence is rising. With the emergence of artificial intelligence, revolutionary changes are happening in the robot market. This is a good point. As you may know, Hyundai Motor acquired Boston Dynamics. Boston Dynamics, in fact, wasn't flying around, right? It was a topic even before Hyundai acquired it. Robots were tumbling, doing backflips, and even gymnastics.

People also dance, and there are companies in Japan like Honda that make robots that perform shows. The issue is that they are all programmed. They move naturally for about an hour when given instructions. If robots move only as programmed, creativity disappears. This makes their use very limited, unlike Tesla, which is vibrant. Artificial intelligence accumulates data to make judgments, calculations, and movements even when unexpected events occur.

How to solve and proceed, that's what artificial intelligence is now, as artificial intelligence is captivating robots, so these robots are now starting to grow wings. So, Boston Dynamics is wondering, what exactly are these robots for? If they can do somersaults and perform shows, where can they be used? Ultimately, they have to be useful, but their practicality is completely lacking. It's nice to just do shows, so the key is to bring practicality, which is artificial intelligence AI. And also, what I'm saying is, try highlighting in green in this analysis report: The humanoid opportunity is far greater and faster adopting than autonomous cars. This is very important. Humanoid robots, in the future, will play a greater role than autonomous cars, which are accepting autonomous driving.

Humanoids will create opportunities widely in the future. In other words, it means that the market will open. This robot market will expand further, farther, and faster in the future. It is expected that the market impact will be much greater than autonomous driving, even more than autonomous driving cars, with a much faster speed. Such discussions have been made in the past, but since robots are not yet visibly seen, it seemed impossible. However, seeing Tesla rapidly expanding and advancing robots, it doesn't seem impossible now. So, it is expected that humanoid robots like Optimus Tesla robots will show a significant impact in the future. In fact, Tesla has trained this autonomous driving autonomously.

We put information into robots, so right now, in autonomous driving, it's camera-based. Since robots have cameras, they can also use the learned information for autonomous driving. Therefore, robots naturally discriminate things in the same way. So, what has been done in autonomy so far is discerning everything one by one. While passing by, they discern between cats and tigers, and there are things similar to cats like leopards, right? They can compare things like gently moving creatures or Nex. Leopards can also be compared, and various insects can be compared as well. So, all of this is now learned, and in a way, it's all studied. So, the speed of movement, size, color, and so on, have all been studied.

Because of this, this robot basically judges everything. Even if it's not a fly, it can judge it similarly, like it's a kind of insect. So, when a very detailed analysis comes out like that, well, actually, humans are the same. Sometimes when you look, you can't distinguish if it's a fly or a mosquito, right? Of course, flies and mosquitoes can be easily distinguished, but there are insects that cannot be distinguished. So, if you just judge it as this is a bit of a strange insect, it's kind of creepy, it's enough. Just like that, we humans can also judge in the same way. The robot is gaining the ability to discriminate at a level beyond that of humans. When that happens, humanoid robots can walk around and move without harming anyone. They can avoid people autonomously.

Naturally, walking, moving like a human, and doing one's own work, well, when a task is assigned, you just need to do that task steadily. By incorporating autonomous driving technology in this way, the expansion of robots can be even greater, and it could be accepted by people more quickly. It's quite convincing, isn't it? Also, behind the robot industry, there will be a tremendous amount of capital investment. It's not just an ordinary level of funding, but a great quantity of capital. So, unimaginable funds are being poured in, creating a pathway to generate profits and revenue in the future. Tesla is said to be at the epicenter of this team in the robot industry.

The company is Tesla, right? Tesla is a company that combines AI artificial intelligence in the field. So far, Tesla is the most overwhelming company in this field. No one else can do this as modern as they do. They just acquired Boston Dynamics, but now they have to accumulate data and develop in this direction. Still, their expertise is only in automotive technology. They cannot do this on their own, so they have to outsource externally. That's why Tesla has everything in terms of combining AI with robots. So, they test and experiment on their own, which is excellent. Musk is also very confident. Looking ahead, this field will unfold into an amazing market. Therefore, investors naturally see this as a tremendous opportunity.

When the market is coming, investors tend to put more money in and try to take the lead in advance. So, Tesla's stock price drops to $170 or $180, and then it doesn't drop further. People think that Tesla is an industry with logos and autonomous driving, so they believe it will definitely explode. That's why it's not dropping further. Right now, some people think it's actually cheap and decide to invest more when it's low. That's the kind of thinking they have. So, as Morgan Stanley mentioned, the tremendous impact of artificial intelligence and robots combined in the future may have much more impact than autonomous driving. That's what they are talking about. Therefore, what we need to look at is that Morgan Stanley also made a forecast for the initial price of this Tesla robot.

If you think about it, in the early stages of the initial launch, the price may not be around 50,000 to 60,000 dollars. This is how I set the overall tone. Now, this is not just coming out, it's not just Tesla's humanoid robot. Just by looking at the material price, it's around 50,000 to 60,000 dollars. Now, please take a look at the left side. If you look at the table on the left, you can see the materials that are currently being used in Tesla robots, right? What goes inside? First, look at the head. If you look at the head, as I marked with a yellow star on top, it will include FSD autonomous driving and cameras, right? Various things will be included. So, now, the camera base of this robot, from the head, will ultimately need to see through that camera. Ultimately, it will identify objects and products that come in through the camera, and what objects are, whether it's a person, an animal, or

You can analyze that it's a cat, what it is, what it is, it's a strawberry, what it is. Just like that, now, basically, various high-performance cameras will be included here. Approximately, it will be around $2,000. In total, about 3.8% goes into the head, and then, look at the shoulder. There are various materials that go into the shoulder. The substances that go into the shoulder are detailed by item. Here, it will probably be around $7,000 or $8,000. And look at the battery pack on the right. The battery pack is also roughly around here. This price range is about 0.5% of the total. Analyzing each item like this, including the elbow, upper arm, or all the way down to the hands, it seems that this accounts for about 0.5% in total. This is how it is calculated by experts.

Even if we calculate it, at the time of the first release, the initial angle was around 50 to 60 dollars. It is estimated to be around 50,000 to 60,000 dollars. So, the current estimate is around 50,000 to 60,000, but as we move towards mass production, with the benefit of scale, mass production and AI algorithms will be in place, and when that happens, the R&D cycle itself will gradually shorten. It will become significantly shorter, and from China, very cheap parts will be supplied, allowing for the insertion of very effective and inexpensive items. What will happen then? With mass production, receiving cheap prices even from China, naturally, opportunities to lower prices will be created. Therefore, Elon Musk aims to eventually release it for $20,000, which is a very plausible scenario. Initially, just like that.

When creating it, it may start with a scale of 50,000 to 60,000, but eventually, it can be driven in a direction where prices can be lowered overall. Once it starts operating, the prices can gradually decrease. So, if it originally costs around $20,000, it would be very affordable. So, it's even cheaper than a car, making it very convenient to use. For around 20 million Korean won, you can use it for household chores and other tasks. Since you only need to charge it, it becomes very easy to use, just like buying a car. It is very convenient to use for households, and it can be used for anything. So, when it goes in this direction, at this price range, it's very good. Initially, it may require many components to be like making a car.

In the end, there will be illustrations on how to reduce prices while making cars and SpaceX spacecraft. So, regarding this aspect, it is unnecessary to make prices too expensive. Musk's expertise lies in reducing prices. Even if he sells it for $20,000, he will aim to generate profits efficiently. When robots are released, services to manage them will be necessary. Just like there are service centers for cars when they break down, services will be needed for robots as well. This will continue to generate profits in that direction, just like there are charging stations for chargers. This industry will continue to generate profits.

It's tremendously explosive and likely to develop rapidly. Today, Morgan Stanley provided detailed analysis on the Tesla robot, which I found interesting. I will spend the weekend reading about it thoroughly, around ten pages related to it. Then, I will analyze it and introduce the good parts to you all. Now, let me give you one advertisement. As I mentioned, I almost finished the membership video and prepared all the materials, but I couldn't upload it. Due to being very busy, during last weekend, I separately made the membership video and uploaded it. I am planning to consistently update news like this and provide information. There are already good recommendations and things to suggest, but it has already started to rise again, so I should have done it earlier.

There is some regret, but well, if you look at the big picture, it's not too late. So, anyway, I will upload the membership video over the weekend. Please understand. So, I will end today's video here.

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