ROG Xbox Ally | Quick Summary
• Xbox PC: customised Windows 11 for gaming (direct full screen Xbox experience, full controller navigation, and more)
• Aggregated PC gaming library, giving quick access to games from Xbox, Game Pass, BattleNet, Steam, and more
• Includes PlayStation games on Steam
• Seamless integration of Play Anywhere and Xbox Game Pass
• Both native play and cloud play
• Dedicated Xbox button opens an enhanced Game Bar
• Every device ships with Xbox Game Pass
• Two options: value ROG Xbox Ally and enthusiast ROG Xbox Ally X
• Coming Holiday 2025
XREAL Air 2 Pro + Beam Pro + AirPods, honestly it feels like having my own movie theater and image quality is so great. I also like the fact I can change the dimmer to 3 different levels, 100% is pretty dark and I can still see a bit about what’s happening around, or you can use the light cover if you really want to block more light in.
We haven’t taken off yet so image is super stable with 3 DoF, curious to see how it feels when we are in the air.
@DarthBuzzard@Dilmerv Depends on ambient light, but almost no transparency when it’s set to be opaque. (It’s adjustable, depending how much of the real world you want to see.) There’s also a light blocker cover if you want zero transparency even in a bright environment.
@edwardahn9 Good point, I haven’t seen XREAL doing scene understanding or providing interactions with 3D models in the same way you do with Vision Pro or other MR devices. So far is all 2D & spatial video.
Here is our updated forecast of $TSLA delivs, margins, and earnings vs WS ests. We have reduced our TSLA PT to $250, from $290.
We’ve reduced our $TSLA 2024 Adj EPS to $2.70 (from $3.10). Our 2024 volume forecast is now 2,000K (+11% YoY), down from 2,100K. We are now below WS 2024 Adj EPS of $3.05 and 2024 WS deliveries of 2,088K.
Our 2025 Adj EPS is now $3.70 (from $4.30). WS 2025 Adj EPS is $4.05.
We expect WS 2024 and 2025 Adj EPS ests to be reduced in the coming weeks as others come to the conclusion their 1Q and FY’2024 volume ests are too high.
Our 2030 Adj EPS is now $18 (WS $13.13) based on our 2030 delivs est of 8.8M (WS 2030 delivs est 5,360K). Our prior 2030 Adj EPS est was $21. We have dropped our 2030 global EV adoption est to 50% (from 60%).
Our new $250 $TSLA PT is based on 1.5x PEG our TSLA 2030-forward EPS growth rate of 20%, so 30x $18 = $540 in 2030 value. Discounting that back at a 13.6% cost of equity (4.0% 10yrTY, 6% equity risk premium, TSLA 1.6x beta = 4.0% + 6% x 1.6x = 13.6%) gets us a present value of $250, or +42% upside.
Seen on WSB: "I just want to make it clear that not one person thinks you're a financial advisor and you do not need to add a disclaimer at the end of your posts. Literally not one person here. No one. Not a single person on this subreddit. Zero."