$SoundHound AI(SOUN.US)

A bit tempted, gradually losing its cost-effectiveness. LLM is still text-based, and voice dialogue will be needed in the future. Although the car system might be educated by TSLA's Grok, or even Gemini or others in the future, there is still some room for independence requirements.

In summary, the moat is still relatively fragile compared to big companies, but its market recognition and stability are still there. The price-to-sales ratio at this level is still acceptable, and the cost-effectiveness of high-beta companies is gradually improving.

@Miracle Trader cola

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