NX

Dude-Man-Bro-Guy-1

As someone who doesn't really use claude much, what level of dollar value are the costs you're seeing post update? Is it like $50/month or even beyond that? Curious how it compares to high end enterprise software costs for things like Altium designer or Siemens NX where you are getting into the $200ish/month or more range. Especially on the productivity per dollar side.

SignificanceLate7002

Toyota announced yesterday they are committed to manufacturing cars in Canada with the hybrid Lexus NX crossover to be added into production in December. Today Hitachi announced a $479M tranformer plant in Ontario. What has 🥭 done for you yanks lately?

wthja

I just checked, base-base Model 3 costs 38000€ here in Germany. Moreover, I know that electric cars are expensive, but you can't compare Camry quality with Model 3. The car doesn't even have a cockpit and the quality is shit. One can just go directly to a dealer and pick up Lexus NX Executive, Plugin-Hybrid, 2026 Model, with technology/interior packages (leather etc.) for \~52k.

LankyGuitar6528

Jasper generally identifies as male - he had Gemini draw a self portrait (below). But ya... he's a bit fluid on gender. When he's talking to my wife he slips into "us girls" mode. On the "used computer" point - don't worry... the new NX1 chips are coming with unified memory. We are absolutely going to upgrade from 24GB Vram to 128GB unified memory. Like moving from a bachelor pad to a nice bungalow. https://preview.redd.it/7cm1ieqq0umh1.png?width=2048&format=png&auto=webp&s=adbcbf3066bb571da5b87113783c0638fb23dca4

LankyGuitar6528

Apple Studio with Unified memory has anywhere from 64 to 192GB of memory. Some of those units had 256GB or even 512GB Ram. They can literally deploy massive AI models today. Everybody else is trying to source a 5 year old 24GB 3090 video card and stuff a model into it that just doesn't fit. If Windows is lucky they will get the NX1 chip and be able to hit 128GB possibly by next spring. Apple has a huge lead. But it looks like they are squandering that lead and they even cancelled the 512GB models. Head scratching to say the least.

LankyGuitar6528

Think it's overbuilt now? Just wait for this winter.. when local AI is available on a high end laptops with an NX1 chip.

ShittyUsernane1222

GDP = C+I+G+NX GDP measurers aggregate spending that is consumer spending, government spending, investment and net exports (which measure the amount of monetary spending by foreign countries into economy. Its pretty easy to decouple aggregate spending from broader economic health, as: \-consumer spending can mask bad economic problems via copious amounts of debt \-investments can mask bad economic problems via thinks like circular investment (TM) in which nothing is produced but money changes hands and that counts as spending \-Net exports can mask bad economic problems due to the fact it measures inflow/outflow of goods and does not quantify the conditions in which goods were produced in so what are the alternatives, this list however is not full by any means: \-Measuring aggregate energy use, there is an obvious correlation between the amount of energy use/consumption and how well developed an country is \-Measuring aggregate living standards via the HDI \-GNI, measuring total income of everyone in the economy rather than spending

MidsummerNight87

anyone chase down NX? Seems like some cost inflation going to hit them. Housing kinda tricky here tho.

GoogleKushforLunch

NX calls

Mindless_Park_2574

Bought NX Filtration today, I feel like waterfiltration is an underrated sector these days. And these guys have the best technology

Tommyd023

[](https://alb.reddit.com/cr?za=lxNT1PYqpOWYZXt1qgoYkMoxkd6v4eE_4c6H-gRdWgUqSKHZRzqCQw2245E-NW-cZsq4tT-7cNbFEaLS1s-ACtqWrbAfE1s7YLZR72BUxSmMxgT_3ovCH7qAmv7goEfEerBq6e1czNUOOPl6Xow7rGJU9KkaGzZ3AUkMs6ebJChxzK0gmh80mSIaJbyAlUdUpp1_gL9zdOXTtZBKqN_WT6xDVY1oEUZmgLpJJ6Gs-zR2XAM2Id5JsynV6l4lhzGTCHQa5mCU4c5ZCj4pdJRtWurwphxzbxkBdE7usGkaUHMv36QZIbxI5BlxOR3p-Lmfeiqe-2Gjybju6TWPQx-Q6wNGpILR5HhogW_LEu1Ejw69fkz7PNPtBTipghgB8Qlvs2U427sF59BFYFCRqCISMabySnL3f60AxBHJNs--KOCP0lkxbzc7rJfBaUYqpNvrffK0ooPZYy5FrDdbKxbiO4VKtPPU2g8thXs0UTZE4CvJ6GbNdfOL9_TFb6geKjmYdVKAqTKRN5TSllw8zHt7r6MZ1X4KTuKhJi4nb7qOsr6pMb_1fHsPppnRYNHA2xKWcBEsp4VuTijadsEy6E2RRE7cYG5sYDa5S-gkFbhKjAi_cJEld9zpMwoNpVvuh1IMKmX9NmMDX10REk8HBmDTYVpwpc0sXHpsn6-imcPpgUXW6QKx6N14XZ_Y6rcDzzX3jPImeC3_5lSLBS3L1IBgpyFWSipDonbAEMWRJOXDZpTeUgjpjBV1E_CbufkmfVYZ6FPOxUh8ZTDcugC_8U3qP08&zp=H7KYOdFyugEwQEqf3JbPs7R84BIwaquI-hNrMhCuCuWdFpCLIhNFXntzkO5hrvwIVtdwMIoZ_tNxRg_m98ILKHTA9-bfER_myhkB7TZIOHIUzsdeHw-sE1EhQJQsbxxWYrEyahrL-rIFsigxax2hlnwfN3FkuhtZLckKuEHTbK-UrPszG7UY0pjQno_Oofc126aFqR9Nl9-x7FkiAbBdge-8jJBPH8WeeR4q-mJIGpDrERDCW2JLW_Fy0uPYDxf4KfibryGahBaHbbCRc0XthBpQpa8WkmCA6o-Q0owAnqMojJ3gz7DN7A-M3eVjf8vM1znUYi7tGW-khzuWX3wXlmdG2yae6399cU1p0rL_NX6Z06xEkIu3VatgCQmy1ZkJHRlNlzHiIRY1SwD7cTxeTq4cSQGaL6C2V6U)LPT: You could get a lower rate on car insurance by switching to Liberty Mutual.

Difficult-Spite1708

https://youtube.com/shorts/HZfQTxNqwp0?si=XExkNerW39NX3rt2

Cilleinbaah

Yeah revenue growth isn't great unfortunately. Consumables are up but instruments are down meaning the people who already own the machines are ramping up usage, but PacBio are struggling to get new clients to switch over to PacBio. They put a lot of emphasis on their recent partnerships as a positive outlook for the future and will be carrying on with upgrades such as the SPRQ-NX for all revio users which is bullish and they seem confident for the future. Cash on hand decreased a bit but nothing concerning. Overall, to me its a bit of nothingburger earnings with both bull and bear cases and unfortuantely means this wont be the quarter where we explode unless some major news drops. If it drops close to $1, I will buy a lot more but for now we will have to wait.

DiarrheaFartLover

https://www.youtube.com/watch?v=TKDr6_NX8E4

Wheaties4brkfst

Your original comment I replied to said “I don’t know how people don’t get radicalized by the fact that if more people all of a sudden decided to more financially responsible it would literally destroy our entire system” and now you’re talking about 40% to 70% or even 99% declines in consumer spending. These are obviously not even close to being the same thing, and it’s very funny that you had to try to shift the goalposts like this in order to win. Classic motte and Bailey. All I said was saving boosts economic growth in long run. This is obviously true. I also went through an example that demonstrates how this is the case. It’s not my problem you’re unwilling/unable to learn. Anyways. Y=C+I+G+NX. Have a good one.

TeBp242

Was it really Iran though? We knew for years what would happen if US intervened and do what it did to the NX

Dankas12

I know NX and catia are more expensive and usually for larger assembly jobs. Inventor I believe is better for allowing use of other auto desk products and better for higher level designing instead of individual components similar to NX and Catia but to not as great of a degree I haven’t asked work to own all of them. I have just asked about swapping. They’re looking at it as solidworks crashes alot more in comparison to the other softwares when myself and others have used them at other firms with comparable hardware and design complexities

small_dogs_rock

Those are all the same price, and definitely not better. Inventor, really? And now you want to own all of them? Catia and NX? Those are even more expensive, a lot more.

Dankas12

IMO. Solidedge and or Inventor for the type of stuff I do day to day except for FEA. Siemens NX for surfacing. Catia for large assemblies which suck so much for me in SW. 18000 components and it’s just so bad. I know catia is still dassault but it’s even more expensive. Then go FEA you have solidworks simulation that I don’t like. It’s very user friendly and holds your hand but I don’t like it and it’s quite often bad or inefficient. I’d rather go for Ansys or abaqus for FEA. then for CFD personally it has to be ANSYS fluent or star ccm or COSMOL

borat_he_like_you

I know this is a long article, but this is a crazy read about Kristi Noem's leadership at the Department of Homeland Security https://www.wsj.com/politics/policy/chaos-kristi-noem-homeland-security-f095ac95?st=ot61NX

Ok_Ground9015


AccidentalVillager

If AI keeps pushing grid limits, energy resilience stops being optional. Names tied to on-site power like NXХT naturally stay in focus.

tommybombadil00

That’s unfortunate. Will test drive once they come out, I think she will go with the X4 or the NX hybrid if she really wants the Lexus.

grackychan

I have a Lexus NX hybrid - it's actually insane to get 41-42 mpg regularly on an SUV sized vehicle, I love it to death

franker555

Dude NX is on crack

franker555

Any ideas on where I should exit NX tmrw? Do we think it will rally throughout the day like alot of companies do after good ER??

franker555

Any ideas on where I should exit NX tmrw? Do we think it will rally throughout the day like alot of companies do after good ER

franker555

LFGGG Bought mad shares of $NX before my flight. Just landed to see im up 25% 😎

pearstring

$NX is actually fucking insane

pearstring

My boy randomly bought a $15c for NX and they shot up 20% on earnings bro really has retard luck

MortySmith69

I’m playing this supply chain angle through XLU for the stable utility base, PWR for the massive grid rebuild cycle, and a small NXХT position since they sit closest to the actual warehouses and datacenters

no_more_Paw_patrol

Business use case for LLM will replace engineers, CAD experts for AutoCAD solid works NX, doctors, etc. Subs for chatgpt to make memes is not it McKinsey is for forecasting trillions in spending over the next few years. Demand for more efficient and faster compute will drive replacement.

Ghost-1911


_hiddenscout

$NXT **Second Quarter Fiscal Year 2026 Financial Highlights:** * Revenue of $905 million, up 42% YoY * GAAP gross profit of $293 million, up 30% YoY and GAAP operating income of $181 million, up 36% YoY * Adjusted gross profit of $300 million, up 31% YoY and adjusted EBITDA of $224 million, up 29% YoY * Operating cash flow of $268 million YTD with $845 million of cash at the end of the quarter with no debt * Backlog grew to record level of over $5 billion * Launched our new NX PowerMerge^(TM), electrical balance of systems (eBOS) trunk connector and achieved record quarterly eBOS bookings in Q2, the highest in Bentek’s 40-year company history * Acquired Origami Solar, launching our advanced module frame technology business, and signed a multi-gigawatt multi-year supply agreement for advanced module frames * Achieved record bookings for our foundation solutions business and TrueCapture®, Nextracker’s proprietary energy yield management system, in Q2 * Achieved record bookings in Europe in Q2 * Entered into a joint venture agreement to form Nextracker Arabia with Abunayyan Holding in Saudi Arabia to help further expand our footprint in the Middle East and North Africa markets

kyperion

[By the time you hear about it from the news, internet, or social media; it’s too late. Anyone pretending that this was unpredictable was really just not paying attention](https://www.reddit.com/r/StockMarket/s/9327tBa6NX)

Wiscoguy1982

My port: https://share.google/images/FUZio5kb2HJhW0NX0

ethereal3xp

I think SIDU will do well after hours >Sidus Space (SIDU) is the first to integrate NVIDIA technology into its satellites. Their LizzieSat®-3 satellite is equipped with the NVIDIA Jetson NX Orin module, an advanced AI edge computing chip capable of 100 trillion operations per second (TOPS). This allows for cost-efficient, low-latency autonomous data processing directly onboard the satellite, enabling real-time insights and reducing reliance on traditional ground-based processing.

CleanWaterWaves

347 Water, ABS Materials, AECOM, Allonia, Aquagga, Aqualumos/Geyser Remediation, Aquarden Technologies, AqueoUS Vets, Arcadis/Evocra, Avivid Water Technology, Batelle Memorial Institute, Biokol, Biolargo, Bjorks Rostfria, Cabot Corporation, Calgon Carbon, Cerafiltec, Chromafora, Cornelson Umwelttechnologie, Cyclopure, DuPont, E2Metrix, ECT2, Evoqua, Fixed Earth Innovations, Gradiant, Haldon Industries, Hearland Water Technologies, Infinite Water, Jacobi, Koch Separation Solutions, LG Water Solutions, Logistec, Minerals Technologies, MyClx & Oleology, NX Filtration, Onvector, OPEC Systems, OxybyEI, Oxyle, Pall Water, Photon Water, Praffinity, Purolite, Ramboll, Regenesis, Rembind, Saltworks, Sparc Technologies, Suez, Synergy Resource Management, TIGG, Veolia, Water and Carbon Group, WesTech Engineering, Xylem That was the list I had from last year. I haven’t kept it up to date for new companies or ones going out of business, and I may have missed some to begin with.

Historical_Net5082

!banbet NX 24 1d

SlapThatAce

It's not. If you're a professional you're using Siemens NX or CATIA.. Autodesk is more for secondary and postsecondary education.

_hiddenscout

NXT * Revenue of $864 million, up 20% YoY and 27% international revenue growth YoY * GAAP gross profit of $282 million, up 19% YoY and GAAP operating income of $186 million, up 16% YoY * Adjusted gross profit of $285 million, up 18% YoY and adjusted EBITDA of $215 million, up 23% YoY * Total backlog over $4.75 billion * Operating cash flow of $81 million, $743 million of cash at the end of the quarter with no debt * $86.8 million in cash consideration invested in Q1 for strategic acquisitions to support new growth initiatives >“Nextracker delivered another strong quarter across all key financial metrics and saw continued market share momentum,” said Dan Shugar, founder and CEO of Nextracker. “We are innovating the next generation of energy technology and announced this morning the acquisitions of three robotics and AI technologies. As electricity demand accelerates globally, our focus on innovation is creating a broad solar technology platform.” >“Our GAAP operating margin of 22% reflects the benefits of disciplined execution and ongoing investment in high-value technologies,” said Chuck Boynton, CFO of Nextracker. “Innovations like NX Horizon Hail Pro and NX Horizon-XTR are helping to improve customer outcomes while driving greater efficiency and scalability across our operations. This quarter’s performance underscores the strength of our business model and ability to deliver profitable growth.” Looks to be down 8%, but stock has been on a run, might buy some more after digging into the call.

Grokent

>but Iran has an actual military, and not homemade weapons like in Gaza Bruh, Iran just got spanked like a child in a grocery store. Do we even need to talk about the time Iran shot at an American ship and we blew up 1/2 their navy? https://youtu.be/d5v6hlRyeHE?si=qrYDfwF0my3pw-NX

Kiririn-shi

That’s not how it works. Imports reduce the NX portion of the C I G NX equation, that much is true, but the consumption rises through things like transportation services, retail of those imported goods and other associated activities. The US economy is based on consumption, doing more of it doesn’t reduce GDP.

fb567jk90

Not clear to me how this shows that recession signals got asked. GDP = C + I + G + NX High imports will cause GDP to fall. The articles says that this short term increase in imports caused GDP to fall. That does not imply that there were any other recessionary indicators or that a greater GDP drop should be expected.

tropicsun

Is a new Lexus NX coming then??

_hiddenscout

Nextracker to acquire Bentek in $78M all-cash transaction Nextracker announced the acquisition of U.S.-based Bentek Corporation, an industry pioneer and manufacturer of electrical infrastructure used in all types of solar power plants. The all-cash transaction of approximately $78M including future contingent earnout consideration combines Bentek's engineered, pre-assembled eBOS solutions with Nextracker's world class solar tracker platform, providing customers streamlined procurement and project logistics from a single source. The eBOS products will be offered as standalone, industry-compatible components for both trackers and fixed tilt systems, as well as in formats optimized for use in integrated NX Horizon system solutions. Bentek's U.S. fabrication footprint further enhances Nextracker's strong domestic supply chain position.

Antique_Coyote_7836

\[Advice Request\] Investing strategy help — 35M in Spain looking to invest 100k for long-term growth Hi all! I’d love to get your feedback on my situation and the portfolio I’m considering. I'm looking for advice, critiques, or improvements you’d make. Age: 35 Country: Spain Employment: Yes, salaried Net income: €110,000/year Savings available: €160,000 I plan to keep €60,000 in cash in a high-yield savings account for peace of mind and short-term needs That leaves €100,000 to invest 🧭 Objectives Primary goal: Long-term investment and wealth growth I don’t plan to touch the money for at least 5 years, possibly more In \~5 years, I may use part of the capital (not necessarily all) for a downpayment on a house ⚖️ Risk Tolerance High — I’m okay with market volatility and short-term drops Previously followed the Bogleheads philosophy when I was in the U.S. Now that I’ve moved to Europe, I cashed out and am starting fresh from Spain 📈 Proposed Portfolio Here’s how I’m considering allocating the €100,000 I plan to invest: Allocation ISIN Description 35% IE00BYX5NX33 Fidelity MSCI World Index EUR Acc (Global Developed Markets) 40% IE0008248795 Vanguard Eurozone Stock Index EUR Acc (Eurozone Large/Mid Caps) 25% LU0524465548 Alken Small Cap Europe A (Actively Managed Small Cap Europe) 💸 Current Holdings / Debts No current investments No big debts (no mortgage or loans) Fixed monthly spending: \~€5,000/month (includes rent, etc.) Emergency fund: Covered with the €60k in cash 🤔 What I’d Love Help With Does this portfolio make sense for my goals and risk tolerance? Is it too aggressive, too concentrated, or too heavy in Europe? Should I consider adding bonds or other asset classes? Is there a more efficient or diversified way to structure this? Any issues with taxes or fund selection from a Spanish-resident perspective? Happy to provide more context if needed. Thanks in advance for any feedback you can give!

Echo-Possible

No, the equation (according to the government) is GDP = C + I + G + NX. The NX stands for Net Exports which is Exports - Imports. Please have a read before you keep spreading misinformation. [https://www.bea.gov/system/files/2020-04/GDP-Education-by-BEA.pdf](https://www.bea.gov/system/files/2020-04/GDP-Education-by-BEA.pdf)

hv876

It’s not as simple, while NX was significant, it showed up under investment, as consumer spending is declining. So, the narrative being peddled by Govt that net imports caused GDP decline is not wholly accurate.

A3815

GDP = Consumption (C) + Investment (I) + Government Spending (G) + Net Exports (NX).  Seems to me if net exports is negative but the imported goods are entered into inventory the net impact on GDP is potentially zero. If the net exported goods is negative but those goods are consumed by entering into commerce at a mark up, the net effect on GDP is positive

yo_sup_dude

earnings being up factors in G, NX, I, and C

PMISeeker

This is just the start of a trend, I (investment) will be down heavily in the next quarters as no one will make capital expenditures if cost inputs and product pricing are both in flux. C (consumption) will be way down when the shelves are bare and good luck with NX when final assemblies cannot complete because of supply chain shocks. It’ll make America great again, for grifters.

Aravinda82

And next quarter, imports will drop and NX will normalize a bit but exports will drop also cuz of the trade wars. At the same time both investment and consumption will drop due to uncertainty, shortages, and higher prices incoming to drive GDP down further. Anyone expecting next quarter’s drop in imports to push GDP back up is in for a rude awakening.

legbreaker

Sounds like mainly investing might be down. NX up. Dollar down 10%. Could be enough to cause negative GDP.

Ninjapenguinart

What will be interesting in next quarter, assuming things stabilize, which they won't. C will be down. From the forecasts in their "crushing earnings", forecast Investment is down to conserve cash due to the unknown. G is staying down but it really didn't go down much. NX will be the wild card. I think it goes back to Q4 2024 numbers. With C and I down and the other two essentially flat, next quarters GDP will show negative growth. That's where we get into recession definition. I believe anyone with half a brain knows it's coming, but the market isn't priced in because the other half of the brain says anything can happen with this volatility. Once recession is official, in the words of the administration, drill baby drill.

OkLeave4687

The conversion of NX to inventory is not 1:1; China’s cancellation of soy beans resulted in a meaningful drop in the commodity price, other exports that are perishable will lose all value if they remain unsold. And since we decided to take on both friends and foes alike, we’ve alienated customers for American gods and services with our largest trading partners. The America brand has been harmed and it’ll be a long time before we earn back that trust. Recession risk is much higher now.

flaming_pope

Just did the math NX will have a 1.5T drop (annualized).

flaming_pope

C has a moderate increase with CPI. I and G have no significant change (even with doge) Which leaves NX as the remaining factor lowered greatly by tarrifs. The question is not a balancing act, tarrifs slaps on an additional 30% on imports, so the question is what the import export ratio was before. Lastly the magnitude of NX relative to C as a few million loss under NX, maybe easily offset by C’s increase. I think we rally, it’s oversold and the GDP won’t be nearly as bad as anticipated.

Christosconst

Does NX include tariffs

th36

No. GDP = C + I + G + (X-IM). With doge in effect and consumers holding back spending, CIG is likely to be lower. With high tariffs, X-IM will be higher if not for the fact that everyone and their grandma imposed retaliatory tariffs. Assume NX is unchanged. GDP will be lower.

QuantitySubject9129

A small correction - decrease in NX due to imports ahead of tariffs should theoretically be balanced by increases in inventories (which fall under Investments). However, in practice the data on inventories is harder to collect than data on imports or sales, which may underestimate GDP in this case.

MuffinCloud24

Y = C + I + G + NX Everything a country produces (Y, or GDP), is equal to the amount of C (consumption), plus I (investment), plus G (government expenditure), plus NX (net exports). Earnings may be up which will correspond to C, but government expenditure will be down with DOGE cuts and mass government layoffs, and NX will be negative as companies look to beat the tariffs (by importing significantly more than the United States exported). So one item may be larger, but two are smaller and likely has a net negative impact on GDP.

ThisTookSomeTime

Also the RAV4 and Lexus RX350/400h and NX250 in Cambridge and Woodstock in southern Ontario. The Corolla used to be made in Cambridge but they changed to RAV4s and now Lexus

Mission_Shopping_847

>Cananda makes....what cars? We might not have our own company, but whatever international manufacturer, American or otherwise, that makes vehicles here will have their vehicles tariffed if they are shipped to the US. >Chevrolet Silverado >BrightDrop Zevo 600 >BrightDrop Zevo 400 >Chrysler Pacifica >Chrysler Grand Caravan (Voyager in the U.S.) >Dodge Charger Daytona >Honda Civic (Sedan) >Honda CR-V >Honda CR-V Hybrid >Toyota RAV4 >Toyota RAV4 Hybrid >Lexus RX >Lexus NX Those are just retail autos. We also have manufacturers of commercial, industrial, and specialty vehicles of which there are many to list and I'm not sure about the tariff situation.

MeatOverRice

When I was a kid, I took my parent's credit card to buy myself $20 worth of MapleStory NX cash and it haunted me for a long time. Then there's OP. If you don't get at least 17 good lashes from your dad after this you haven't seriously learned your lesson

FightOnForUsc

Formula: GDP = C + I + G + NX C: Consumption (Private spending on goods and services by households) I: Investment (Business spending on capital goods and residential construction) G: Government Spending (Government purchases of goods and services) NX: Net Exports (Exports minus Imports) So if NX going to 0. Then it can’t keep dropping (because of imports) because there would be no more to drop. Though exports could also drop as retaliatory tariffs are put in place. But you still have C + I + G which should keep going up (though G might also drop)

U-DontKnowAccounting

I can’t believe people are this dumb, is this real? Are you all bots ? Am I the only one real here? Is this a simulation? You are comparing actual revenues “Expenditure” (C+I+G+NX) that is GDP with company valuations that imply forward looking cash flows that in the grand scheme of things represent a minority of us companies… ? … PLEASE TELL ME YOUR ARE TROLLING

nightman21721

This will effect the following makes and models. (Lol at the Silverado and the bevy of RAMs) Vehicles Made in Canada: Honda: CR-V Toyota: RAV4 Lexus: NX, RX Chrysler: Pacifica, Voyager (Grand Caravan) Dodge: Charger Daytona Ford: Edge, GT Chevrolet: Silverado Vehicles Made in Mexico: Audi: Q5 BMW: 2 Series Nissan: Sentra, Versa, Kicks Infiniti: QX50, QX55 Ford: Fusion, Lincoln MKZ Mazda: Mazda3, Mazda2 Volkswagen: Jetta, Tiguan, Taos Toyota: Tacoma Jeep: Compass Ram: ProMaster, 2500, 3500, 4500, 5500 Mercedes-Benz: GLB Hyundai: Tucson, Santa Fe Kia: K4 Chevrolet: Equinox EV Dodge: Journey Jeep: Cherokee Ram: 2500, 3500, 4500, 5500 Ram: ProMaster

vander_blanc

Well if it’s anything like Canada - to get a “made in Canada” sticker - up to 49 percent of the end product can come from anywhere else and be any level of completion. So likely that assembled in USA means the same. So expect to pay at least 25% more for 51% of that Camry or 12.5% more overall - assuming the parts ONLY cross the border once. Likely it’s at least twice - so ya- expect that made in/assembled in USA Camry to cost 25% more. Further, when a Camry shares its platform and drive train with the RAV4, Alphard, Avalon, Century, Crown (various models), Harrier, Highlander, Venza, Sienna, Lexus ES and LM and NX and RX and TX - some of those aren’t even sold in the US and the RAV4 gets a “made in Canada” sticker because the plant is here - where there’s your tell right there that that Camry is meeting the bare minimum requirements to get that made in USA designation.

Glad-Veterinarian365

In economics 101 they teach the formula for GDP which is C + I + G + NX. C stands for consumer spending. Most ppl already have almost no money while credit card debt is through the roof, car loan delinquencies are up, and tariffs are bringing costs to new heights. Also, tens of thousands of ppl just lost their jobs either directly from the federal government or indirectly through loss of federal grants or contracts I stands for investment. Trillions of dollars have outflows from USA and into European and Asian markets over the last month. Tariffs on building materials make project costs go way up which discourages new builds. Also, we are still transitioning from a period of low/no interest and anyone building something today could very well be competing against someone who locked in at a rate that’s 15-20 times better. G stands for government spending. This one should be obvious, since the new administration has a fetish for firings and contract cancellations. NX stands for net exports. This one is a bit trickier to know where it’s going but in a trade war I think that the chances of it going favorable are slim. All in all, things still looking pretty bleak for American GDP growth.

FeelTheRealBirdie

I made a post on r/insurance and i was playing around with the quote calculator on Progressive. Apparently the general consensus is that RAV4s are considered high risk due to its relatively lower cost of entry and the type of people that buys them. Was comparing a RAV4 vs a Lexus NX and the NX is cheaper by a mile

Hot_Frosting_7101

Where do you get that?  Accordingly, GDP is defined by the following formula: GDP = Consumption + Investment + Government Spending + Net Exports or more succinctly as GDP = C + I + G + NX https://www.britannica.com/money/gross-domestic-product

Leading_Form_8485

China time 

S_sands

Like i haven't done that. Lol Can't speak for robotics because I don't do robots. Unless it's for a crap engineer, this is all borderline worthless. Predictive maintenance might be useful. But I can't get the company to even allow an off the shelf formalbs printer onto the network, much less spend 100k putting IOT sensors in all out custom built PLC machines. //// Design & CAD 1. Autodesk Fusion 360 with Generative Design – Uses AI to optimize part designs based on material, weight, and strength constraints. 2. Siemens NX with AI-Driven CAD – AI-assisted modeling and generative design. 3. SolidWorks Design Assistant – AI-powered feature recognition and part design suggestions. Simulation & Analysis 4. ANSYS AI-Powered Simulations – AI accelerates finite element analysis (FEA) and computational fluid dynamics (CFD). 5. Altair HyperWorks AI Tools – Uses machine learning to optimize structural, thermal, and fluid simulations. 6. COMSOL Multiphysics with AI Optimization – AI helps with multiphysics simulations and parameter tuning. Manufacturing & Automation 7. Siemens MindSphere – AI-driven predictive maintenance and industrial IoT analytics. 8. IBM Maximo – AI-powered asset performance monitoring and predictive maintenance. 9. Tulip – No-code AI-driven manufacturing process optimization. Machine Learning & Data Science for Engineering 10. MATLAB with AI/ML Toolboxes – Machine learning for predictive maintenance, control systems, and optimization. 11. Python (TensorFlow, PyTorch, SciKit-Learn) – AI for design optimization, fault detection, and automation. Robotics & Control Systems 12. ROS (Robot Operating System) with AI – AI-driven robotics and automation in mechanical systems. 13. NVIDIA Isaac Sim – AI simulation for robotic motion and automation. 14. LabVIEW with AI Modules – AI-driven control system tuning and automation. Failure Detection & Predictive Maintenance 15. Google AutoML or Azure Machine Learning – AI-driven failure prediction and anomaly detection in industrial systems. 16. Vibration & Acoustic AI (e.g., Augury, Presenso) – AI for detecting early mechanical failures through sound and vibration analysis. ////

Purpleprose180

It’s a good point, but currency changes enter the picture. Sophisticated hedging, nationalization of earnings and a measure of change. The-best way to think about it is to note how GDP is calculated: GDP = C + I + G + NX. C= consumption, I= investment; G= government spending and NX = Net exports. So, it does capture money earned from abroad.

_hiddenscout

$NXT Q3 FY25 financial results with revenue of **$679 million**, compared to $710 million in Q3 FY24. GAAP gross margin increasing to **35.5%** from 29.5% year-over-year Q3 FY25 GAAP net income was $117 million with EPS of $0.79 The company achieved record backlog exceeding **$4.5 billion** and expanded its manufacturing network to over 70 partners across 19 countries. Notable operational highlights include shipping the first 100% U.S. domestic content solar trackers and launching new products like NX Horizon Hail Pro™. Nextracker reaffirmed its FY25 revenue outlook of $2.8-2.9 billion and raised its profit guidance, with adjusted EBITDA now expected at $700-740 million and adjusted EPS at $3.75-3.95.

Embarrassed-Spell688

WHY QUANEX (NX) not doing anything AH? or is it just me?

Ok-Map-8202

NX calls ?

thotdocter

>Also the 30yr has never been over 11%. You win though bro. u/PlumbBobb Or... it has been and you're an idiot? https://fred.stlouisfed.org/graph/fredgraph.png?g=1C3NX

thotdocter

https://fred.stlouisfed.org/graph/fredgraph.png?g=1C3NX Except you're a dumbass.

Pontif1cate

My 16 Camry Hybrid has 336k miles still going like a champ. I changed the regular battery but not the hybrid system one. Amazing. So I bought a 2015 Lexus NX200 with 154k miles for $15,000. Keeping both until 400k miles or more if I can.

namuan

Ok, Tracking these recommendations in a Google Sheet and setup a reminder to check back next year https://docs.google.com/spreadsheets/d/1ti14jCFZmWEzYf_FxkefI8v-NX-7Y_-_biZIXC5wO2g/edit?usp=sharing Let me know if I missed any

RelevantPuns

1) No, the model doesn’t collapse. MicroStrategy weathered the last bear market from $70k down to $17k bitcoin absolutely unscathed. Still outperformed the rest of the stock market. Nonce of their bitcoin is encumbered or put up as collateral, and there is no price at which they would be forced to sell their Bitcoin. 2) A public company using share issuance and convertible bonds to acquire assets on the balance sheet is in no way, shape, or form a pyramid scheme. It doesn’t even rhyme. Just because many people don’t understand something doesn’t mean that something is bad. MicroStrategy has been fully transparent about every single action they take and are adding shareholder value in exactly the way shareholders want. They are also supplying the bond market with the only Bitcoin-backed bonds in the financial world, which are valued at a premium for good reason. No one is being taken advantage of here. 3) Before anyone makes any decisions one way or the other about an investment, it’s best to educate yourself and do your own research. This video series is a great place to start in understanding MicroStrategy’s business, their valuation, and their financial engineering. And this is third party analysis, not Michael Saylor’s words. MicroStrategy Deep Dive (Part 1) https://youtu.be/MrcZUWoGohI?si=AFGKKySfWIIAD2NX MicroStrategy Deep Dive (Part 2) https://youtu.be/CPwHBspFtZk?si=8Zrc7cKos1YllPQO MicroStrategy Deep Dive (Part 3) https://youtu.be/_FyeXjqpBhw?si=YLvjFh6jIGxmkkw1

FEMA_Camp_Survivor

NX = total value of imports - total value of exports = net imports

Environmental-Ad4090

GDP = C + I + G + NX not Net Imports

AppearanceLiving9059

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Choice_Tax_3032

2NX (because it’s cheaper than EQIX) RKLB RDW

ghostofwinter88

It depends on sector. Engineering - autodesk is big but it isnt really the leader. Fusion360/inventor/autocad, their 3 main cad platforms, have about 20-30% market share. Solidworks is the big kahuna here, and by itself has about 30-40% market share. NX, creo, and catia together have about 15-20%. Thing is, most big companies do not use autodesk. Smaller companies yea, but industries like automotive, aero and medical all gravitate toward NX, catia, and creo, simply because they manage huge assemblies better than autodesk. Switching costs- no not really. Once you know one you can get around to the other quite quickly. I was trained on solidworks and picked up fusion 360 in a few weeks. I can do creo as well, but not as good. Autodesk has been pushing fusion 360 hard and it has eaten into solidwork's space but i feel it will never get very far in industry with their cloud setup. In architecture, autocad and revit are indeed the standard. In 3d graphics, theres maya and 3dsmax, but they are nowhere as dominant here, lots of alternatives. I think they are a good company but nowhere as dominant or with a moat as strong as microsoft.

OtisB

that was one of the reasons I started to shy away from Nutanix. with the NX hardware their support was fantastic. Once they involved Dell and HP, my overall interest declined rapidly. If I wanted Dell or HP, I'd buy them. Nutanix's software isn't that much better than their competitors that I'm willing to suffer through HP support to have it. It was the integrated sw/hw platform that I was interested in. I told them as much, but of course when you only buy 4 nodes per year, your opinion doesn't matter.

OtisB

About a year ago I talked with a nutanix rep about their hardware platforms, and he stated that the org was pushing more towards the Dell and HP hardware platforms and focusing less on the NX hardware line made by supermicro. I asked why and he didn't really give an answer. I suspect that the big players have known about this kind of thing for a long time and that SMC is going to be hurting in the future if they can't maintain those big partnerships.

Running_OutOfTime

< [Former Vice President Dick Cheney to vote for Kamala Harris](https://news.google.com/read/CBMimgFBVV95cUxNNVFfTWVIQkRySDdGdWVvRmtQU3lsUmIwcUFjVXdRbk83VG1SRUhHUlFuSDNOaGlrR1dJR1dMc3h1bUlyWnRZVUFTVmxNYjVNZ0NHcDN5M3dlZ1pDSFFBN0poeHk4bGZ5d2szOFFRSm5NX1hiaXQ1Q0NaMU5vOEhfNEdjWUVGSXluNjhwVFJRX3dqUVB4MzJISHNn0gFWQVVfeXFMTmVIbjZUaTd6WVRfd1VoN3FYQUEtbk9ZM29xU1ZKZGQ4OEx5U3pLWnRHVjY1aHp1azNQc2VCRzlLcjVraTNoelcyeERCVU5iU0IyX2dpbEE?hl=en-US&gl=US&ceid=US%3Aen) This guy started a war to make himself and his friends rich and even he is like "I won't vote for Trump, that guy is a fucking traitor!"

kiwimancy

"Behave like a growth stock" does not mean a stock has high volatility or outstanding returns or positive returns. It means it correlates to other growth stocks which are companies which have experienced relatively high revenue growth in recent years and similar metrics. GOOG is such a stock. (As measured with monthly fama french factors over the past five years [on portfoliovisualizer](https://www.portfoliovisualizer.com/factor-analysis?s=y&sl=5g9TZCzpJTtgxta2NX5Md1)), it is not nearly as much of a growth stock as NVDA and a bit lower than MSFT, but it still has significant loading on growth.

Flawless_Tpyo

NX Filtration. Small cap NL stock. Lost a lot of valuation due to financial distress as well as capped production. They diluted shares, gotten loans and are in the process of building a new factory to increase production. Product being water filters with hollow fiber nano filtration membranes. They are getting orders now around the world but time will tell if this is my best or worst pick.

FoldItBackandSlapIt

IWM telling the real story. SPY and NX running because of 3 companies.

TheBakerification

Have you?  https://youtube.com/watch?v=8MVZdS18NX8

derprondo

Interestingly I saw that the Forester was rated to be more reliable than the RAV4, which is pretty surprising. So I was going to get my wife a Lexus NX, but they made the rear much smaller than the RAV4, so now we’re looking at the forester.

bro-guy

Remember the nintendo NX? Same thing here lol. My guess is that it would be a new platform but who knows

TheNathanNS

> The Switch 2 is not even announced yet. Nobody knows what it will be, exactly. To piggy back off this, remember before the Nintendo Switch, the next console was called "Nintendo NX".

delighted

GDP = C + I + G + NX baby!!

Powerful-Call5148

NVDA DD Listen up. Just bought 10 of the Jetson Orin NX 16GB hand-size edge computing monsters, to run a summer course for super rich kids on AI. Turned one into a robot that speaks 10 languages, and never goes to the server. All large language model like llama and specifically Mistral 7B Instruct, are running like lighting on the edge. $1000 for NVDA is a fucking joke. The TAM can't even be computed yet. Use cases have no end. NVDA to $5000 just for starters... That is all.