NUGGETS OF ALPHA
Tesla is moving deep into AI, and NVDA is moving into full self-driving
The Magnificent 7 are all in the AI revolution, which is 50%+ of the NASDAQ 100
Baidu is outspending Google in percentage terms of their CapEx on AI
NVIDIA’s suite of FSD solutions is not built for scale and only for luxury models
Tesla will soon possess the fifth-largest supercomputer on earth
Tesla’s Dojo processor is 6x more powerful and a sixth of its competitors’ cost
Dojo trains AI 4x faster than a GPU
NVDA has a heavy stock-based compensation ratio
TSLA’s stock-based compensation is going down and is at reasonable levels
Tesla has more cash and less debt as a percentage of the market cap
In the last 5 years, NVDA is up ~585%, and Tesla has grown ~1,000%
The InvestAnswers Patreon community voted overwhelmingly for a Tesla and NVIDIA Face Off. Everyone knows that the biggest driver of the S&P 500 has been NVIDIA, the current lynchpin behind AI.
You can watch Face Offs every Wednesday or check the Face Off Playlist here.
Artificial Intelligence will determine our next decade, and Tesla and NVIDIA are the two clear leaders in my opinion.
The Magnificent 7 are positioning themselves for the AI revolution, making up over 50% of the NASDAQ 100. And they are garnering all of the capital.
In full disclosure, I own
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