“Tesla is one of the hardware winners of the AI age, on the right side of disruption while the software giants like Microsoft fall apart.”
“You have Tesla, you have Apple, and you have NVIDIA. These are hardware companies. They have a different scenario. And I think they all, you can make an argument, can be winners. I certainly think Tesla will be, and I certainly think NVIDIA will.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.