$Tesla Motors(TSLA)$ No matter what Musk says about the future, the fact is Tesla is over 20 years old now, and Nvidia has 80x the net income. According to Grok, Nvidia also has more advanced FSD and robotics than Tesla. TSLA is worth $75 per share. Nvidia at $600 (3x current price) would still be at a 50 P/E and a fair price.
$NVIDIA(NVDA)$ That whale is right about one thing. I'll take every chance to remind the bears, I've been in the green for 11 out of the 13 years I've held. What do you think 2026 is shaping up to be?
$Advanced Micro Devices(AMD)$ We keep bouncing off this lower channel, with four bounce touch points circled in green. The next move could be above $600.
$NVIDIA(NVDA)$ A big box breakout for the Nasdaq 100 $Invesco QQQ(QQQ)$ over the Nasdaq Composite is usually a sign of market strength and projects higher until the outperformance relents.
AI has had its run, but physical AI is starting to show up in the real world. Some areas to watch: $Roundhill Humanoid Robotics ETF(HUMN)$ - a play on humanoid robotics. $Tesla Motors(TSLA)$ - with robotaxi and Optimus, though execution risk is high. Harmonic Drive - Japanese precision gears, a key component for robot joints. Rainbow Robotics - backed by Samsung, early-stage in humanoids, positioned strategically. $Qualcomm(QCOM)$ - Snapdragon chips powering edge AI and robotics. $NVIDIA(NVDA)$ - the GPU leader, with the Isaac platform as a standard for robot training. XPENG - building humanoid ro
$BlackBerry(BB)$ A few facts to note: • $NVIDIA(NVDA)$ partnered with BlackBerry QNX for safety-certified software used in advanced autonomous driving platforms. • $Microsoft(MSFT)$ and BlackBerry are collaborating to bring QNX development to Azure, helping accelerate software-defined vehicle development. • Mercedes-Benz has utilized QNX technology across multiple vehicle platforms, and QNX software is deeply embedded within leading global automakers. • BMW's next-generation vehicle architecture leverages QNX as part of its software stack for critical vehicle systems. BlackBerry's secure communications solutions hold top-level government security c