Milk Road AI The 2 Best AI Stocks to Own: Why Google & Tesla Are Untouchable w/ Ejaaz
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Nov 26, 2025 A thrilling discussion unfolds as Ejaaz argues that we’re not in an AI bubble, highlighting real demand for GPUs from giants like Meta and Microsoft. He presents Google’s powerful position in the AI landscape, with its vertical integration and strategic TPUs. Tesla is also showcased as a key player, with an AI stack that leverages data from its fleet for advancements in self-driving technology. Energy constraints pose challenges, yet Ejaaz sees exciting investment opportunities in the compute space as demand continues to soar.
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AI Demand Is Real, Not Pure Hype
- AI hype isn't a classic bubble because major firms are spending real money on real demand.
- GPUs are sold out and large companies are buying compute to run productive AI, not speculative projects.
Google's Full-Stack AI Advantage
- Google is vertically integrated across hardware, models, data, apps and distribution.
- That unique full-stack position gives it unmatched leverage to deploy AI broadly into search, Android and productivity tools.
TPUs Could Become A Revenue Stream
- Google may expand TPUs beyond internal use and sell them to other firms.
- Early signs include Anthropic accessing TPUs and leaked deals implying large external TPU contracts.