

The Only Stock We’re Buying More Of Right Now
12 snips Jun 24, 2025
A thrilling discussion unfolds on the rivalry between Tesla's autonomous taxis and NVIDIA's AI innovation, revealing key market reactions. Geopolitical shifts, like the Israel-Iran peace agreement, influence cautious investment strategies. The safety and public perception of self-driving technology are examined, especially its impact on companies like Uber. With humor, there's a blend of stock strategies and reality TV insights, highlighting how personal experiences shape investment decisions. The importance of balancing risk with opportunity is emphasized throughout.
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Tesla Robo-Taxi Rollout Reality
- Tesla's robo-taxi rollout will face ups and downs that create trading opportunities due to high public scrutiny.
- Negative incidents will be highly visible and impact Tesla's stock price in the short term.
Trade Tesla Based on News
- Trade Tesla daily based on news flow instead of holding large positions long-term.
- Increase or decrease exposure to Tesla options depending on positive or negative robo-taxi developments.
NVIDIA's Supply Limits & Demand
- NVIDIA's demand outpaces supply, and its supply constraints are the main limitation, not demand, despite China-related uncertainties.
- The AI supercycle will increase demand for all AI chips, benefiting NVIDIA regardless of competition.