That schism in demand between AI chips and legacy semiconductors created diverging fortunes for chip makers. Those with significant AI exposure like Nvidia have grown exponentially, but companies that ...
Tesla also plans to begin its robotaxi business in 2025. Considering that a new vehicle, FSD, robotaxis, AI advancements, and the potential mass production of the Optimus robot may not be far away ...
"We can almost definitively say the market doesn't treat TSLA like an auto company, but rather an AI company," he wrote in a Thursday report. But should Tesla be trading more like an auto stock?