He sold all his Tesla and bought Nvidia in 2025: Nvidia grows at 90% and trades at 20 times forward earnings, far cheaper than Tesla while pursuing the same AI and robotics future; Nvidia's autonomous-vehicle partners will have solutions globally within two years.

Uh Palenteer just announced they're expanding their sovereign AI deployments with Nvidia, L3 Harris, and just now.

I guess in a weird way, could could you guys be a victim of your own success and seeing other car makers noting the success and trying to aggressively come up with similar L2 Plus, you know, type products, maybe partnering with Nvidia or Qualcomm.

And if that happens, could could that be deflationary for FSD pricing?

Yeah, but that's that's been said like for couple of years. Like both of us were Tesla shareholders for quite a while. There's a reason why we don't own it anymore. There is a reason why we still like the products that they make.

But you cannot say that Nvidia and everybody that's partnering up with Nvidia on autonomous vehicles is not going to have autonomous solutions over the next two years around the globe.

you know what? I I was talking with Farzad and I think that this is so true because my my brother's a big uh Elon guy. He holds SpaceX and Tesla. I think those are the two companies that he holds.

And he's not an investment or he he doesn't pick stocks. He doesn't really have a timeline. So for us, you know, I if I had to pick Nvidia or Tesla, that was my decision before or or Tesla versus some some other positions.

I I wanted to rotate out. But there are people who are focused on their their jobs, their careers, and they do think it's going to be 20 trillion. They don't know when it's going to happen, but they believe it's going to happen.

The vision's there. It's slowly moving ahead and it's going to have that popcorn effect where one day it just pops and and the stock runs up like what we're going to see with SpaceX right now.

I mean, all the talk was it was extremely overvalued and then they put up this quarter and we're like, wait a second, do they have something? You know, and then it's like, okay, if they do put on 20 gigawatts and by the way, it's not like Tesla where we're stalled out waiting for something to happen.

No, they're actively on the they're actively on the path. Um that valuation can start to justify itself pretty quickly.

or Nvidia or some of these other companies that are far cheaper than Tesla right now that also have extremely exciting future um like like the their guides are also exciting that that that future of robotics and and all of this is the same future that Nvidia holds that that they will benefit from.

But then Nvidia grows at 90%. Yeah. And it's a 20 times forward PE. You wonder why I sold all my Tesla and bought all my uh Nvidia in 2025.

Uh Nvidia is definitely happy with the way that they are representing their products. um they're essentially the reference design for data centers for NVIDIA

getting him getting Jensen to share, you know, what's valuable and why Veros are important was super helpful. Um, we have a gigawatt worth of virus coming next year and already have significant demand for them and it's great to be having Nvidia leading the way making sure that folks know that this is an important next step for all of them.