The Motley Foolยท2025-09-18 07:06Core Viewpoint - The article discusses the contrasting views on artificial intelligence (AI) among Wall Street analysts, highlighting potential risks for two trillion-dollar AI stocks, Nvidia and Tesla, despite the overall optimism surrounding AI's transformative potential in various industries [1][2][3]. Group 1: Nvidia - Nvidia is recognized as the world's largest publicly traded company and dominates the AI-graphics processing unit (GPU) market, with a significant backlog and pricing power [6][7]. - Despite widespread bullishness, one analyst, Jay Goldberg, has a sell rating on Nvidia with a price target of $100, suggesting a potential downside of 44% [8]. - Concerns include the historical tendency for early-stage investment trends to experience bubble bursts and the risk of top customers developing their own AI-GPUs, which could impact Nvidia's market share [9][10]. Group 2: Tesla - Tesla, which integrates AI solutions into its electric vehicles, faces a potential downside of 95%, with a price target set at $19.05 by analyst Gordon Johnson [12][14]. - Critiques of Tesla include skepticism about its ancillary projects, lower-margin hardware sales, and a high valuation compared to traditional automakers, with a P/E ratio estimated at 234 times forecast earnings per share in 2025 [15][17]. - Governance issues, including CEO Elon Musk's history of overpromising and underdelivering, contribute to concerns about Tesla's stock value, as unfulfilled promises may lead to significant declines [19][20].