Core Viewpoint - Tesla's Full Self-Driving software is at the center of a significant debate on Wall Street regarding its potential to generate greater returns compared to the rapidly growing AI chip industry [1] Group 1: Tesla's Full Self-Driving Software - The Full Self-Driving software is seen as a pivotal factor that could enhance Tesla's market position and profitability [1] - Analysts are divided on whether the software will deliver substantial financial benefits, with some believing it could surpass the gains from AI chip manufacturers [1] Group 2: Market Implications - The discussion around Tesla's autonomous driving capabilities is influencing investor sentiment and stock valuations in both the automotive and technology sectors [1] - The competition between Tesla and AI chip companies is intensifying, as both sectors vie for dominance in the evolving landscape of autonomous technology [1]
Will Tesla stock outperform AI darlings like Nvidia and AMD if FSD goes mainstream?