Nvidia(US:NVDA) Xin Lang Cai Jing·2026-03-05 14:04Core Viewpoint - Leo Koguan, a major investor in Tesla, has purchased 1 million shares of Nvidia, asserting that artificial intelligence is not a bubble but just the beginning [1][5] Group 1: Investment Actions - Leo Koguan bought 1 million shares of Nvidia at approximately $180.05 per share, totaling around $180 million [1][5] - Koguan's net worth is estimated at $12.8 billion according to Bloomberg Billionaires Index [1] - He has expressed intentions to continue buying Nvidia shares [1] Group 2: Tesla Holdings and Views - Koguan's wealth primarily comes from his Tesla holdings, where he was once the third-largest individual shareholder [2][5] - He has reduced his Tesla holdings and started investing in U.S. Treasury bonds due to concerns about a potential market crash [2][5] - Despite reducing his stake, Koguan still considers Tesla a leading player in embodied AI and believes its energy business, Cybercab, and Teslabot are undervalued [2][5] Group 3: Future Valuation of Tesla - Morgan Stanley estimates Tesla's energy business could be valued at around $140 billion, equating to approximately $40 per share, with a target price of $415 for Tesla [6] - The Cybercab and Optimus robot are seen as critical to Tesla's future growth, with the first Cybercab already off the production line [6][7] - Elon Musk has indicated that 80% of Tesla's future value may come from Optimus, which is expected to be showcased soon [7]