Kulina: The path forward for Tesla is autonomy and robotics

Tesla - Q3 deliveries are expected to beat expectations [2] - Tesla's future and stock price are heavily dependent on autonomous driving and robotics advancements [3] - Elon Musk's compensation proposal is giving investors confidence in his focus on Tesla [4] - Tesla's stock has risen 115% from its April lows [3] Nvidia - Nvidia broke out of a two-month consolidation period and hit fresh highs [9] - Demand for Nvidia GPUs is not slowing down due to the early stage of AI development [10] - Nvidia's GPUs are considered the "gold" and "energy" needed to power AI initiatives [10] - Meta is reportedly trying to build its own in-house chips, potentially reducing reliance on Nvidia [8] Market Trends - The momentum for Tesla has returned, with the stock up for seven out of eight weeks [3] - The market is in the early stages of AI demand [10]