Andrei Stanescu / Getty Images According to the European Automobile Manufacturers’ Association (ACEA) November report on EU car registrations, the figure for Tesla Inc. (NASDAQ: TSLA) decreased 34.2% to 12,130. For the first 11 months of the year, they were down 38.8% to 129,024. The declines are part of a larger problem that runs from China to the United States. It also shows the extent to which the company’s strong stock performance this year is based on founder and CEO Elon Musk insisting that Tesla is ...

Group 1: Tesla - Tesla's stock has reached an all-time high and is close to surpassing Meta Platforms and Broadcom in market capitalization, potentially becoming the sixth-most-valuable U.S. company [1] - Investor excitement is driven by Tesla's robotics and AI investments, particularly its autonomous driving technology and the expanding robotaxi project, indicating a shift from traditional EV sales to self-driving cars and robots [2] - Tesla's profitability has declined significantly, with operating margins dropping to 5.8% in Q3 2025 from 10.8% in Q3 2024, highlighting challenges in funding its future initiatives [3] - The current valuation of Tesla is based on future earnings potential rather than current performance, which may lead to underperformance in the stock over the next three to five years despite potential exceptional results [4] Group 2: Nvidia - Nvidia is capitalizing on AI opportunities by selling GPUs and related software to data centers, marking a shift from its previous focus on gaming and automotive markets [6] - Nvidia faces increasing competition from companies like Advanced Micro Devices and Broadcom, with Broadcom collaborating with Alphabet to develop custom AI chips, which could impact Nvidia's margins [7] - Despite potential margin declines, Nvidia is positioned to become the most profitable company globally, supported by a strong balance sheet and substantial free cash flow for long-term investments and R&D [8] - Nvidia's R&D is bolstered by cash flow, leading to a rapidly evolving product pipeline, including the upcoming release of its new AI-optimized GPUs, Rubin [9][10] - Nvidia's valuation is more reasonable at 37.2 times forward earnings compared to Tesla's 292.9, suggesting a better risk-reward profile for investors looking towards 2026 [12]

“Only about $30-$40 per share in that business.” That curt assessment comes from five-star analyst Jed Dorsheimer of William Blair, highlighting just how differently the market now views Tesla stock. Although EVs still generate the lion’s share of its sales (over 75% in Q3), Dorsheimer feels that investors value Tesla more like an AI and robotics player. Recent gains in Tesla stock are reflective of that shift. For perspective, Tesla stock has risen a remarkable 48% over the past six months and 14.3% ...

Group 1 - Investors are extremely optimistic about Tesla's prospects in driverless car technology and robotics [1] - Tesla is considered one of the most polarizing stocks in the market currently [2]

RT Anthony Pompliano 🌪 (@APompliano)I am writing a letter to investors about deflation, interest rates, artificial intelligence and robotics.It will be published tomorrow for anyone who reads The Pomp Letter.You can sign up here: https://t.co/29uk453LoP ...

I am writing a letter to investors about deflation, interest rates, artificial intelligence and robotics.It will be published tomorrow for anyone who reads The Pomp Letter.You can sign up here: https://t.co/29uk453LoP ...

See the exhibit everyone is talking about...REGULAR ANIMALS by @beeple is sparking conversations all around the world about the crossover of digital art, robotics, AI, crypto, and the physical world.Experience it at Zero 10 Art Basel Miami Beach. https://t.co/Vl8uyA2cYwThe Associated Press (@AP):An Art Basel installation featuring robot dogs with wax heads of Jeff Bezos, Elon Musk and Mark Zuckerberg went viral as it examined how tech leaders influence how we see the world. https://t.co/759m7271nb ...

RT Apptronik (@Apptronik)“It’s important that we lean in, think about a national robotics strategy and support this burgeoning industry in the U.S. so that we can remain competitive.”Apptronik co-founder and CEO Jeff Cardenas spoke with @politico earlier this week and was on @CBSNews yesterday discussing the importance of a national robotics strategy that puts America ahead in the A.I. race.Watch here: https://t.co/bPKcFDFBO8 ...

BREAKING: @elonmusk on investing“I don’t buy stocks or manage a portfolio. I just build companies.If I had to pick:Google (AI groundwork = insane future value), Nvidia (obvious) and anything crushing it in AI, robotics, or spaceflight will own almost ALL the value.” https://t.co/daHnenpwY1 ...

Ethical and Societal Implications - The core challenge lies in discovering life's purpose when AI and robotics surpass human capabilities [1] - Industry experts suggest that the rise of AI and robotics may lead to existential questions about human value and contribution [1] Technological Advancement - AI and robotics are rapidly advancing to a point where they can outperform humans in various tasks [1]