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Herbert Ong· 2026-08-02 13:32
🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point?NVIDIA spent years investing in CUDA before AI turned it into a massive advantage.Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus.The comparison isn’t perfect, but it raises an interesting question: are investors judging Tesla before the payoff, or simply pricing in the risks?$TSLA $NVDA ...