Quick Read – Tesla (TSLA) posted Q1 revenue of $22.38B (+15.78% YoY) with automotive gross margin at 21.1% and 1.28M FSD subscribers. – Nvidia (NVDA) delivered $81.615B in revenue (+85.23% YoY) with Data Center revenue of $75.246B and 75% gross margin, and $100B in total…
areholder returns authorized. – Tesla’s valuation at 204x forward earnings versus Nvidia’s 25x forward P/E reflects radically different risk profiles, with Tesla betting on unproven robotaxis and Optimus robots while Nvidia sells chips at scale for an infrastructure expansion already underway. – The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE
Tesla (NASDAQ: TSLA) and NVIDIA (NASDAQ: NVDA) just delivered post-earnings updates that frame the AI trade in opposite ways. Tesla is pitching a future of robots, robotaxis, and software fleets. NVIDIA is already selling the picks and shovels at scale.
Both stocks sit near the heart of every AI portfolio, yet the businesses behind the tickers look nothing alike right now. The analyst who called NVIDIA in 2010 just named his top 10 stocks. Get them here FREE.