Tesla or Nvidia or Microsoft over the next 1-3 years?
I'm interested in what your guys thoughts are on these 3 companies trajectories in the near future.
$Tesla(TSLA.US$ is actively reducing the prices on their EVs while other automakers can barely make a profit with their higher prices. I think they are just so far ahead of the competition that they will increase their market share along with the entire EV market growing.
$NVIDIA(NVDA.US$ is obviously the king of AI right now and probably for the foreseeable future. Their forward PE is 40 and not too high for a growth stock. I don't see any real competitors, maybe AMD, but that's a stretch.
$Microsoft(MSFT.US$ is in an interesting spot. They acquired OpenAI and incorporated that in Bing. I'm not sure what direction they're trying to go with that. I'm not convinced they can take any meaningful market share from Google. I think Cloud and Gaming is where they will see huge growth in the near term.
If I were to pick one I would choose Tesla.
$Tesla(TSLA.US$ is actively reducing the prices on their EVs while other automakers can barely make a profit with their higher prices. I think they are just so far ahead of the competition that they will increase their market share along with the entire EV market growing.
$NVIDIA(NVDA.US$ is obviously the king of AI right now and probably for the foreseeable future. Their forward PE is 40 and not too high for a growth stock. I don't see any real competitors, maybe AMD, but that's a stretch.
$Microsoft(MSFT.US$ is in an interesting spot. They acquired OpenAI and incorporated that in Bing. I'm not sure what direction they're trying to go with that. I'm not convinced they can take any meaningful market share from Google. I think Cloud and Gaming is where they will see huge growth in the near term.
If I were to pick one I would choose Tesla.
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i short the sheriff : NVDA.
Yisen : Tesla has FSD, robots, Dojo supercomputers, energy storage, and charging networks. Each order is at the level of 100 billion to 10,000, and it is the future direction of humanity. Nvidia has a single business. CUDA makes it impossible for competitors to compete with it in the short term. There may be alternatives in a few years, from Microsoft, Amazon, Google
Even Tesla's dojo. Microsoft has a deep moat and is also a great company. If you choose Tesla > Microsoft > Nvidia
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