Where is Wall Street now, who mocked NVIDIA’s six-year stagnation as a waste of money? Just as NVIDIA swept the AI era with CUDA, Tesla’s five-year sideways movement isn’t stagnation—it’s energy accumulation for the next explosion. Are you still chanting “capital misallocation” after seeing FSD standard inclusion, Optimus, and $5.8 billion in quarterly CapEx? Beneath the surface, FSD subscriptions, robotaxis, and energy GWh metrics are surging exponentially. Tesla now holds priority access to NVIDIA’s latest chip (GB300) and is reshaping the AI landscape. Those fixated solely on stock price charts and growing impatient will once again be left behind as this 10x rally unfolds. Read the bigger picture—don’t be fooled by the chart’s surface.
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