NVDA vs TSLA· which do the legends prefer?

This quarter the legends' collective actions clearly favor NVDA (score 76 vs 32). That doesn't make TSLA worse — the score reflects disclosed actions, not a price forecast.

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NVDA
Nvidia · AI accelerator leader
CCS76Consensus
  • Cathie Wood · Held+4
  • Duan Yongping · Held+4
  • David Tepper · Held+4
  • Michael Burry · Held+4

CUDA ecosystem + Blackwell ramp, strong pricing power.

Custom silicon and AMD competition siphon share.

TSLA
Tesla · Optimus humanoid + manufacturing scale
CCS32Weak
  • Cathie Wood · Held+4
  • Duan Yongping · Held+4

Auto manufacturing and AI/FSD data feed Optimus’s path to scale.

Optimus’s timeline is uncertain; the valuation already prices in a lot.

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