$NVIDIA Corp(NVDA)$ In order for AI applications to work, they must run on hardware (servers and network infrastructure) and secure with cybersecurity controls and Infrastructure redundancy to be of good value to organisations and their customers. IMHO, the rise of more and more AI applications will drive demand for hardware including the GPUs, CPUs and other chipsets.
$Tesla Motors(TSLA)$ In the US, Tesla models 3 and Y are about USD 39k and USD 45k. I think it's a USD 7.5k grant from the government. This grant helps make Tesla cars cheaper than non-electric vehicles. Without the grants, people are very likely reconsidering non-EVs.
Electrification of public and private transport is aligned to "Making a Country great" and sustainability agenda. But randomness seems to be ruling the country soon.
Trump Likely to Eliminate EV Credits. Tesla Loses Its $1 Trillion Status
$Tesla Motors(TSLA)$ Do we see significant fundamental improvements of this company or we are being rushed as a herd for this dizzying increase of stock price? Are the global consumers buying a lot more Tesla cars? Or Tesla robots being purchased like hotcakes? Are self-driving cars being promised to be deployed across major US Cities?
$NVIDIA Corp(NVDA)$ Will load up if price falls because firstly the demand of many large investments into AI Factory new kind of data centres or neo cloud data centres, and secondly Nvidia is the dominant supplier of leading edge chips to meet such demands.