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Imo this is the best stock portfolio for 2025 1) Nvidia 25% 2) Tesla 25% 3) Alphabet 25% 4) Meta 25%

@Gfilche @Waymo @robotaxi Realistically how ling can Tesla wait? The ‘waymo can’t scale’ argument keeps getting weaker.

📈 @Waymo is growing like crazy 500,000 rides per week, doubling in just 11 months At a ~$500M revenue run-rate 💵 When does @Robotaxi catchup? ⚡️

@shadowcrewtroll @garyblack00 V14 was a huge step up, around a 6x increase in performance from V13 because they doubled data and gpus. They have done that again so potentially. I think a 4x increase in safety would be enough for autonomy in Texas but its still a probability.

@AssetInvestorr @garyblack00 Must be pretty close. They are already offering driverless rides in Austin.

Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla Surbhi Jain 03/30/2026 14:46:08 Benzinga Newswire The autonomous vehicle (AV) race was supposed to be Tesla’s to lose. Instead, it's starting to look like a market being rebuilt around it. Because while Tesla is still pushing its full-stack vision, a very different model is quietly taking shape — one that doesn't need Tesla at all. The AV Stack Is Splitting — And Scaling Fast Start with Alphabet’s Waymo. Following a fresh capital raise, Waymo is accelerating fleet expansion and ride volumes — and as JPMorgan analyst Doug Anmuth notes, estimates are now being revised higher, with the fleet potentially scaling from ~3,000 vehicles to ~50,000 by 2030. At the same time, Uber Technologies is stitching together a global AV marketplace. Rather than building everything in-house, Uber is partnering across the ecosystem — from Zoox and Wayve to OEMs like Rivian Automotive — while expanding its relationship with Nvidia. Anmuth highlights that this growing network of partnerships is increasing the likelihood of a fragmented, multi-player AV ecosystem — one that naturally favors a marketplace model like Uber's . This isn't a single-company race anymore. It's an ecosystem. Platform Vs Product Is The New Battle Tesla's strategy is clear: own the car, the software, and the network. But the market is moving toward separation. Uber is building the demand layer. Nvidia is emerging as the compute and software backbone. Waymo and others are scaling the autonomy layer. OEMs are supplying the vehicles. Each piece is becoming modular — and more importantly, replaceable. That creates a very different competitive dynamic. Instead of one winner, the AV stack starts to resemble cloud computing — multiple players, each owning a layer. Where Does That Leave Tesla? That's the uncomfortable question. Tesla still has advantages — data, vertical integration, and a massive installed base. But it's increasingly betting on a closed system in a market that, as Anmuth's analysis suggests, is trending toward collaboration and shared infrastructure. And scale is no longer exclusive. Waymo is ramping. Uber is expanding. Nvidia is enabling. Tesla doesn't need to lose for this to matter. But if the future of autonomy is a shared ecosystem, the company that tried to own everything may end up owning less than expected. $TSLA $GOOG $UBER $NVDA $AMZN $RIVN

@TheLongInvest Prove it

$METAs pull back is not complete yet $444 is the target Bill Ackman will be down -40-50% on his position since adding in Q4 Horrific

@shadowcrewtroll @garyblack00 The key distinction is Tesla might, autonomy not solved yet

@garyblack00 Tesla should be able to build 2 million cybercabs per year, no problem. Waymo won't be able build anything close to that volume.

@HolySmokas Im in fear because big tech is going from high margin software to low margin hardware

How do you feel? Are you in... 1. Extreme Fear 2. Fear 3. Neutral 4. Greed 5. Extreme Greed Personally for me I am...see more

Wow, big tech have super low PE ratios. That is only true if you are bullish and believe GPU’s will still be used in 6 years. If you believe they will last 3 years here are the current pe ratios. Despite the huge sell off. $Amzn 39.63 $Googl 30.86 $META 33.14 $MSFT 28.52

@Ashton_1nvests Its a 33 pe ratio if you cap gpu depreciation at 3 years

I can’t believe $META is at ~17x forward earnings…

@AgginSwaggin @NotA_Bull Tesla does have income, shrinking income

@NotA_Bull @AssetInvestorr p/e is irrelevant in some contexts. like if a company has no income, then it's p/e is infinite regardless of it's value.

Sold my $TSLA for a profit … I get the hype, but a 360 P/E goes against everything I’ve learned about investing. Are you still holding $TSLA at these levels, or is the math not mathing? lol

@KimDotcom 170 actually

No offense. But sell now.

@steadfast2561 @SupBagholder It is, if metas ai does really well it can displace TikTok FYP

@AssetInvestorr @SupBagholder Yeah I dont think the thesis is dependent upon Llamas success at all

Never did I expect Meta to guide for 33% top-line growth in Q1 26, only for the stock to sell off as sharply as it has. -34% from highs. Meta is accelerating its top-line growth. at over 30% yoy. The market is throwing a tantrum, and that’s our opportunity to seize.

@jakeshieldsajj There are no communist countries they all ditched it

I’m in Vietnam a “communist” country and they are clearly on an upward swing It’s clean safe beautiful, zero homeless, free healthcare and little crime Their GDP is growing 4 times faster than in America Now I'm not a communist but this isn’t the horror we were told

@StockSavvyShay @fiscal_ai Free cash flow is the problem

$AMZN is now trading at its lowest valuation in more than a decade. We ArE sO iN a BuBbLe.

@garyblack00 How long does Tesla have to solve autonomy? Everyone says Waymo can’t scale but it seems they can.

$GOOG continues to ramp up Waymo paid unsupervised ride hailing - now 500K paid rides per week in 10 cities, with a target of 1.0M/week by year-end. This actually helps $TSLA long-term since it significantly expands the total addressable market for autonomous ride hailing.

@StockOptionCole maybe

Sorry $META $AMZN $GOOGL dip buyers All of them are going another -10% lower

@RavOptions @SupBagholder I highly doubt that

@JamesEFoster @Telegraph It doesn’t matter that he is Jewish i don’t know why you keep repeating it. I’m saying that he wont stamp out antisemitism because its not woke to.

@AssetInvestorr @Telegraph Stamp what out? He’s Jewish. He has overwhelming support.

🚨 EXCLUSIVE: Green Party activists have described Jewish people as “an abomination to this planet” in a string of anti-Semitic WhatsApp messages, The Telegraph can reveal 🔗: telegraph.co.uk/politics/2026/…

@JamesEFoster @Telegraph Zack wouldn’t stamp it out

@Telegraph Zack Polanski is Jewish. The party has record membership numbers because of him. I’d be very intrigued to know who posted these messages & the motivation. Because the groups I am in are very supportive of Zack and I’ve never seen a single word that’s anti-Semitic.

@SawyerMerritt Tesla just can’t afford to be this slow anymore, 25% growth in a month

Waymo’s weekly paid robotaxi trips over time: • Aug 2023: 10,000 • June 2024: 50,000 • Aug 2024: 100,000 • Feb 2025: 200,000 • June 2025: 300,000 • Feb 2026: 400,000 • March 2026: 500,000 Estimated ~$500M ARR.