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 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 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 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 Nvidia.
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protraderx : Tesla and the business model do not create an ecosystem that will require the entire world to dependent on them unlike Nvidia who is basically monopolise the entire AI world. AMD might even be gone if it cannot catch up.
manyjackie OP : amd's dominance is under threat!