Over the last month, TeslaMondo sold off its shares of TSLA and MBLY and piled everything into NVDA. Yes, all-in. Tesla and Mobileye will likely trade sideways for a few months while NVDA rises. TeslaMondo plans to pile back into TSLA, with more $$$ in hand, in time for part II of the Model III reveal. As for MBLY, we’ll see. The company will become increasingly important for sure, but Model III will arrive first.
So think of this move as going to the ATM to withdraw more money for TSLA. TeslaMondo will still publish in the meantime, of course, because the fodder never stops.
UPDATE: Per reader request, here’s where the decision originated. TeslaMondo is all about gut instinct, you see.