TSLA vs NVDA — which one for 2017?

You may recall TeslaMondo divested its Tesla shares and replaced them with Nvidia shares, with the intent of returning to TSLA upon Part II of the Model III unveiling. Well, Part II turned out to be a general announcement about autonomous hardware. Nice, but not the Part II everyone was expecting. So when will the REAL reveal happen? Let’s assume in the spring.

This poses a dilemma. Should TeslaMondo return to TSLA or stick with NVDA even through the Model III unveil? Which stock has the strongest legs for 2017?

TSLA: It has staged a convincing comeback from the sub-200 catacombs, and looks to be building momentum going into the anticipated Year of Grand Fruition, when the great Master Plan Part I culminates in the Earth-altering Model III and the assimilation of solar products to silence the dirty EV argument. The start of 2017 seems like a good entry point as these new climactic chapters begin.

NVDA: It’s an octopus that has every one of its tentacles wrapped around something juicy: gaming, autonomous driving, machine learning, big data processing, crabs, polychaete worms, clams and whelks. The stock is going cuckoo for Cocoa Puffs as lay investors by the thousands start to understand Nvidia’s uniquely nuclear position in so many important branches of emerging tech, especially this new “deep learning” thing. This company is welded firmly in the right intersection at the right time, and so is TeslaMondo:


Why leave a place where you can lounge around while girls fan you with palm leaves and feed you grapes? It sure beats riding shotgun with sweaty ol’ Don Quixote Musk. But maybe this decadence will wear thin after a while. After all, what fun is notching multi-thousand-dollar gains every day? What fun is pondering this Lotus Elise as a replacement for the Toyota Mr2 Spyder in the driveway, despite your wife, children and all rational thought?


8 thoughts on “TSLA vs NVDA — which one for 2017?

  1. Brian says:

    Considering the run you’ve had with the more recent company and the lower share price, it may be worth sticking with….perhaps moreso because plenty of people will tell you not to.

    If you’re looking to diversify, the option of holding both may be a good one, if you find the right exit point and entry point. Of course, while mulling over batteries, solar power, autonomous cars, AI, and gaming you can have a computer execute the trades for you at those points automatically.


  2. Timmy says:

    “Which stock has the strongest legs for 2017?”

    stronger, that is (or should be).

    I guess I care more about grammar than speculation and/or profit.


  3. T says:

    Buy a Tesla


  4. Eric says:

    @Brian Lower share price? How is that relevant to the decision at all? Nividia market cap is nearly $60B while Tesla only $35B. So which one has more room to run? That depends on your outlook of course, but for me Tesla clearly is involved in much, much larger markets with only slightly over half the market cap. Tesla will likely take longer to pay off, but the pay off should be much larger than Nividia over time in my opinion.

    I do like your idea of perhaps transitioning vs choosing all of one or the other.


  5. Dave says:

    Personally I thing NVIDIA is over-cooked and it’s a prime moment to jump back into TSLA. Note I’ve been in TSLA the last year and did rather envy your excellent switch to NVIDIA, but feel the bubble will burst. Once M3’s start rolling off the production line…


  6. […] Originally published on TeslaMondo. […]


  7. brschultz says:

    I wrote a piece on Tesla myself. The recent run has been simply astonishing.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s