The Only Stock We’re Buying More Of Right Now

**Dave** (0:03)
It is one of the great debates of our time, right up there with Coke vs. Pepsi, iPhone vs. Android, TikTok vs. Real. That's right, today it's Tesla vs. Nvidia, two stocks on the verge of something even more unbelievable. Over the weekend, Tesla demoed its fully autonomous robot taxi service for the first time on public streets in Austin, Texas to a handful of ex-fluencers in what could be considered a watershed moment for autonomous transportation. Over at Nvidia, they've shown us the future too, unveiling Blackwell Ultra and a two-year roadmap for a massive AI compute leap, setting the stage for an even larger scale modeling for AI and robotics. So the question this morning, if you could only invest in one of these companies, which one would it be? A few years ago, Jordan called Tesla his forever stock, and I think at some point after that, he sold it, and I'm pretty sure he bought it back. Chris has been calling Nvidia his number one stock until he started calling Robinhood his number one stock. So we're gonna have to clear that up. Today on Dumb Money, the one and only stock we're buying more of right now. This is Dumb Money Live.
Hey there, Dave here along with Chris and Jordan. We are Dumb Money. Welcome to Dumb Money Live. Have to hit the right buttons. Quick reminder, smack the old like button, help us train the almighty algorithm. It's quick, it's easy, it's free. Chris, Jordan, this should be a fun one today. Tesla, Nvidia, two of my favorite stocks. I think they're stocks that most of our audience likes and follows pretty closely. But I can tell you for a fact that I'm only adding to my position in one of those two stocks.

**Chris** (1:36)
Me too, I'm adding it in one, not two.

**Dave** (1:39)
Where do you want to start this morning?

**Chris** (1:41)
Well, let me start by what I added the most, the stock I added the most to last week, and it was Tesla. Why? I mean, it's pretty obvious. We had the RoboTaxi rollout this weekend. If you look at the way that rollout was handled, and it was pretty obvious that only positive, only positivity would circulate on Sunday, right? You know the players.

**Dave** (2:08)
They invited 20 people from X who give very positive feedback on Tesla, on Tesla's every move. So yeah, that did seem like a fairly obvious play there.

**Chris** (2:21)
Yeah, so I had a pretty massive lever position in Tesla over the weekend. I actually rolled it up yesterday morning, and I still had a pretty massive position going into this morning. However, last night, last night is when the other side of the story started to bust out, right? Everyone started to critique every flaw in that initial, initial day's rollout.

**Dave** (2:52)
What do you mean by some of these critiques? It's like frame by frame watching the videos that were posted by ex-influencers who are positive on Tesla, and they're like, oh, did you see here where it tried to turn and then couldn't turn and then had to correct? Isn't that what it's supposed to do? If it is going down the wrong path, it corrects itself?

**Chris** (3:13)
I think, Dave, some of the critique was fair. Some of the critique was just Tesla hating, but it really doesn't matter, because the reality is that there is a lot of new negative publicity on Tesla as of last night. So what I did this morning is I exited most of that Tesla levered position. And I think the key here, when it comes to Tesla trading the next few weeks, the next few months, you just have to trade the daily information. I think there are going to be lots of ups and lots of downs on Tesla. The good news is if you pay attention, even a retail trader can actually see that story unfold in real time. And I think there is an opportunity to trade the ups and downs in Tesla as the robo taxi launch starts to get larger. It's going to have issues. And Dave, the big issue here is that it's almost impossible for a launch like this to go perfect. And every single time one of those robo taxis messes up, it's going to be publicized. All the haters are going to jump on the bandwagon. It's going to get a massive number of views across all the social channels. And whether you like it or not, just like this morning, in a raging bull market today, Tesla is down, it's going to impact negatively Tesla stock.

**Dave** (4:45)
Is that the only thing going on with Tesla stock? I saw it up this morning, and then I last checked and it's down. So I assume it's because of that, but I haven't seen. Is there any other news story breaking that the rest of the market up is bringing Tesla down?