Matt Smith(@nerdalert):I think that’s completely reasonable, and many of most of our clients are in a very similar situation. But we’ve had huge success investing in other names, while TSLA has been stuck in neutral. LT I’m sure it will be fine, but there’s an opportunity cost to missing some of the other huge AI plays right now. And on a personal level I find it a bit frustrating that everything in AI except for Tesla seems to be progressing at warp speed right now.

Matt Smith

@nerdalert

Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!

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Matt Smith@nerdalert

2026.08.16 23:55

I think that’s completely reasonable, and many of most of our clients are in a very similar situation. But we’ve had huge success investing in other names, while TSLA has been stuck in neutral. LT I’m sure it will be fine, but there’s an opportunity cost to missing some of the other huge AI plays right now. And on a personal level I find it a bit frustrating that everything in AI except for Tesla seems to be progressing at warp speed right now.

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