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0:00 Introduction
01:05 Patreon Poll Voted 1,056 Votes
01:38 Face Off Playlist – adding our 11th Today
01:55 This is an AI Story
02:04 How Many of the Magnificent 7 are AI? ALL!
02:41 Amplify Your Intelligence
02:51 AI Spend
04:00 High Level Comparison
05:13 NVDA Earnings Estimates After the Close
06:02 Is NVDA the new TSLA?
06:29 NVDA: Datacenter Growing, Gaming Shrinking
07:07 Collision Course
08:24 Tesla Compute
08:48 OK – Flop Time
09:06 Top Super Computer 1.194 Exaflops
09:41 Tesla Dojo Already Outperforms NVDA A100
10:07 1 Dojo Tile is 6x more powerful and less than 1/6th the cost
11:15 AI Is All About Training – Dojo Trains 4x Faster
11:29 Tesla, as of Q1, had 7 Exapods in Palo Alto
11:44 Tesla Building Data Centers
12:27 IA Math Engine Time
12:36 Nvidia Growth
13:11 Tesla Growth
13:36 Nvidia EPS 2026 Range
14:26 Tesla EPS 2026 Range
14:55 TAM (Total Addressable Market) Time
16:19 TAM Share Price Model 2032
17:37 8 Ways to $8k
18:13 Tesla 2030
18:45 Backing Into Previous Slide – TSLA 2030 Target
19:14 GF Valuation Chart
19:54 Nvidia Financials
20:24 Heavy NVDA SBC
20:34 Tesla Financials
20:51 Cash to Debt – TSLA has far more cash and less Debt
21:03 NVDA Stock Dilution – Low Insider Ownership
21:48 TSLA Stock Dilution Higher – Higher Insider Ownership
22:28 Want a Recap? http://InvestAnswers.Substack.com
22:39 Conclusion
22:47 Market Info – Tesla Wins Rev/MC and PE
23:11 30K Foot Ratios – Tesla wins 71%
23:54 Analyst Upside – NVDA Wins
24:48 IA Targets 2025 – Tesla Wins
25:25 Detailed Ratios
25:57 Historic Performance
26:29 Nvidia TA 5 Years on the Weekly
27:02 TSLA TA 5 Years on the Weekly
27:22 Face Off Comparison
28:13 Winner
