Well, whadya know... 2 TOP AI PLAYS (Patreon)

Herbert interviewed Wedbush's Dan Ives on physical AI:

"The two top physical AI plays in the market are $NVDA and $TSLA. I don’t think any of that valuation is included in the story today. We’re not even counting Optimus into the $2 trillion. Because I believe that as they begin to scale it and deploy it, it could be EVEN BIGGER than autonomy." Dan Ives