Tesla, Inc. (NASDAQ:TSLA) is one of the best WallStreetBets stocks to buy according to analysts. On March 2, Tesla, Inc.’s (NASDAQ:TSLA) February sales were reported in a handful of European markets. In Portugal, the company’s sales went up by more than 100% compared to the same period last year. France saw sales rise by 55%. Other key markets like the UK and Germany are set to report this week as...
Tesla, Inc. (NASDAQ:TSLA) is one of the best WallStreetBets stocks to buy according to analysts. On March 2, Tesla, Inc.’s (NASDAQ:TSLA) February sales were reported in a handful of European markets. In Portugal, the company’s sales went up by more than 100% compared to the same period last year. France saw sales rise by 55%. Other key markets like the UK and Germany are set to report this week as well. On February 20, Tesla, Inc. (NASDAQ:TSLA) announced the launch of a more affordable version of its Cybertruck in the United States. The dual-motor all-wheel-drive model is priced at $59,990, making it the cheapest option in the lineup so far. At the same time, the company also cut the price of its high-end Cyberbeast model from $114,990 to $99,990 based on the pricing listed on its website. While Tesla, Inc. (NASDAQ:TSLA) continues to introduce new products, it is also facing legal challenges. On February 20, a federal judge rejected the company’s attempt to overturn a $243 million jury verdict tied to a fatal Autopilot crash in Florida. This decision marked a major setback for the automaker as it is facing a growing number of lawsuits related to its driver-assistance technology. U.S. District Judge Beth Bloom in Miami said that the evidence presented during the trial strongly supported the jury’s decision. For investors, this means the regulatory headwinds that the company often faces in terms of public safety aren’t going away anytime soon. Tesla, Inc. (NASDAQ:TSLA) is a developer, manufacturer, designer, lessor, and seller of electric vehicles and energy generation and storage systems. The company operates across China, the United States, and globally. It operates through the Automotive and Energy Generation and Storage segments. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit sig...
Getty Images Dear partners, Throughout the more than five years since the Fund was launched, our portfolio had no component of either the S&P 500 index or of the ACWI ( ACWI ) in our portfolio. In letters and presentations, I repeatedly mentioned that they are not benchmarks, and our portfolio has no similarity to any well-known index. So why compare its performance to such ETFs at the table below...
Getty Images Dear partners, Throughout the more than five years since the Fund was launched, our portfolio had no component of either the S&P 500 index or of the ACWI ( ACWI ) in our portfolio. In letters and presentations, I repeatedly mentioned that they are not benchmarks, and our portfolio has no similarity to any well-known index. So why compare its performance to such ETFs at the table below? Annual ACWI SPY ( SPY ) 2020 ( DEC ) 3.7% 3.4% 3.3% 2021 23.2% 16.6% 27.0% 2022 -17.1% -19.8% -19.5% 2023 8.6% 19.9% 24.3% 2024 35.8% 15.5% 23.3% 2025 31.1% 20.4% 16.8% 2026 ( JAN ) 15.9% 2.8% 1.1% Accumulated 137.2% 66.6% 88.8% Annualized 18.2% 10.4% 13.4% Click to enlarge ACWI and SPY are ETFs that track the performance of the MSCI All-Country World and the S&P 500 indexes, respectively. Well, it has to be compared to something. It could be compared to bitcoin or gold (more on that later), and it would make just as little sense. The above-mentioned ETFs are low-cost, easy to invest alternatives that anyone could buy to have exposure to equities - at least we are talking about the same asset class. Arguably, the marked-to-market returns of a concentrated (mostly) equities fund such as ours is non-recurring by its own nature. Even by these standards, the 42% annualized returns (net of all fees and expenses) obtained over the last 25 months (i.e., 2023 year-end to January 2026) were considerably more atypical than anything I could hope for. Luck has played a big part in it. By the same logic, the drawdown of -32% from October 2021 to October 2022 was just as atypical. Neither of these outcomes was substantiated by similar underlying economic development of the companies invested - which are usually much smoother. What is recurring is your steadfast trust and commitment through both good and bad times. I am grateful for that. When to sell I have frequently been asked about how I make the decision to sell. Plenty of famous investors / fund managers developed a whole philosop...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. On Wednesday, the White House posted a video of actual military strikes on Iran in the style usually seen in Call of Duty highlight videos, and started the video with a clip from Call of D...
is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. On Wednesday, the White House posted a video of actual military strikes on Iran in the style usually seen in Call of Duty highlight videos, and started the video with a clip from Call of Duty. The real-life footage of missiles and other munitions hitting targets in Iran shows clips seen in other Trump administration videos, like this one posted to the U.S. Central Command X account. As noted by The Washington Post’s Drew Harwell, the animation at the start appears to be from Call of Duty: Modern Warfare III when a player activates a killstreak reward that launches a nuclear strike. The administration has repeatedly used games as a basis for social media posts promoting its agenda. In September, the Department of Homeland Security (DHS) shared a video montage of ICE raids with the caption “Gotta Catch ‘Em All” set to the theme song from the original Pokémon TV show. A DHS post recruiting ICE officers used a Halo image with the text “DESTROY THE FLOOD.” Activision and Xbox didn’t immediately reply to a request for comment.
NiseriN/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/17/2026. Please visit our Tracking Chris Hohn's TCI Fund Management 13F Portfolio article for an idea of their investment philosophy and our last update for the fund's...
NiseriN/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to TCI Fund Management's 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/17/2026. Please visit our Tracking Chris Hohn's TCI Fund Management 13F Portfolio article for an idea of their investment philosophy and our last update for the fund's moves during Q3 2025. This quarter, TCI Fund Management's 13F portfolio value increased from $52.70B to $53.65B. The number of positions remained steady at 9. The top three holdings are at ~60%, while the top five are close to ~84% of the 13F assets: GE Aerospace, Visa, Microsoft, Moody's, and S&P Global. Note: In May 2025, during an interview with Chris Hohn, it was disclosed that they hold significant stakes in Safran SA ( SAFRY ) and Aena SME S.A. ( ANYYY ). Stake Increases: Microsoft Corporation ( MSFT ) : MSFT is a large (top three) ~15% of the portfolio stake established during Q4 2023 at prices between ~$313 and ~$383. There was a ~14% stake increase during Q3 2024 at prices between ~$394 and ~$467. That was followed by a ~17% stake increase in the next quarter at prices between ~$405 and ~$454. Q1 2025 also saw a ~24% stake increase at prices between ~$367 and ~$448. The stock currently trades at ~$405. The last three quarters only saw minor adjustments. Note: MSFT had a previous round trip. A ~12% MSFT stake was built in the 2017-18 timeframe at prices between ~$60 and ~$115. There was a ~50% selling in 2019 at prices between ~$100 and ~$160. There was a ~48% reduction during the two quarters through Q2 2023 at prices between ~$222 and ~$348. The stake was disposed of in the next quarter at prices between ~$312 and ~$358. S&P Global Inc. ( SPGI ) : The ~12% of the portfolio SPGI stake was first purchased in 2017 and built in 2019 at prices up to ~$275. Q1 2021 saw a ~150% stake increase at prices between ~$306 and ~$362, while in H2 2021 there was a ~37% selling a...
At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco Wednesday, Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public, the opportunity to invest in a “consequential company like this” closes. It could be that simple. While firms sometimes pile into companies until ...
At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco Wednesday, Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public, the opportunity to invest in a “consequential company like this” closes. It could be that simple. While firms sometimes pile into companies until practically the eve of their public debut in search of more upside, Nvidia is minting money selling the chips that power both companies — it’s not like it needs to goose its returns by pouring even more money into either one. Asked for comment earlier today following Huang’s remarks, a spokesman pointed TechCrunch to a transcript from Nvidia’s fourth-quarter earnings call, where Huang said all of Nvidia’s investments are “focused very squarely, strategically on expanding and deepening our ecosystem reach” — which it has presumably already accomplished with its earlier stakes in both companies. Still, a few other dynamics might also explain the pullback. Industry watchers have repeatedly flagged that investing heavily in your own biggest customers creates circular, conflicted arrangements that could have negative downstream effects. When Nvidia first announced it would invest up to $100 billion in OpenAI last September, MIT Sloan professor Michael Cusumano described it to the Financial Times as “kind of a wash,” observing that “Nvidia is investing $100 billion in OpenAI stock and OpenAI is saying they are going to buy $100 billion or more of Nvidia chips.” That circular logic may help explain why Nvidia ultimately pared back that commitment. The investment it finalized just last week, as part of a $110 billion round, came in at $30 billion — well short of the $100 billion it had once pledged. On Wednesday, Huang acknowledged as much, saying investing the full amount is “probably not in the cards.” Some have posited that bad blood between the two companies could also be a fac...
At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco Wednesday, Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public, the opportunity to invest in a “consequential company like this” closes. It could be that simple. While firms sometimes pile into companies until ...
At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco Wednesday, Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both, saying that once they go public, the opportunity to invest in a “consequential company like this” closes. It could be that simple. While firms sometimes pile into companies until practically the eve of their public debut in search of more upside, Nvidia is minting money selling the chips that power both companies — it’s not like it needs to goose its returns by pouring even more money into either one. Asked for comment earlier today following Huang’s remarks, a spokesman pointed TechCrunch to a transcript from Nvidia’s fourth-quarter earnings call, where Huang said all of Nvidia’s investments are “focused very squarely, strategically on expanding and deepening our ecosystem reach,” — which it has presumably already accomplished with its earlier stakes in both companies. Still, a few other dynamics might also explain the pullback, including the circular nature of these arrangements themselves. When Nvidia first announced it would invest up to $100 billion in OpenAI last September, MIT Sloan professor Michael Cusumano blandly described it to the Financial Times as “kind of a wash,” observing that “Nvidia is investing $100 billion in OpenAI stock, and OpenAI is saying they are going to buy $100 billion or more of Nvidia chips.” That could explain why the commitment shrank. The investment Nvidia finalized just last week as part of OpenAI’s $110 billion round came in at $30 billion — well short of the $100 billion it had once pledged. (On Wednesday, Huang acknowledged as much, saying investing the full amount is “probably not in the cards.”) Some have posited that bad blood between the two companies could also be a factor, a suggestion Huang has called “nonsense.” Whatever the case, Nvidia’s relationship with Anthropic has looked fraught in its own right...
There's no shortage of great companies to invest in, but narrowing down your decision to just a couple of top stocks can be difficult. Volatility in the market earlier this year has left some investors wondering which companies have the stability, growth prospects, and lead in their respective markets to be long-term winners. If you're searching for two such companies, I think Taiwan Semiconductor...
There's no shortage of great companies to invest in, but narrowing down your decision to just a couple of top stocks can be difficult. Volatility in the market earlier this year has left some investors wondering which companies have the stability, growth prospects, and lead in their respective markets to be long-term winners. If you're searching for two such companies, I think Taiwan Semiconductor Manufacturing (NYSE: TSM) and Amazon (NASDAQ: AMZN) fit the bill perfectly. Both dominate their niches and are tapping into long-term trends that should keep their businesses humming for years to come. Here's why. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » 1. Taiwan Semiconductor continues to benefit from AI chip demand It's hard to escape the constant drumbeat of artificial intelligence (AI) news, but there's a good reason it's getting so much attention. AI could add nearly $16 trillion to global GDP by 2030, according to PwC data, and it's transforming industries at a rapid pace. Technology companies are racing to integrate AI into their products and services at breakneck speed, fearing that if they don't, they'll be left behind. That's causing tech giants, including Nvidia, Microsoft, Amazon, Alphabet, and others, to invest trillions of dollars into data centers with advanced processors. This is where Taiwan Semiconductor (often referred to as TSMC) comes in. The company is the leader in advanced semiconductor manufacturing, holding nearly 90% of the market, and it's resulting in gangbuster growth. Artificial intelligence sales are expected to double this year, according to management, and consensus estimates from analysts put the company's total sales at $4.2 billion for fiscal 2026, up 16% from the previous year. What's more, TSMC is very profitable, with earnings rising 53% to $2.12 per American depositary receipt (ADR) in the most recent quarter. Some people have worried that...