Currently, Nvidia's stock trades at about 40 times forward earnings. That's historically quite expensive, but few companies have been able to sustainably grow as quickly as Nvidia. For Q2, Nvidia ...

Those are three incredibly bullish assumptions -- the company hasn't achieved 40% year-over-year growth in recent quarters ...

Tesla has room to increase its market share, but margin expansion faces execution risk. Click here to read why I rate TSLA ...

The AI race is splintering big tech names, with investors pointing to a divergence in business approach and stock performance.