Matt Tuttle zeros in on Tesla (TSLA), arguing that it’s not a car company, it’s an A.I. vertical. He talks about the Elon effect and competition among E.V. companies. “I would not bet against Elon long-term,” but he’s more uncertain short-term. On Supermicro (SMCI), he argues that its products are essential to Nvidia (NVDA) dominance, but right now “you’d just be catching a falling knife” in the stock.