$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ Elon Musk keeps trying to position himself in AI, but the track record on delivery is hard to ignore. This is the same person who promised to send humans to Mars and build a base, and with 2027 approaching there's still nothing concrete. The same person who promised 1 million cybercabs for 2019, then pushed it to 2020, and since then it's maybe a few hundred cabs at best while Waymo has thousands and thousands around the world. The same person who asked a nation to vote for someone he knew was linked to the Epstein files. The same person who used Tesla capital to develop xAI and SpaceX while Tesla investors got little in return. The same person who said Tesla had millions of reservations for the Cyber Truck and it turned into a pure fiasco. Musk knows how to sell a story. Neoclouding is mandatory to AI development. Simple.
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