We recently published a list of 10 AI Stocks to Watch Amid DeepSeek Impact. In this article, we are going to take a look at where Tesla Inc (NASDAQ:TSLA) stands against other AI stocks to watch amid DeepSeek impact.
The launch of DeepSeek is drawing new battle lines in the AI competition and many analysts believe the technology investment landscape won’t be the same again after the Chinese breakthrough. Talking to CNBC, Databricks CEO Ali Ghodsi said that DeepSeek would result in “distillation” where companies will make smaller, more efficient models based on the technology:
“So we’re going to just see distillation happening left and right. It’s already happening—like, there’s so many versions of DeepSeek that have been reproduced and redone just in the last week as we speak. So this distillation is going to just create so much competition at the LLM or the AI layer.”
In the coming days, it would be interesting to see how American AI companies tackle this challenge and come up with new products or breakthroughs to maintain their dominance.
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Number of Hedge Fund Investors: 99
Seth Goldstein from Morningstar said in a latest program on Schwab Network that Tesla Inc (NASDAQ:TSLA) shares are priced for perfection even after the pullback from the stock’s 52-week high.
“There’s still a lot of positive scenarios that are priced into shares with regards to vehicle delivery growth in 2025 and beyond, from the new, more affordable vehicle that’s set to launch and from the success of self-driving, ultimately translating to Robo-taxis by a management timeline. And I think both of those are realistic. So, I think there’s still a lot of optimism priced in the current stock.”
The analyst was asked what would be the fair value of Tesla Inc (NASDAQ:TSLA) shares. Here is what he said:
“My fair value is 210, so I see a pretty significant decline from the current levels around 390 to get back down to 210. But, you know, I think that once management comes in with their first and second-quarter production and delivery numbers, we’re likely to see that. 20 to 30% seems a little optimistic, which is what Elon Musk was guiding to with the last earnings call. So, I don’t think 2025 is going to see the growth that management guided to. I think that will have some negative market sentiment.”
