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Central to Brown's investment thesis was the perceived value of Tesla as a leading player in AI. Although not widely acknowledged at the time, Brown forecasted that Tesla's innovative approach to AI would be key to its growth trajectory. Today, this vision seems prescient as Tesla has emerged as a leader in AI, propelling its stock prices upward in recent weeks.
The Surge in Stock Prices: Factors at Play
Despite a dip in overall electric vehicle sales in recent months, Tesla's stock has rallied post-election, prompting speculation about the role of Tesla's CEO, Elon Musk, in the political landscape. However, Brown asserts that a more significant reason lies in the company’s advancements in autonomous driving technology.