Musk says AI and robotics output 'will dwarf everything else,' names Google and Nvidia as top picks
elonmusk · x · 2026-10-29
In a 114-minute conversation with stockbroker Nikhil Kamath, Elon Musk said he holds no portfolio but named Google and Nvidia when asked which company he'd buy. He argued the output of AI and robotics "will dwarf everything else," and flagged US deficits running around $2 trillion a year with interest payments exceeding the entire military budget.
The retweeted post also claims Anthropic has filed for a record $2 trillion IPO — unverified, treat with caution. Musk's stock-picking rule: judge the product, not the price — the product, roadmap, and team.
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