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Tesla Is Making a Big Tech-Sized AI Bet Without Big Tech Margins
ByJeremiah Tay September 4, 2026September 4, 2026

Singapore’s National Day Rally made me more bullish on robotaxis generally, but not on Tesla specifically. The stock is running a Big Tech-style AI bet without Big Tech margins to fund it — here’s why I’m staying on the sidelines for now.

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WeRide: The Cheapest Pure-Play Bet on Autonomous Driving
ByJeremiah Tay February 27, 2026March 20, 2026

WeRide (NASDAQ: WRD, HKEX: 0800) is the world’s first publicly listed robotaxi company — already running commercial driverless rides in Abu Dhabi, Singapore, and across Europe. It trades at 24x EV/Revenue vs Waymo’s 360x. Here’s why it’s my 4th stock pick for 2026.

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