Why I'm Watching Tesla, AI Stocks — and the Bigger Race Reshaping Our Future
I'm not a financial advisor. I'm a regular investor living in British Columbia, driving two Teslas, and watching one of the most consequential technology races in history unfold in real time.
I started AI Stock Notes because I couldn't find a place that brought together three things I care about: the rise of artificial intelligence, the long-term vision of Tesla, and an honest look at how the global tech landscape — East and West — is being redrawn right now.
I'm a Tesla owner first
I drive a Model y with Full Self-Driving.
Living with FSD every day changes how you think about Tesla. This isn't a company selling cars — it's a company training a neural network on billions of real-world miles. When you feel the system improve over the air, handle an unexpected situation, make a decision that feels almost human — you stop reading Tesla the way Wall Street reads it, and start reading it the way an engineer would.
I'll be sharing real FSD driving experiences alongside market analysis. Because there's a meaningful gap between what people read about Tesla's autonomy progress and what it actually feels like from the driver's seat.
Tesla didn't just change how I get around. It fundamentally changed how I think about investing in technology.
Why Tesla's future is worth watching closely
Full Self-Driving is only one piece. Tesla is simultaneously building Optimus, a humanoid robot that could redefine manufacturing and labor economics. It's running one of the largest energy storage businesses in the world. It controls a global Supercharger network that's becoming critical infrastructure.
And then there's Elon Musk — one of the most controversial figures alive, and one of the most consequential. Whether you admire him or not, his commercial instincts and long-term bets have an unusual track record of forcing the future to arrive ahead of schedule. Ignoring him as a market force is an analytical mistake, regardless of your personal opinion of him.
I'm genuinely fascinated by where this goes. Not in a fanboy way — in a "this is one of the most important stories in modern history and I want to understand it clearly" way.
Why AI stocks more broadly?
The AI transition is no longer a thesis — it's revenue. Nvidia, Microsoft, Google, and a growing ecosystem of companies are posting real numbers driven by real adoption. The more interesting question now is: who wins the next layer of this race — in models, in applications, in autonomy, in robotics?
That's what I'll be tracking here.
My approach: cautiously optimistic
I'm not a permabull. I watch valuations, risks, and macro conditions as carefully as I watch the technology itself. Great technology and great investment returns are not the same thing, and I try never to confuse the two.
My goal here is to think out loud — rationally, honestly, with the benefit of living inside the technology I write about.
What you'll find here
Tesla technology and stock analysis, including real FSD driving observations
US vs. China tech comparisons: EV, AI, semiconductors, robotics
Elon Musk — the business logic behind the controversy
A Canadian investor's perspective on accessing these trends through TFSA and RRSP
Weekly market observations, written for long-term thinkers
Everything here is my personal opinion. Nothing is financial advice. Always do your own research.
If you're looking for a perspective that goes beyond the standard Wall Street narrative — one that takes the full global picture seriously — I think you'll find something here worth reading.
The stars are the destination. Let's figure out who gets there.
— AI Stock Notes