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Personally, I don't like making such predictions. I am not buying credit assets today. I think credit risks are too great today. I believe that people who have not gone through serious crises do not understand what can happen to lending, although it will open up huge opportunities for our company. This is another side of economic downturns.
You know, in my experience, good companies only benefit during a crisis. This is not about short-term profits, but about your company in the long term; It is during a crisis that you gain the trust of your customers. I see what's happening , particularly in the area of trade, and it's not just tariffs—there are many risks that arise that we have to be prepared for.
In my opinion, people feel quite calm because they have not yet felt the real impact of the tariffs. The market fell by 10% and rose again by 10%. I think this is a display of extreme self-confidence. In my opinion, when I see all these factors accumulating and balancing on the edge of extremes, I don't think we can predict the outcome.
And I think the likelihood of rising inflation and stagflation is a little higher than others think. When Jamie Dimon speaks, the "smart money" listens , and his words should make every investor think and reconsider their strategy. If lending becomes risky, inflation does not go away, and the market effectively goes into stagflation with its eyes closed.
Where the hell should I invest my money? Don't panic, because today I will talk about three stocks that were created not just to survive during a crisis. They may even thrive if Dimon's warning comes true. Let's figure it out. But first, if you like this approach, smash the like button, share the video, subscribe if you're new here, and turn on notifications to stay up to date with news about innovative companies that don't get covered at major financial shows.
To be clear: I am not a financial advisor. Nothing in this video constitutes financial advice. It is only of an educational and informational nature. Always do your own research and make decisions based on your risk profile. So, let's begin. You definitely won't want to miss this. Okay, let's talk about Tesla, ticker TSLA, because while Jamie Dimon's warning paints a bleak macroeconomic picture, there may still be bright prospects for investors who know where to look .
The US auto industry is facing more than just obstacles. It's overcoming potholes as big as political shifts: a 25 % tariff on imported cars and parts, a 30% tax still in place on Chinese goods, and, as icing on the cake, a Republican-led assault on electric vehicle subsidies and environmental standards.
Add that up, and S&P Global just lowered its 2025 auto sales forecast by 700,000 units. This is not a soft landing. This is a sharp braking. Even consumer sentiment is cooling. Fast charger installations fell by more than 21% in the first quarter. And Bloomberg NEF lowered its estimates for charging stations in the US by 20%.
Additionally, Tesla's reputation, which was once excellent, has fallen to low in the Axios Harris poll. Oh. And yet, this is where value-oriented investors are showing interest. While the headlines scream " sell," the smart money senses an opportunity. Caner Fitzgerald just reaffirmed her buy rating on Tesla with a price target of $425.
This is almost double the price at which the shares were trading a month ago. Why? Because under short-term noise, Tesla's long-term engine runs louder than ever. Robotaxi launch in June. Debut of an affordable electric car this summer. A humanoid robot will appear by 2027. The Tesla Semi goes into production in 2026.
The management software is already working in China . And yes, Elon Musk says he's back to focusing on Tesla. This is not just noise. These are immediate catalysts with potentially huge long-term positive impact. In fact, Tesla shares are up 49% in the last month. And while they are still in the red for the past 3 months, the recovery is real, and it is driven by something bigger than memes or Musk's tweets.
Even regarding the risk of tariffs— maybe Tesla will handle it better than others. Reuters reports that tensions between the US and China are easing, allowing Tesla to resume supplies of key components for the Cyber Cab and Semi just before production begins. Additionally, Tesla's board of directors is developing a new incentive plan for Musk, which could remove uncertainty about his leadership and long-term strategy.
So, is Tesla the ideal stock in these circumstances? No. But value is not found in perfection. It is found in undervalued potential. And if stagflation sets in , automation, energy efficiency, and unmanned logistics will become more than just luxury innovations. They will become a necessity for saving money for long-term investors with convictions.
Tesla's recent struggles could pave the way for one of the most asymmetric opportunities in the market. Now, if Tesla's real-world automation is a way to hedge against an economic slowdown, then this next company takes us beyond science fiction and turns it into real-world revenue. Meet D-Wave Quantum (QBTS), the world's first commercial quantum computer vendor and the only company to create both quantum annealing systems and gate-type quantum systems.
Translation: they're not just participating in the quantum race, they're leading it. And this week they gave the starting signal. D-Wave shares soared more than 27% after the company unveiled its sixth- generation quantum platform, Advantage 2. This is n't just a minor update. This is a huge leap. We are talking about over 4,400 qubits, over 40,000 connectors, and a completely new Zephyr topology that provides 20- channel connectivity .
And this is not just professional jargon. This means that the system is capable of solving tasks that even exaflop GPU supercomputers cannot handle. CEO Alan Barat called it a major milestone not only for D-Wave, but for the entire quantum computing industry. And that's the point. This is not a laboratory demonstration or a " soap bubble." This is a technology that is already producing real results.
Advantage 2 is already live, available in over 40 countries via the D-Wave cloud, delivering 99.9% uptime, minimal latency, and enterprise-grade security , used by over 100 organizations, including 25 Global 2000 companies. When it comes to finances, forget about unconfirmed predictions. This company makes money.
Revenue for the first quarter of 2025 amounted to 15 million, which is 500% more compared to last year. Gross profit was $13.9 million. Thanks to sales of high-performance quantum systems, cash reserves reached $304 million— the highest level in the company's history, and the total number of customers increased to 133, including 69 commercial enterprises.
D-Wave doesn't just create next-generation computing , it turns those technologies into corporate sales . And in a market where investors are looking for real utility and income growth, that's a powerful advantage. But it doesn't end there. D-Wave recently demonstrated quantum supremacy, solving a materials science problem in minutes.
It would take classical computers millions of years to accomplish this. They are also implementing a blockchain hashing solution based on quantum technology, which can reduce energy consumption by up to 1,000 times. And Wall Street is starting to notice. Benchmark's David Williams just raised his price target from $8 to $14, calling this quarter the most significant in D-Wave's history.
The average analyst price target is now around $12.60, and upside potential from current levels still remains. Here is the summary. Quantum computing is no longer a science project. And D-Wave is proving that it is a viable and scalable business . With a real product, real revenue, and real interest from institutions, QBTS is moving from experimental technology to mainstream infrastructure.
If Jamie Dimon is right, and we are moving towards a world where traditional models are breaking down, then breakthrough computing is not a luxury, but a salvation. Now let's talk about a company that is already a titan in the tech world, but still has room to grow, especially considering that AI is at the center of everything.
Nvidia, ticker NVDA, is dominating the AI “gold rush” and is now the second-largest company in the world with a market cap of $3.3 trillion. According to forecasts, the company is rapidly moving towards a valuation of $5 trillion within just the next few years. How exactly? Two words: accelerated computing.
From powering your favorite video games to implementing breakthrough AI technologies like ChatGPT, Nvidia has been at the forefront of cutting- edge technology trends for over three decades. But what fuels this next stage of growth? This is Nvidia's near- monopoly position in the AI GPU market, where it holds a staggering 92% of the data center market.
Its GPUs have become the backbone of AI training infrastructure for cloud giants, government agencies, and large enterprises. Nvidia's revenue is expected to reach $43 billion in the first quarter of fiscal 2026, up 65% year-over- year, thanks to explosive demand for data center chips. Compare that to AMD, whose growth was 36% with revenue of just $7.4 billion.
Nvidia's dominance not only persists, it is gaining momentum. According to Technavio, the global GPU market will grow by $388 billion by 2028. And Nvidia is poised to grab the lion's share, especially considering that it already controls over 80 % of the PC GPU market . Even if Nvidia's share drops slightly to 70%, it could still generate $270 billion in new revenue, putting it on a trajectory of $400 billion in annual revenue by fiscal year 2028.
This could give the company a market cap of $5 trillion, even at a conservative 13x sales multiple. But this story is not just about market size. It is also about strategic control. Nvidia's deep ties with TSMC, the world's most advanced chipmaker, give it unrivaled access to cutting-edge semiconductors.
In fact, Nvidia is expected to use 77% of TSMC's AI chip production capacity this year, up from 51% last year, ensuring tight control over supply as competitors try to catch up. Moreover , Nvidia sees a $1 trillion opportunity in transforming data centers from CPUs to GPU-accelerated architectures. This change promises faster data processing and huge energy savings amid the growing electricity needs for AI tasks.
And here is the unpredictable factor. President Trump recently announced executive orders to extend the life of coal-fired power plants to support the growing energy needs of AI. While the tech sector favors renewables and natural gas, the fact that national energy policy is now shaping itself around AI data centers shows how critical Nvidia chips have become to the nation's infrastructure.
So what does this mean for you? If you missed Nvidia at $100, $500, or even $1,000 a share, the train may not have left yet. With a solid product roadmap, near-total dominance of the GPU market, and explosive demand from AI, gaming, and data center industries, Nvidia is probably just getting started.
Today, Nvidia shares may be trading at around $130, but don't let that price fool you. This is after a 10-to-1 stock split. The company's market capitalization of $3.3 trillion still makes it the second most valuable company in the world. All three of these companies: Tesla, D-Wave, and Nvidia, are riding the wave of exponential growth in AI and quantum innovation.
While each has its own level of risk and maturity, they offer investors access to the future of computing, intelligence, and energy transformation. Whether you're betting on autonomous energy and robotics with Tesla, next-generation quantum computing with D-Wave, or a silicon empire powering AI with Nvidia, one thing is clear.
The AI revolution is just beginning. So, what do you think? Which of these stocks has the most significant growth potential? Share your thoughts in the comments. And don't forget to like, subscribe, and click the bell to receive new smart investment ideas in the AI era.
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