Veytics Intelligence
2026-09-23 · NASDAQ

I Speculated That Stanley Druckenmiller's Tesla Buy Was About FSD. Billionaire Investor Ron Baron Just Confirmed My Thesis.

Key Points Most Tesla bulls are fixated on the company's AI projects: Robotaxi and Optimus. Tesla's most measurable progress is being made in its self-driving software platform, not AI. Billionaire investor Ron Baron just said the time to buy Tesla stock is now, and he says the adoption of Full Self-Driving (FSD) is why. These 10 stocks could mint the next wave of millionaires › Last month, I made a simple assertion: Stanley Druckenmiller's decision to buy call options in Tesla (NASDAQ: TSLA) was less of a bet on its artificial intelligence (AI) efforts and more likely a wager on the value of Full Self-Driving (FSD). The company's Robotaxi platform and its Optimus humanoid robots are projects that still live mostly in the future.

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