Motley Fool Hidden Gems Investing Elon Musk, Chip Giant?
May 8, 2026
Dan Caplinger, Motley Fool analyst known for clear takes on fundamentals, and Tim Beyers, tech-focused market analyst, dig into Elon Musk’s bold chip-fab plans and the immense technical and financing hurdles. They explore where Musk might compete in chips. Short segments cover SaaS rebounds, AI-native cloud moves, the lasting tech of the next decade, and a few stocks on their radar.
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Prefer Picks And Shovels Over Betting On TerraFab Directly
- Consider chip-equipment and foundry beneficiaries rather than betting Tesla to succeed immediately in advanced fabs.
- Tim recommends ASML for durable exposure and Intel as a potential partner if Intel Foundry scales.
Datadog Shows AI Tailwinds Can Reignite SaaS
- SaaS weakness eased as Datadog's Q1 beat (32% revenue growth) showing AI-powered infrastructure monitoring drove large enterprise deals.
- Tim highlights Datadog's efficiency: $1 S&M returns $3.74 revenue, signaling sustainable margin and free cash flow improvement.
Big Customers Are Powering Cloud AI Growth
- DigitalOcean's AI-native cloud tripled AI recurring revenue and added many million-dollar customers, suggesting big clients still buy external AI infrastructure.
- Dan Caplinger notes management expects 2027 revenue growth to accelerate above 50% because of AI-specific customers.