This Overlooked AI Trade Has Been Quietly Outperforming Nvidia Over the Last 6 Months

While Nvidia remains a top AI stock, Rivian Automotive has quietly outperformed it over the last six months by heavily investing in AI-powered autonomous vehicle technology. The EV maker is positioning itself as a supplier to robotaxi operators, with a major $1.25 billion deal with Uber for 50,000 R2 SUVs. Despite current losses, Rivian's smaller market cap ($24B vs Nvidia's $4.8T) offers greater growth potential if autonomous driving becomes mainstream by 2031.