Which stock will be the next Tesla is a question on the minds of investors and tech enthusiasts as the internet-first economy accelerates. With digital platforms, blockchain, and AI reshaping markets, understanding which companies could follow Tesla's path of explosive growth is more relevant than ever. This article unpacks the latest industry trends, key contenders, and what sets potential 'next Teslas' apart in today's rapidly evolving landscape.
Since the 2008 financial crisis, commerce and communication have increasingly moved online, fueling the growth of internet-first companies. According to Balaji Srinivasan, former Coinbase CTO, the traditional economy is being phased out in favor of digital platforms and tech-driven business models (as of September 2025, per Cryptopolitan and Cointelegraph reports).
The S&P 500 index, a benchmark for the largest U.S. companies, highlights this shift. The so-called "Magnificent Seven"—Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Nvidia, and Tesla—have dramatically outperformed the rest of the index since 2005. Their dominance reflects a broader trend: technology and internet stocks now lead U.S. market growth, while legacy sectors lag behind.
Blockchain and AI are central to this transformation. Blockchain enables programmable, verifiable money and transparent records, while AI automates decision-making and personalizes services. Together, they lower costs and enable 24/7 markets, further accelerating the move to an internet-first economy.
Identifying which stock will be the next Tesla requires analyzing both market performance and technological positioning. Recent news spotlights Oracle as a strong candidate. As of September 2025, Oracle's stock surged 84% year-to-date, driven by a projected 700% increase in cloud revenue over three years (source: Cryptopolitan, September 17, 2025).
Oracle's role as the main U.S. cloud host for TikTok, combined with its aggressive AI and blockchain integration, has placed it in the market spotlight. The company's valuation now stands at 43 times estimated earnings—higher than most S&P 500 tech giants except Nvidia. Analysts expect real growth to materialize between 2027 and 2028, with Oracle's cloud and AI services at the core.
Other companies, such as Nvidia, continue to benefit from the AI wave, posting 58% revenue growth this year and maintaining strong forecasts. However, Oracle's unique position at the intersection of cloud, AI, and regulatory developments—such as its involvement in onchain data publishing for government transparency—sets it apart as a potential "next Tesla."
It's important to note that while Tesla's growth was driven by electric vehicles and energy innovation, the next wave may come from companies enabling the infrastructure of the internet-first economy, including cloud, AI, and blockchain services.
Market data underscores the concentration of returns among internet-first firms. The S&P 500's record high of 6,600 points in September 2025 was fueled by tech optimism and geopolitical developments, such as Oracle's TikTok deal and Tesla's $1 billion share buyback (source: Cointribune, September 2025).
Regulatory agencies like the SEC and CFTC are adapting to these changes by exploring 24/7 digital trading models and integrating blockchain oracles (e.g., Pyth Network, Chainlink) for real-time economic data. These moves signal institutional acceptance of blockchain and AI as foundational technologies for future markets.
For investors, the main challenge is balancing the promise of long-term growth with the risks of high valuations and delayed profitability. Oracle, for example, is priced for future gains, with analysts projecting a 42% revenue jump in 2028. However, this optimism comes with uncertainty about whether end users will realize value from AI and blockchain as quickly as markets expect.
Meanwhile, companies like Next Technology Inc. are following Tesla's example by allocating significant capital to Bitcoin and digital assets, further blurring the lines between traditional finance and the crypto economy (source: Cryptopolitan, September 2025).
One common misconception is that all tech stocks will replicate Tesla's meteoric rise. In reality, only those with a clear edge in AI, blockchain, and internet-native infrastructure are positioned for asymmetric growth. Investors should also be aware of the volatility introduced by digital asset strategies, as seen with Next Technology's $500 million stock offering to fund Bitcoin purchases.
Another risk is overvaluing short-term hype. While Oracle and similar firms are trading at high multiples, their long-term success depends on actual adoption of their AI and blockchain solutions by enterprise clients and governments. Market corrections can occur if growth expectations are not met.
Finally, regulatory changes and geopolitical events can rapidly alter the landscape, affecting everything from cloud contracts to digital asset holdings. Staying informed and focusing on companies with transparent reporting and strong fundamentals is key.
The question of which stock will be the next Tesla reflects a broader shift toward an internet-first economy, where blockchain, AI, and digital platforms drive value creation. Companies like Oracle, Nvidia, and others at the forefront of these technologies are strong contenders, but investors should remain vigilant about risks and market dynamics.
For those interested in participating in this new era, exploring digital asset strategies, blockchain adoption, and AI-driven platforms is essential. Bitget offers a secure and innovative environment for trading and learning about these emerging trends. To stay updated on the latest developments, consider exploring more resources and features on Bitget and Bitget Wallet.