Tesla Motors CEO Elon Musk outlined his investment strategy during a podcast interview on Sunday, clarifying that while he doesn't consider himself an investor, he shared which companies he would back if he were to buy stocks.

"I don't look for things to invest in. I just try to build things, and I happen to have stock in the companies I build. But I don't think, 'Should I invest in this company?'—I don't have a portfolio or anything like that," Musk said.

Nevertheless, Musk added that "AI and robotics will be extremely important" and that "Alphabet will be very valuable in the future."

Speaking about Alphabet, Musk noted, "From an AI perspective, they've laid the groundwork to create enormous value."

Other companies Musk highlighted as critical for investment include NVIDIA.

"At this point, NVIDIA is the obvious one," Musk stated. "There's a view that companies working in AI and robotics—and perhaps space—could capture almost all the value. The output of goods and services from robotics and AI is so vast that it dwarfs everything else."

Musk also mentioned that his three major companies—SpaceX, xAI, and Tesla Motors—are "increasingly converging," especially "if the future is solar-powered AI satellites." He emphasized that harnessing solar energy effectively would require this technological integration.

"You have to move toward deep-space solar-powered AI satellites, which in some ways merge Tesla's expertise, SpaceX's expertise, and xAI's AI capabilities. So, over time, there really is a sense of convergence," Musk explained.