Tesla Talk 2

sk8board

And yet no one asked him “so you’re covering the insurance liability”.
God he’s such an absolute liar. It’s relentless 🥱

6.5x55 seller ammo

It’s a tough spot, the share price is intrinsically linked to his statements and to recognise as nonsense would effectively take the stock down to what it realistically should be - a midsized car company.

Too many small retail stock holders and institutional investors are effectively beholden to this nonsensical scenario - otherwise they’ll loose their money.

sk8board

https://www.boards.ie/discussion/comment/123542546#Comment_123542546

that’s true, but Tesla still has to ‘eventually’ deliver revenue commensurate to the share price. It can’t just trundle along at a p/e of 190 forever.
Ai players like Meta, Google & Microsoft have similar visions to Tesla on this and have average p/e around 25 today. Tesla is out of sync with the market it’s in (cars) and also out of sync with the market it says it’s in.

Tesla has 3 projects that have delivered massive revenue since its inception:

Model3, model Y, the energy business.

Nothing since 2019