Saturday, January 4, 2025

Tesla Valuation Debate

Tesla’s Car Business Isn’t Really in the Driver’s Seat
https://www.wsj.com/business/autos/tesla-stock-share-prices-declining-car-sales-eadad14a
The majority of EV maker’s market cap rides on hope for robotaxis, robots and AI, but the stock is now at a sharp premium even compared with other tech titans.
 
The Delusion of The Tesla Robotaxi and Its Excessive Valuation
https://seekingalpha.com/article/4745343-delusion-of-tesla-robotaxi-and-excessive-valuation