Deleted User
3Yr
Comment was deleted
@meta that is not terminal growth, I use that only for the exit multiple. And look around, there are many big tech players that are still growing at 10-20%. Tesla is getting ready to convert the entire automotive sector to electric, renewing the fleet will take 20 years, there is enough growth for everyone. + Energy business and so much more. But yes, if you still think Tesla is a car manufacturer... lost
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Deleted User
3Yr
Comment was deleted
Deleted User
3Yr
Comment was deleted
@meta huh?? The comparison with the car manufacturers says exactly that it is not a normal car manufacturer (because no debt and much better margins) 😅 you read the post at all?
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@meta you with your confirmation bias... I have been dealing with the company for years and have already seen so many bear theses disappear into thin air, you haven't even thought up that many yet. And to refer to the high valuation of such a company as the only one is simply lost... Amazon has ALWAYS been overvalued and still continues to rise, the same will happen with Tesla.
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Deleted User
3Yr
Comment was deleted
@MitchVlasko not only, but also. Ever seen an automaker that designs its own AI chips? Or is direct to consumer and has no dealers. Has the largest store network in the world. Can sell software options that are pure margin for $12k. Develops its own internal ERP system. Builds and controls some of the largest stationary battery systems in the world. Manages virtual home storage power plants. Working on a humanoid robot (whether or not it will ever become a reality anytime soon). It's really fascinating that there are still people who think Tesla is just a carmaker.
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