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G
Gary Black Tracker

Aug 18 at 05:07 PM

Huge disconnect between $Tesla(TSLA.US) bulls’ over-the-top autonomy expectations and $Tesla(TSLA.US) stock price. which has underperformed for 5 years (TSLA +51%, NDX +98%). It’s not that $Tesla(TSLA.US) won’t some day solve for unsupervised autonomy. It’s just that everyone else in the auto industry will as well, so TSLA’s 2026 P/E of 200x and forward PEG of 5.7x makes no sense.

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