LostFundamentals

D6) Finally a hypothetical SOP valuation of $TSLA. Note BYD trades on 19x 2025E Adj. P/E having gone up 20% in a week valuing $TSLA Core Automotive + Energy at ~ $42 and on that basis the Fair Value would be $71 per share. Good luck! END. https://t.co/nUfBZGvWV9

D5) Robotaxi can be debated, I take the view its has limited value as its so far behind the competition in terms of miles per disengagement. But for sake of argument, I include it valued at half the market cap of $UBER. https://t.co/829YedWN39