$Tesla Motors(TSLA)$ Here's my take on Tesla. First thing to note. Tesla is trading at a PE of 138. And usually this means people are paying for growth. However, growth for Tesla is qeak now. Sentiment on Tesla in Europe is also weak. China citizen seems to be buying their local brands more than tesla according to data. So, the story have flipped. People are paying high valuation for high risk and low growth. It definitely does not make sense to invest at such valuation given the risks that Tesla is facing. As for the robotaxi, it won't be as simple as it sounds and the numbers are not clear enough at all to justify jnvesting in tesla just because you believe in the robotaxi story now.
Comments