TSLA 200x Earnings Justified or Time-Bomb?

Tesla's (TSLA) Forward P/E ratio has ballooned to more than 200 times. As Kevin Green and Caroline Woods explain, there were doubts the company could accelerate when that same ratio was 100 times. They talk about how much of the recent growth is based off speculation and forward optimism of future business channels and discuss how Elon Musk needs to maintain his cozy relationship with President Elect Trump.

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[lawrencekrikorian]

The woman commentator is correct: TSLA is not only a car company, but a battery company, an AI company, a solar energy company, a robotics company, and a robotaxi one.

[ThePhilangeli]

Analyst missed on Apple, missed on Amazon, missed on Nvidia, missed on Palantir, wait missed on Tesla to. Surprised…. They miss growth and new technology and so does the media.

[mtndncer]

So sad that these analysts don't even mention Tesla's Mega Packs? It's not even on their radar....? Tesla's Megafactory complex in China spans about 49.4 acres & Tesla estimates that the Megafactory in Shanghai will have an annual capacity of 10, 000 Megapack batteries, or about 40 GWh of energy storage. This is some MAJOR BANK for Tesla & they don't even speak to it in today's show? Crazy!

[powerme]

How can such a game changing company like Tesla have, on average, the absolute worst "professional" analysts? The best TSLA deep knowledge sources are still on youtube, not wall street. It's nutsosauce.

[sergeyyakubovsky]

Even Gordon L Johnson increased his price from $22 to $24

[xiaoandmatt]

Tesla doesn't have a lead in self-driving lol. What did the Google Waymo CEO just say about Tesla having the lead in self-driving? Could anyone remind me?

[germanshepherdsiblings]

Great discussion as usual. Schwab Network has replaced Bloomberg and CNBC for my trading days.

[viewer_]

This analyst mentioned China and is not keeping track of Tesla sales in China. Q4 is on track to be the best Q4 in China ever. He just picks one week.

[KSBond]

Most people are missing an important point - Tesla FSD was stagnant around 90% good, but not prime time ready. That changed recently meaning there seems to be a clear path to autonomy and that is big. If Tesla is going up only for political reasons, market can and will turn against Tesla for counting on Political influence rather than substance. That cannot be said now because FSD is nearing full autonomy with certainty and political stuff is icing on the cake.

[viewer_]

There is no logical case with FSD, it shows a lack of understanding of what Tesla is doing versus what Waymo is doing. Schwab do more research.

[thewolfking]

The Head of Google himself said Tesla is ahead of waymo. Analysts are out of touch when it comes to tesla. GM admitted Tesla is doing it the right way and cancel cruise

[bhupindersingh]

It’s remind me 2007 when iPhone launched.
Who will buy that expensive phone.
2030 all these people surprised when most of us have personal robot

[michaelkeppler]

These analysts are just sad. They don't get it and they never will. They can't see more than 1 quarter ahead. They won't see the opportunity until it runs them over. Then they will chase the rises with "new" price upgrades. This is getting boring...

[xiaoandmatt]

Love seeing these idiots still talk about car sales as something people need to consider when talking about Tesla. Tesla is an AI robotics company and that is where their earnings are going to come from and that is why the stock price is rising. As an investor you need to be looking at where the business is going not where it is at the current moment. Every analyst who tries to value this company based on only their current car business has been absolutely wrong.

[thanksno]

Why is the new FUD 200X forward P/E when the TTM is 130? He expects lower future earnings? Totally failed to support his supposition. SMH🤯

[davidsc]

I can't believe how these hosts can be so dumb. They're clueless. I bet they wouldn't be able to say what are the differences in Waymo's and Tesla FSD's tech. They just can grab that they're both AVs and that's it.🤦.
Also, what's that with the P/E?? Has this guy even calculated what would be Nvidia's P/E today if they had the earning of 2 years ago?? Have you ever heard about earnings growth? The P/E only makes sense when the industry is stable and the growth is linear. Autonomous driving is opening a whole new humungous scenario.

[taha_dz]

Still, 136 P/E ratio without any thing tangible is still very high. You’re basically buying hope.

[cksink]

When you control Government, anything is possible. 500 P.E. is Ok. Everybody needs to pay more tax . MAGA

[ericdahl]

Gordon Johnson updates his TSLA price target to $24 per share

[chrisw]

These people had silly with their logic 😅😅