I think you misunderstand that comment. Tesla may be hopelessly overvalues, but their revenue may grow in future. OTOH Nvidia's revenue may have peaked.
Maybe so. Their valuation coming down to earth would certainly ripple. Whatever precedes that fall, it seems unlikely that revenues would remain unaffected.
In all, it’s unfortunate that the US’s most prominent electric vehicle manufacturer is wrapped up in so much noise. Competition is only going to stiffen.
how is their revenue gonna grow in the future when they don't have an edge in their main core product. Batteries are by panasonic. while BYD makes its own batteries.
Tesla has no moat. At least Nvidia has CUDA
How do you rationalize Tesla being valued higher than the combined valuation of the next ten car companies? They will be the only one left standing?