Tesla's 200x earnings multiple asks too much of weak current results and speculative future products. Third-quarter revenue fell 0.4% year over year and EBIT missed estimates by 25%, despite gross-margin and cash-flow beats. Robotaxis, humanoids and other future plans may have appeal, but impressive parts of the business do not make the stock worth its current price. x.com  x.com  x.com 

Tesla's valuation is too stretched to justify buying now. Slava cites a 189x forward P/E, falling Q3 deliveries, a 1.4% operating margin and negative free cash flow; other investments look preferable. x.com 

Tesla's Robotaxi and Optimus can carry substantial value before major profits because future cash flows, growth and the chance of success matter more than current P/E. In an illustrative model, a one-year delay cuts opportunity value about 11% if payments stay unchanged; faster sustained growth can more than offset it, while reliable deployment can raise the assessed chance of success. These figures are not Tesla forecasts; investment costs and execution risk still matter. x.com 

Tesla's $1.5T Elon premium looks unjustified while Musk seems to favor SpaceX for the AI compute buildout. Tesla shareholders missed almost the entire AI boom; owning xAI and building that infrastructure might have doubled Tesla's stock. Q3 adjusted EPS was $0.48, down 4% year over year; if Tesla were a non-Musk company, four such quarters at 10x earnings would mean $19.20 a share versus $386. Long-term company prospects remain attractive, but the stock is still not worth buying back. x.com  … Show more

Tesla's FSD attachment figures leave durable paid demand unclear because retention three to six months after the free trial is unknown. Some analysts estimate effective attachment at 30%-40%, and CFO Taneja's selective answers breed skepticism. Management's aspirational targets alone cannot justify Tesla's 175x 2027 P/E and 73x 2027 EV/EBITDA; competitors' actions, customer feedback and supplier activity also matter. Negative earnings revisions and commoditizing autonomy sustain caution. x.com  … Show more

Tesla is expensive, but the market is not fully pricing in successful execution on FSD, robotaxis and Optimus, which give it multiple shots at entirely new revenue streams beyond selling cars. That counters @EarningsBrief's view that Tesla is already priced 5-10 years into the future. x.com 

Tesla's low forward growth and negative free cash flow weaken its long-term appeal. Next-twelve-month revenue growth is 8.9%, while increasing competition threatens its moat. Tesla is noise for now with Elon focused more on SpaceX; its ADR reading of 2.48 is below the 4-plus needed to turn a day trade into a swing, though earnings may change that. x.com  x.com 

Tesla's stagnant car business and rising AI and robotics spending are squeezing current earnings before those bets have paid off. Q3 revenue was flat as auto sales slipped and regulatory credits collapsed; operating expenses rose 39%, operating income fell 56%, and EPS dropped from $0.43 to $0.24. The spend-now, profit-later strategy is testing investors' patience. x.com 

Tesla's growing FSD subscriber base supports the longer-term autonomy case, but the AI build is taxing cash now. Paid FSD seats reached about 1.74 million, up 67%, while free cash flow fell 62% to $1.53 billion despite an EPS and sales beat. Post-report weakness is a discount discussion only for holders able to weather another weak cash quarter; check FSD net adds and FCF before leaning hard. A possible SpaceX combination is not part of this case. x.com 

Tesla's falling energy and storage revenue undercuts what bulls call its next growth case. In Q3, that revenue fell 16% year over year; auto revenue fell 3%, operating income 56%, GAAP net income 43%, GAAP EPS 44% and free cash flow 62%. These terrible results make $500 a share look unlikely, even though the stock has not fallen 20%. x.com  x.com