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 $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 stronger gross margin and automotive revenue suggest its car business is healthier than bears expected. Gross margin was 19.6% versus 17.8% expected; automotive revenue beat by over $700M, following 486,532 deliveries versus roughly 462,000 expected. Total revenue missed slightly, likely outside autos. Cybercab, unsupervised FSD and Optimus remain the key call tests. Overweight, $697 target with 80% upside. 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 is losing its dip buyers as major Elon Musk fans move to SpaceX instead, so the stock keeps dropping. It fell 14% to $320 even though earnings were decent, with GAAP EPS down 3% to $0.33. That still leaves Tesla at a 242 PE. x.com 

Tesla's seasonally strong fourth quarter makes shorting the stock here unattractive. A new bullish trend still needs a clear breakout above its 200-day moving average and price-channel resistance for confirmation. x.com 

Tesla's Q3 earnings beat came from tariff refunds, not operations. The Supreme Court's IEEPA ruling let Tesla book $786M in refunds, less $339M owed to storage customers: $447M or 62% of Q3 operating income. Without that, GAAP EPS was $0.12 versus $0.20 estimated and operating margin 1.0%. Gross profit is not keeping pace with spending. Tesla trades at 500x trailing earnings versus 32x for the Mag-6 despite falling Q3 revenue, EBIT down 56% year on year and reduced capex. x.com  x.com  x.com  x.com  … Show more

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 

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 share price looks excessive against GM's earnings. GM earned about ten times Tesla's EPS yet trades roughly $300 a share lower; matching GM's share price would mean an 80% fall for Tesla despite its earnings being 90% lower. x.com