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 gradually starting to matter, with shares at 140 times a 2027 non-GAAP EPS consensus that likely gets cut. The stock fell 4% after a gross margin and EPS miss. Many fans reflexively buy post-earnings drops no matter the results, which creates opportunities. x.com  x.com  x.com 

BYD looks like the safer value play because its vehicle sales and revenue exceed Tesla's while its valuation is much lower. The comparison puts BYD at about $111 billion of sales and market cap, versus Tesla's $94.8 billion sales and $1.45 trillion cap; BYD delivered 2.26 million battery EVs against Tesla's 1.64 million in 2025. China's price war still keeps BYD's margins thin. x.com  x.com  x.com  x.com  x.com  x.com 

Toyota is far stronger financially than people realize and best in class among automakers, setting it up to re-rate. Net financial assets and investments equal 30% or more of its market cap, it trades at 10x earnings and 1x tangible book with a dividend above 3%, and it is buying back shares aggressively. Like a once low-multiple steel company that kept buying back stock and re-rated as best in class, Toyota stands apart from rivals with crumbling balance sheets. x.com  x.com  x.com  x.com 

Tesla still trades at roughly 300x earnings even after falling 14% today. x.com 

Sungrow's storage margins are cyclical, not structural: as a systems integrator it profits from the cell price spread between signing and procurement. Q4 2025 storage gross margin fell from about 41% to 24% as rebounding lithium carbonate hit existing orders with a 6-9 month cost lag, and net profit dropped to ¥1.58 billion from ¥4.15 billion in Q3. Integrated CATL and BYD are stronger, and Chinese price competition is spreading overseas. Goldman cut its target to ¥150 from ¥157.3 (Neutral). … Show more

Chinese internet stocks remain a poor investment because the government treats successful companies as Communist Party vehicles when convenient. The KWEB fund is flat after 13 years while inflation rose 43%, and nearly every company hyped as the next Google disappointed; Beijing forced Jack Ma out and takes from firms that earn too much. China's population is shrinking fast and per-capita spending power is lagging, so capital is better deployed in the US, then Latin America and Southeast Asia. … Show more

Tesla looks ready to break down after a long consolidation, with little reason left to hold. Earnings were poor, market conditions are bad, and Elon Musk is talking down the robots. x.com