Tesla's Roadster stunt could hurt its credibility with institutional investors because it offers no evidence of a profitable, scalable robotaxi service. The prototype showed neither a flying car nor a car allowed on public streets. Tesla's Q3 automotive margins, operating cash flow and measurable autonomous-driving progress on October 21 will say more about its future than the stunt. x.com 

Repeated promises without timely delivery make Tesla and SpaceX unattractive to own. Roadster is years late, Tesla Semi mass production has been repeatedly delayed, Optimus and Cybercab deployment trails promises, and Mars colonization deadlines have slipped. Tesla's auto margins and profits are under pressure. Execution matters more than hype. x.com 

Tesla's engineering culture is still its biggest moat, and the low-volume Roadster could give it a huge marketing halo. The presentation also points to a powerful Tesla-SpaceX connection; robotics, AI and Full Self-Driving could make Tesla's future bigger than most investors realize. The car may arrive in 2028, but the narrative arrived last night. x.com  x.com 

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 falling automotive revenue and shrinking energy business undermine its growth-company case. In Q3 2026, automotive revenue fell 3% year over year and energy revenue fell 16%; operating margin was 2.6%, and revenue missed expectations. These numbers are pathetic even for a mature business and embarrassing for a growth darling. SpaceX has to buy Tesla to mask a weak business inside a stronger one, as Musk did with SolarCity. x.com  x.com  x.com 

Tesla's ability to reuse engineering across cars and robots could expand its opportunity beyond vehicle sales. The Roadster demonstration combines aerospace-derived propulsion with actuators reportedly developed for Optimus; advances in controls, AI and manufacturing could then carry across autonomous transport and physical labor. Commercial significance may emerge in later products rather than from the Roadster itself over the next decade. x.com 

Tesla's latest reveal has no financial viability for shareholders yet because anything like it may not reach roads before 2035. Like Optimus in 2021, it is cool but not viable yet. SpaceX shareholders should get Tesla at a bargain after Tesla takes a serious beating: Musk owns 49% of SpaceX and already controls its vote, so a depressed acquisition price would give them a better deal while consolidating his control. The merger looks like a matter of when, not if; its price is the question. 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'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 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