TSLA is always valued as a tech company more than a "car manufacturer" hence the high valuation. But we shouldn't forget that fundenmentally, the tech valuation comes from the cars they sell. Lesser sales = lesser opportunities for deployment of their tech such as robotaxi etc. At this current moment with slumping sales coupled with political uncertainty, SELL is best. No sane investor will buy into uncertainty and unpredictability. In the long run I'm bullish on TSLA, but the road ahead is foggy and we will need more time to ensure clarity.
Modify on 2025-07-01 21:53
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