@TaoRay: Tesla also has a lot. You can find a ton on the news. I'll teach everyone a little trick, just like before when I taugh…
Summary
作者重新评估了特斯拉和SpaceX的投资机会，认为在当前价格下，即使考虑了Robotaxi、Optimus和数据中心等业务的发展预期，仍缺乏安全边际和投资吸引力。
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Cached at: 09/17/26, 06:26 AM
I went through Tesla and SpaceX again in detail, including their various business lines and financial projections. I used to really enjoy swing trading Tesla, so I recently reassessed it to see if there are any opportunities. Objectively speaking, aside from one thing: believing that Musk will create miracles in the future. I feel that, at the current price levels, it lacks the appeal of value investing and the safety of swing trading. I’ve already factored in the development expectations for businesses like Robotaxi, Optimus, data centers, and so on, but I still don’t see a margin of safety—it would require even bigger miracles. There are a lot of Musk fans out there, this is just one person’s take, listen to multiple sides for clarity, let’s discuss rationally, no flaming.
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Sure, let’s smoosh SpaceX and Tesla together, who cares
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