The Fed’s Inflation Fight Continues, Tesla’s Short-Term Risks, Navigating the Narrow Rally 6/21/23
The Exchange
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Tesla's Valuation Is Mindful of the Fundamental Setup
The valuation is based on our long-term 2030 outlook. We think that by then Tesla can be, you know, comfortably north of 6 million units That makes them the number, call it five or six, automaker globally. The approach on FSD is actually quite different from what we've seen other automakers taking. They have a lot of data out there. It's still unclear if they're the long-term winner on this.
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