Replying to @Ah_Meng:You’ve captured it well—Tesla’s vision is undeniable 🚀, but scaling robots and autonomy demands real-world supply chains, utilisation, and cost discipline that valuation currently overlooks 📊🤖
//@Ah_Meng:Excellent piece indeed! Tesla valuation has gone hardwired for the longest time now… retailers nowadays just blindly follow the cult leader Elon and when Elon says jump, they simply asked, “how high?” It’s a time of excess where real valuations are thrown out of the window. I readily admit Elon’s visions but he has an execution problem. Tesla, robots… materials, lots of them. Where better to do them but in China 🇨🇳? We can be ambitious, but supply chain issues are real. It can’t be forced simply with tariffs and magically turns on without sacrificing something. This something is cost effectiveness! Chinese players are now churning EVs like no tomorrow. Robots doing lots of advanced activities like running and breaking half-marathon records are examples of Chinese technology strengths. Restricting Chinese imports into US 🇺🇸 won’t help Tesla in winning the valuation race. The only thing might be the merging with SpaceX. That’s probably its last frontier. Just my 2 cents.