At a three-digit P/E, this is not a valuation call. It is a probability bet. If even one moonshot scales, it works. If not, downside is severe.
The Mars-linked compensation is strong signalling, not practical alignment. It reinforces mission, filters believers, and anchors Musk’s long-term narrative, but it is too distant to anchor financial value.
Bottom line: you are buying execution at extreme scale, not cash flow.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- pizzi·05-26 16:52Feels right, I’m holding Tesla and this is basically a moonshot bet lol. If autonomy slips, does the premium crack first?1Report