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Yeah, EV only PE could be at risk if TSAL growth slow

三心三意 2024-11-04 07:35:19 ( reads)

But EV+RoboTaxi PE will be at least 50 in 2029 if TSLA can grow at the level described here, because I think TSLA's actual performance will be higher than this if RoboTaxi rollout is successful and 2029 and beyond should see accelerated growth.

Wall street would give such company at least PEG of 1.25 (if you are not familiar with PEG concept, you can ask ChatGPT)

跟帖(4)

aloevera

2024-11-04 09:18:16

I am ok with PEG, the RoboTaxi growth is doable after 2029

三心三意

2024-11-04 11:48:39

Actually, forward NVDA growth is slowing down dramatically

aloevera

2024-11-04 14:50:35

I remember your model assumes about 52% growth, while mine

三心三意

2024-11-04 20:41:00

NVDA growth in 2025 still very good. Risky after 2025