How Stock Moe’s view on $TSLA changed

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TSLA valuation reflects a bet on the robo-taxi narrative rather than financial fundamentals, given falling earnings and high PE.

We got Tesla doing its thing.

And Nvidia, Tesla, and Palanteer are the usual top holdings.

in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

Tesla is a robo taxi story, not a earning story. Approved to expand the robo taxi fleet to 5,000 vehicles in Nevada. Cyber a Cyber Cab launch date is now on the calendar. That's big.

We talked about this for years. They're finally getting there.

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