他回避Tesla，因为其估值高得离谱；自2021年以来，Tesla跑输市场50%，他更愿意参与其他真正在上涨的标的。
逐段跳播
我们共同的朋友 George Noble 非常看空 CoreWeave 和 Tesla。顺便说一句，我们还没聊过 Tesla。就在这里收个尾吧。他说，这只股票基本上——产品就是股票。
不过，你对从汽车向机器人、以及 Elon 正在打造的东西这个转型，到底看不看好？他可能还想在某个时候把 X 和 Tesla 合并。所以，它也是本周公布财报的公司之一，财报也超预期了，股价也跌了。
Our mutual friend George Noble is very bearish on Core Weeave and Tesla. By the way, we haven't spoken about Tesla. Let's just close off here. Uh he said that the stock is basically the product is a stock.
Um but um are you are you bullish at all about the um transition from cars into robotics and um and what Elon is building. He probably wants to merge X with Tesla at some point as well.
So um it's one of the companies that came out with earnings this week also beat earnings also went down.
是的。说到 Elon 的股票，我是不碰的。我不碰它们。我认为它们的估值高得离谱。另外，说点值得思考的：自2021年以来，Tesla 跑输市场50%。50比0。我更愿意去参与其他那些真正在上涨的股票。
Yeah. You know like I'm not um when it comes to Elon stocks I I don't mess around with them. I don't touch them. I think the the evaluations are egregious. Um, and here's, you know, some food for thought.
Since 21, Tesla has underperformed the market by 50%. 50-0. I would rather play in other names that are actually moving up.
这个频道对 $TSLA 的历次判断
David Lin 在这只股票上共 3 条判断，这里只列相邻的几条。