[ksec]

If you believe in all of the following,

Model Y, Semi, Truck and Model 3 will being in 5x the revenue, RoboTaxi, Lv5 AV coming in anytime, Tesla has the largest Battery Manufacturing Plant on the Planet, Tesla has 5 years lead in Battery Production, SolarCity taking over Solar Energy production, Elon Musk.....

But Yes... I still dont understand how on earth is it worth $200B.

[rich_sasha]

Agree, but would extend: company “value” as in market cap is also affected by other things, notably debt; given two identical companies but one with more debt, it will have lower market cap.

There is a bit on this here: https://mondaynote.com/tesla-and-apple-valuation-questions-c... apparently for Ford it’s pension liabilities are more than 2x it’s market cap; so if you were to exclude them, the company is worth 3x more. Tesla, as a young company (and born in a different era) doesn’t have such liabilities. Etc etc