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Even if she is 10% right - Tesla is a no-brainer

Rem, she does not even include Optimus Bots

Some simple math:

  • Market Capitalization = Revenue × Revenue Multiple

  • Market Capitalization = $5,000,000,000,000 × 8 = $40,000,000,000,000 ($40 trillion). I added 8x rev multiple as this is HI MARGIN business

  • Stock Price = Market Capitalization ÷ Shares Outstanding

  • Stock Price = $40,000,000,000,000 ÷ 3,300,000,000 = $12,121.21

  • The CAGR is approximately 124.2%.

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Mark Reimann

She needs to account for the scorn and derision Tesla branded Cyber cabs will receive in many major urban centers globally. EDS riddled people will refuse to use them and/or will make it a point to either frustrate them or vandalize or damage them. This will occur on a significant enough scale to materially affect her moony profitability assumptions.

Takashi

She is overstating it!