Публикация

I don't currently hold any position in $TSLA or $SPCX , but this raises a serious question: If Tesla’s China business were separated and valued on its own—with just two aging vehicle models remaining in the core business—what would the company actually be worth? China has been one of Tesla’s strongest markets, with major advantages in manufacturing, exports, and profitability. So the question is: What value remains after removing the strongest growth engine? Is the valuation still supported by fundamentals, or is the market mainly pricing in future narratives and expectations? #SoftPCEStrongDemand #AMZNMissesButRallies