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@yuuko66658: 努力決定你能走多遠，商業思維決定你能創造多少價值！🔥 人脈決定你的機會，思維決定你的格局，選對圈子才能創造更大的可能！ #森川丼丼 #森老闆創業日嚐 #商業思維 #人脈 #格局 #邏輯 #努力

森老闆創業日嚐
森老闆創業日嚐
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Tuesday 13 October 2026 11:00:00 GMT
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The company's $20 billion in investments in 2026 is an affirmation of Elon Musk's vision for the company and significantly changes the investment proposition. Tesla's (TSLA +3.47%) recent investor update marks a definitive break from how investors might perceive the company. Looking at Tesla as a car company and waving disparagingly at its valuation (Tesla trades on more than 200 times Wall Street earnings estimates for 2026) compared to its peers isn't a valid argument anymore. That's not to say investors should ignore the valuation, but rather put it in the context of the investment proposition for the stock. That, too, has changed, and Tesla is fundamentally a riskier company right now.
The company's $20 billion in investments in 2026 is an affirmation of Elon Musk's vision for the company and significantly changes the investment proposition. Tesla's (TSLA +3.47%) recent investor update marks a definitive break from how investors might perceive the company. Looking at Tesla as a car company and waving disparagingly at its valuation (Tesla trades on more than 200 times Wall Street earnings estimates for 2026) compared to its peers isn't a valid argument anymore. That's not to say investors should ignore the valuation, but rather put it in the context of the investment proposition for the stock. That, too, has changed, and Tesla is fundamentally a riskier company right now.


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