Tesla trades at a trailing P/E of 371 with a $1.43 trillion market cap. Optimus revenue today is effectively zero. The upside in robotics is priced into a multiple that already assumes execution. Q1 ...
Tesla trades at 378x earnings with zero Optimus revenue today, while BOTZ already owns companies actively shipping robots and AI chips. BOTZ top holdings NVIDIA and Cognex delivered 85% and 116% ...
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