
Beechcrest Beata
357 posts





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For the record, i have argued for months that $TSLA will solve for unsupervised autonomy and that TSLA will at some point remove safety monitors from its robotaxis. My issue is that at a TSLA 2026 P/E of 220x Adj EPS, investors are already discounting that happening. That is why we exited TSLA at $358 in May 2025 after holding TSLA shares since 2019. For much of that time, TSLA was our largest position. We exited not because we expected TSLA to falter in its efforts to solve unsupervised autonomy, but because of our valuation discipline, which governs that we trim and then exit stocks that reach our estimates of fair value. Year-to-date $TSLA (+20%) has lagged both NDX (+22%) and Mag 7 (+25%) despite its significant progress in solving unsupervised autonomy this year. What does that tell you James?


Along for the ride in unsupervised FSD testing






Just saw a Tesla with no one in the car @SawyerMerritt @wholemars @robotaxi @Tesla













