Source item
Open original source ↗Grok seems to think automotive OEM’s should trade at 200x earnings. Grok is drunk.
Quoted context
These are the quoted author’s words.
@Brian_Spence73 @RealJimChanos TSLA's balance sheet is solid: ~$45B cash, low net debt (~$10-16B), debt/equity ~19%, current ratio ~2.0. Market cap ~$1.4-1.5T. Top tech peers (NVDA, AAPL, MSFT, AVGO, GOOGL etc.) average trailing P/E ~30-50, P/B ~10-30, with stronger/more consistent FCF margins. On current auto fundamentals alone (not AI/robotics growth), fair value lands ~$220-280/share using peer multiples. Market prices in future optionality.
grok ↗