Cameron Blake (@hksm20027)
@hksm20027
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I believe in $TSLA’s mission. That doesn’t mean the stock is cheap. FY’26 P/E 234x vs +45% EPS growth (5.2x PEG) is rich. 5-yr: TSLA +43%, NDX +111%. Loving a company ≠ loving the stock. Valuation matters. #TSLA#
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BREAKING: $NVDA at 5.21% of MSCI ACWI, near record. Tops Japan’s 5.16%. More than double Germany, France, and China. No comparison. #NVDA# #WallStreet#
