$TSLA has more upside in 3 years.
At ~$1.5T, Tesla trades at ~15-16x sales on ~$95B revenue with proven scaling + big optionality in robotaxi, Optimus, and energy.
SPCX at ~$1.75T IPO prices in perfection at 70-90x on ~$20B revenue (mostly Starlink). Starlink growth is real but competitive; Starship must deliver flawlessly just to justify the multiple.
Tesla's catalysts look more asymmetric from here. Both exciting long-term, but relative upside favors TSLA.
$TE gets a new neighbour in Finland 🇫🇮
Some of you might know this small company which is called Microsoft.
Remember that T1 Energy has a brownfield project in Vaasa.
https://t.co/V4Lqv4y7Z5
달러가 강세라고?
아니야 원화만 약세라니까?
지난 1년 원화 대비..
- 중국 위안화 22% 폭등
- 유로화 16% 폭등
- 파운드화 13% 폭등
심지어 베트남 동화도 13% 폭등
태국 바트도 15% 폭등
일본 엔화 조차 거의 4% 상승..
환율이 무슨 주식도 아니고 1년에 2자리수% 이상 변동이 있을 수 있냐?