The Motley Foolยท2025-05-11 09:00Group 1: Bill Miller's Investment Insights - Bill Miller views Amazon (AMZN) as a buy and Tesla (TSLA) as a sell in his recent commentary [2] - Miller considers Tesla to be overvalued despite acknowledging it as an "incredibly company" and praising CEO Elon Musk [4][5] - Tesla's first-quarter deliveries of 337,000 were the lowest in over two years, and it faces intense competition from BYD, which has captured over 30% market share in China [8] Group 2: Tesla's Challenges - Miller believes Tesla's valuation is overly reliant on future initiatives, particularly self-driving technology, which remains uncertain [8][9] - Competition from smaller companies like Pony AI and Slate Auto adds to the challenges Tesla faces in maintaining its market position [9] Group 3: Amazon's Strengths - Miller has a strong history with Amazon and believes concerns about its exposure to China are exaggerated [10] - Amazon's diverse revenue streams, including Amazon Web Services (AWS) and advertising, contribute to its resilience against market challenges [14] - The stock trades at 30 times forward earnings, near its five-year low, suggesting it is attractively priced despite potential temporary earnings impacts from ongoing trade tensions [15]