Tesla: Paying Software Multiples For A Car Business - Strong Sell (NASDAQ:TSLA)
Core Viewpoint - The article questions why Tesla, Inc. has focused its financial statements on the car business despite being perceived as an "AI + robotaxi" company [1] Group 1: Financial Focus - Tesla's financial statements have primarily highlighted the car business for many years, raising questions about its strategic direction [1] Group 2: Investment Insights - The author emphasizes the importance of identifying mispriced opportunities in the market through a combination of macroeconomic analysis and stock selection [1]