Tesla(US:TSLA) Jin Rong Jie·2026-01-26 03:12Group 1 - The core viewpoint is that Tesla's stock represents a significant market bubble, with investors underestimating the associated risks [1] - The fundamental disconnect between Tesla's business performance and its stock valuation is highlighted, with sales expected to decline for the second consecutive year in 2025 [1] - The reasonable price range for Tesla's stock, based on current fundamentals, is estimated to be between $60 and $140 per share [1] Group 2 - Tesla's revenue is primarily derived from automotive sales, which account for 87% of its income, yet the company faces substantial challenges with anticipated sales declines through 2026 [2] - Concerns about Tesla's valuation are echoed by other investors, including Porter Collins, who notes that Tesla is no longer the largest electric vehicle manufacturer globally and that its stock price has risen despite declining sales [2]