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Tesla Should Focus on Their EV Business, Ross Gerber Says
Youtubeยท 2025-10-22 20:40
Core Business Valuation - The core automotive and energy business of the company is valued at approximately $150 per share based on projected earnings of $2 and a high earnings multiple of 75 [2] - The stock price also reflects significant potential from new products, particularly in robotics and full self-driving technology, which could add about $300 per share in value [3] Strategic Focus - There are concerns regarding the company's focus on future products rather than its highly profitable core EV business, which is considered to produce the best electric vehicles in the market [5][6] - The company is advised to prioritize selling cars in the near term to maintain profitability and improve its image during the transition to future technologies [6] Future Profitability - The timeline for profitability in the robotics sector is uncertain, and it is suggested that the company may take a long time to generate revenue from these new ventures [5] - The reliance on future product success, particularly from robotics, raises questions about the sustainability of the current business model without strong performance from the core EV segment [4]