semiconductor earnings · X 热门 · 2026-09-21 06:24 UTC

# semiconductor earnings — X 热门讨论 (2026-09-21 06:24 UTC)

## @LeifInvests (Leif | Investing) · 09-20 23:08 · ♥33 ↻3 💬17 Everybody says $TSLA is overvalued.

From a traditional fundamental perspective, that’s a fair argument. ✅

But what multiple should Tesla command given its massive long-term growth opportunity? 📈👇

• Elon Musk as CEO • Robotaxi + autonomous driving • Humanoid robotics — Optimus • Energy + power infrastructure • AI chips + semiconductor manufacturing • Vertically integrated software + services • & More...

20× to 1,000× — what multiple would you be comfortable paying for Tesla if you were buying today?

I’ll start: 100× forward earnings. https://x.com/LeifInvests/status/2101810861719630256