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A comment on Tesla's 4680 battery supply chain collapses as partner writes down deal by 99%. Parent comment

Re:Tesla's 4680 battery supply chain collapses as partner wr... by riffraff on Tuesday December 30, 2025 @12:34AM (#46429903)
The problem is Tesla's valuation is overpriced even if they owned 100% of the car market, their P/E ratio is > 300.

"But it's high margin", sure it is, but so is Ferrari, and their P/E is 30-40.

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