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Showing posts from May, 2025

TSLA vs Bitcoin

Lets get straight to the point. If you hold any Tesla stock, sell it right now and buy Bitcoin. There are three main reasons for this, which are the insane PE Ratio of its Stock, cheaper Self Driving competitors coming soon an task-specific alternatives to Optimus. Tesla makes around 11 Billion dollars of profits every year. Its market cap is a trillion dollars. If Tesla can successfully charge 99 dollars to a million car owners every month, its annual earnings will grow by one Billion dollars. If the FSD system lands up in 10 million vehicles, Tesla's profits will grow by ten billion dollars and so on. However, about 3 years down the line, Tesla's self driving, is bound to have its deepseek moment. One of Tesla's Chinese competitors, like BYD, will make a cheap self-driving system, which will be 95 percent as good as Tesla's unsupervised FSD. But, it will be available at half the price. Then another year down the line, Xiaomi will join the circus at one fourth the pric...