I agree with the idea that company valuation is not just numbers like last earnings reports, but i also think it cannot only be stories and dreams. apple in 2007 just created another phone, there were many nokias and PDAs available with touch so it was not that revolutionary as the humanoid robots which replace all humans idea is. my comfortable facts/dreams ratio would require tesla to show off more of their humanoids so we can see their potential. then i would have to think hard what is the total market, how many players, moat etc and then put a price tag on it. thinking of amazon as another example, it is difficult to see, which online shop of today will become the next dominating technology behemoth like aws, so we can buy it cheap today. people don't have many decades to wait to try out different apple options so you must get it right from the start like Sarah. my preference is to wait for the S curb to start growing and then buy in. closer to your buy the top 5 approach interesting discussion !
Thanks. I get your points. However, I have to say that the humanoid bot product line is not dreams at all. They have already produced the thing. It's already here. Literally, nothing will stop them now scaling up production of humanoids. Plus, they have already proven their ability to mass-produce robots (on wheels). At this point ignoring the humanoid bot reality would be a huge mistake! Why ignoring it and missing out on this opportunity? (Also, Tesla is top 10 in market cap: companiesmarketcap.com/eur/ so it's close enough to top five...) ;)
