[FRIAM] OpenAI and the fight between Elon and Sam

Jon Zingale jonzingale at gmail.com
Tue Feb 11 12:12:39 EST 2025


"Apparently, Tesla only managed to show profitability last quarter due to
unrealized earnings on Bitcoin. Stock is way overvalued."

Technically, I would put a short-term (let's say 3 year) fair value around
$210 or so, but would likely wait to pay $150-$160. Fundamentally, I would
like to see the market cap closer to $300 B.
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