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Tesla bull/bear thesis with Anton Wahlman and James Foord

Investing Experts

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Tesla's Price Target

The entire automotive industry was not significantly away from about a trillion dollars, slightly more than a trillion. Let's say Tesla gets 10%. But I don't think they'll get 10%. I think the answer is that they'll get somewhere south of 5%. That means that Tesla's market cap ceiling is about 100 billion. And if the market cap today is a rounding error from a trillion, then I view that that's under that scenario as a for Tesla's automotive business, it's got to basically 90% downside.

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