To The Moon

$Tesla Motors(TSLA)$   Tesla broke out above $367 earlier this month and has already run around $395. But fundamentals don’t match this rally: • Global EV sales growth slowed to +15% YoY in August, weakest since early 2024. • China EV sales up only +6%, Tesla’s China deliveries actually down ~10% YoY. • U.S. market share fell to ~38%, lowest in 8 years. • Forward P/E is stretched at ~140× 2026 earnings. Yes, AI, robotaxi, and energy are the future story. But for now, the auto business is cooling fast. To me this looks more like a short-term pop than the start of a new run. Short-term bearish~~~

$Tesla Motors(TSLA)$   Tesla broke out above $367 earlier this month and has already run around $395. But fundamentals don’t match this rally: • Global EV sales growth slowed to +15% YoY in August, weakest since early 2024. • China EV sales up only +6%, Tesla’s China deliveries actually down ~10% YoY. • U.S. market share fell to ~38%, lowest in 8 years. • Forward P/E is stretched at ~140× 2026 earnings. Yes, AI, robotaxi, and energy are the future story. But for now, the auto business is cooling fast. To me this looks more like a short-term pop than the start of a new run. Short-term bearish~~~