Analyst explains why Wall Street is skeptical about Tesla

Analyst explains why Wall Street is skeptical about Tesla

Anyone that has followed Tesla CEO Elon Musk for a while knows the billionaire isn’t afraid to make big promises.

From his efforts with Neuralink to allow people to move computer mice with their minds to his Optimus robots, Musk has made it clear he’s determined to bring a seemingly sci-fi future into reality with several of his projects.



Despite Musk’s highly creative vision, Wall Street tends to be reserved about Tesla despite its early entry into the EV market and the advantage it gained because of it. Investor Gary Black shed some light on the reasons why that is in a tweet posted on Feb. 24, revealing an interesting tidbit about what Tesla chooses not to share.

“Investors keep asking why WS doesn’t put much value on TSLA AI (robotaxi, FSD licensing, Optimus, Dojo). Short answer: TSLA doesn’t disclose results for its AI businesses—unlike NVDA, which is 100% specialty chips including AI chips. How can one expect instit investors to put a value on something that the company doesn’t disclose on a regular basis and which remains invisible? You’d be making up numbers that one can’t verify,” Black wrote.

Investors keep asking why WS doesn’t put much value on $TSLA AI (robotaxi, FSD licensing, Optimus, Dojo). Short answer: TSLA doesn’t disclose results for its AI businesses — unlike NVDA, which is 100% specialty chips including AI chips. How can one expect instit investors to…



“If TSLA wants WS to model it, there needs to be better disclosure,” Black said.

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