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> Both Tesla and Nvidia valuations are irrational from a market perspective.

Different levels though. NVDA P/E is 31 which is slightly high but not crazy. The AI datacenter investments might dry up and then earnings drop, but who knows. So it's defensible, at least.

TSLA is in another universe though, P/E of ~360!

I am convinced spacex will acquire TSLA just to avoid seeing it crash.



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