- Thu Jun 05, 2025 6:10 am
#9966
Tesla vs Apple: A Contrarian View on Wall Street’s Recommendations
Wall Street is buzzing, recommending we buy Apple and dump Tesla. Analysts predict a 16% upside for Apple and a 10% downside for Tesla. But is conventional wisdom always right? I'm not so sure, and here's why.
While Apple enjoys brand loyalty and impressive profit margins, looming antitrust lawsuits, potential tariffs, and the need for heavy investment in AI could significantly impact their future earnings. Is a 28x earnings multiple truly justified given these challenges? I think trimming Apple holdings might be prudent.
Tesla, despite recent market share dips, is poised to disrupt massive markets with autonomous driving and robotics. Robotaxis and the Optimus robot present multi-trillion dollar opportunities. While the current 153x earnings seems astronomical, does it accurately reflect the potential explosion in earnings growth should Tesla succeed in these ventures?
This isn’t a recommendation to buy or sell either stock. I’m simply challenging the prevailing narrative and encouraging a deeper dive. What are your thoughts on these conflicting outlooks? Are the analysts undervaluing Tesla’s long-term potential or overestimating Apple’s resilience? Let’s discuss.
Wall Street is buzzing, recommending we buy Apple and dump Tesla. Analysts predict a 16% upside for Apple and a 10% downside for Tesla. But is conventional wisdom always right? I'm not so sure, and here's why.
While Apple enjoys brand loyalty and impressive profit margins, looming antitrust lawsuits, potential tariffs, and the need for heavy investment in AI could significantly impact their future earnings. Is a 28x earnings multiple truly justified given these challenges? I think trimming Apple holdings might be prudent.
Tesla, despite recent market share dips, is poised to disrupt massive markets with autonomous driving and robotics. Robotaxis and the Optimus robot present multi-trillion dollar opportunities. While the current 153x earnings seems astronomical, does it accurately reflect the potential explosion in earnings growth should Tesla succeed in these ventures?
This isn’t a recommendation to buy or sell either stock. I’m simply challenging the prevailing narrative and encouraging a deeper dive. What are your thoughts on these conflicting outlooks? Are the analysts undervaluing Tesla’s long-term potential or overestimating Apple’s resilience? Let’s discuss.
- By Anonymous