Tweeted by TomLeeTra
Tweeted by TomLeeTracker@1956314316321521664
TOM LEE: OWN SPACEX $SPCX THE WAY YOU SHOULD HAVE OWNED TESLA
He says the trap is treating a conglomerate like a single monoline business:
- SpaceX carries a conglomerate discount because complex multi-unit businesses start to look messy
- The right way to own it is as a 10-year long-term bet on all the problems Elon Musk is solving
- Anyone who viewed Tesla as just a car company missed Optimus, robotaxi and full self-driving