Yesterday, Tesla's stock price plummeted over 4% in a single day, with a market value evaporating by 430 billion USD overnight, equivalent to 1.2 Alibaba, 2.4 Pinduoduo, 1.7 Moutai...



Many people focus on sales and market value evaporation, but true long-term value has never been in monthly data.

Tesla's moat is not how many cars it sells, but its manufacturing system, software capabilities, and AI iteration efficiency.

The market often uses old logic to price new species, and emotional fluctuations are inevitable, but time often favors structural advantages.

Waiting for around 350 to add to the position again 😂
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