Tesla's inclusion in the S&P 500 caused fantastic appreciation that has largely gone sideways to down since, but the company has maintained a very high valuation despite deteriorated fundamentals; this will replay in the current AI/semiconductor bubble where mechanical flows inflate prices that will not be sustained when flows reverse.
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Speaker
Mike GreenEvidence Quote
“I liken it to Tesla being included in the S&P 500 which caused a fantastic appreciation of Tesla which has largely gone sideways to down in the period since, um, but unfortunately it has maintained itself at a very, very high valuation even as the fundamentals have deteriorated.”
Created: 8/12/2026, 6:11:43 PM
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