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Most importantly, Tesla's $4 billion cash inflow last quarter indicates that the core business remains profitable and capable of funding its technological leaps. This separation of cash generation from investment spending underscores Tesla’s strategic advantage: it can pursue aggressive R&D and deployment without jeopardizing financial stability.

The Valuation Conundrum: Traditional Metrics vs. Future Potential

When it comes to valuation, Munster admits that applying traditional methods yields an overvaluation perspective. Currently trading at about 13 times revenue, Tesla’s valuation notably exceeds that of companies like Apple, which trades around 9 times revenue. From a conventional standpoint, this suggests Tesla might be overhyped or overvalued.