[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sawyer Merritt [@SawyerMerritt](/creator/twitter/SawyerMerritt) on x 917.2K followers Created: 2025-07-09 14:44:50 UTC RBC Capital Markets analyst Tom Narayan: "The recent $TSLA sell-off has gone too far; We believe there is strong demand for Tesla products even in the face of more EV competition. Tesla's lead, profits, cash generation, and currency are a major advantage that helps it to fund growth." The long-term picture, Narayan argued, justifies holding through the current rough patch. RBC values Tesla's core car business at 1x sales but gives premium weight to its long-term plays like Megapack energy storage systems, autonomous driving, and AI. The firm applies a 15x multiple to 2040 estimated EBITDA for Megapacks and a 10x revenue multiple to Tesla's future robotaxi and humanoid robot operations. XXXXXXX engagements  **Related Topics** [longterm](/topic/longterm) [currency](/topic/currency) [$tsla](/topic/$tsla) [mergers and acquisitions](/topic/mergers-and-acquisitions) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/SawyerMerritt/status/1942958127831228700)
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Sawyer Merritt @SawyerMerritt on x 917.2K followers
Created: 2025-07-09 14:44:50 UTC
RBC Capital Markets analyst Tom Narayan: "The recent $TSLA sell-off has gone too far; We believe there is strong demand for Tesla products even in the face of more EV competition. Tesla's lead, profits, cash generation, and currency are a major advantage that helps it to fund growth."
The long-term picture, Narayan argued, justifies holding through the current rough patch. RBC values Tesla's core car business at 1x sales but gives premium weight to its long-term plays like Megapack energy storage systems, autonomous driving, and AI. The firm applies a 15x multiple to 2040 estimated EBITDA for Megapacks and a 10x revenue multiple to Tesla's future robotaxi and humanoid robot operations.
XXXXXXX engagements
Related Topics longterm currency $tsla mergers and acquisitions tesla stocks consumer cyclical stocks bitcoin treasuries