Is the valuation completely ignoring storage and solar or is it accounted for but not modelled somehow?

[SpaceMonkeyForever]

I see this note in their article:

Note: We do not model Tesla’s utility energy storage or solar business in our models. We also have not modeled bitcoin assumptions in our model. For ARK’s work on bitcoin as corporate cash, please download our latest Big Ideas presentation.

Does that mean their valuations here are not even taking into account energy storage and solar? or are you accounting for it somehow without fully modelling it e.g. by using someone else's forecasts for storage and solar?

[joekendal]

Nothing of what Ark Invest has put out this week makes any sense. Tesla is a bubble of epic proportions. I used to have a modicum of respect for Cathie Wood but now it's almost embarrassing to watch this.

[Blondbadass]

Hello pls can u help me with invest bot ?

[knuppe]

Nothing of what Ark Invest has put out this week makes any sense. Tesla is a bubble of epic proportions. I used to have a modicum of respect for Cathie Wood but now it's almost embarrassing to watch this.

To criticize, you must have some better model, share your knowledge with us.

[rayneman]

Canaccord Genuity analyst predicted generation and storage unit could yield $8 billion of revenue by 2025 and creating an Apple-esque ecosystem of energy products.