After Trump's election, TSL and BTC outperformed the S&P 500 by a wide margin, but the valuation issue became increasingly complex

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Since Trump's election, the performance of TSL and BTC has far exceeded the S&P 500 index, pumping 35% and 39% respectively, while the S&P 500 index only pumped 5%. Despite clear narratives behind each, the valuation issue becomes increasingly complex. The pump in TSL's stock price is partly attributed to the potential abolition of electric vehicle subsidies after President Trump's election. As a leader in the electric vehicle field, TSL may benefit from this, with analyst Dan Ives calling it a major competitive advantage for TSL. The valuation of BTC is even more complex. Despite experts predicting its future price to reach $3.8 million, investors like Warren Buffett believe that BTC will eventually drop to zero. Some analysts warn that investors should be cautious of market bubbles. Robert Teeter, chief investment strategist at Silver Peak Asset Management, cited Andy Warhol's transformation of everyday items into art, achieving significant appreciation. Therefore, today's investments may also have similar appreciation potential. (Barrons)

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