So, if Twitter is worth $18 billion at $26/share, I don't see any reason why Tesla can't be worth the same or more. TSLA , oddly enough, is also valued at $18 as of last night's close.
I believe it takes time to acclimate to these very high valuations. Investors and traders pushed up TSLA to extremely high valuations and now it is back down to a valuation that is closer to what you might expect for such a transformational, innovative company. I believe buying TSLA when it is deeply oversold on fears and bad news makes the most sense.
For hands-off traders: Take a look at the $100 strike puts I mentioned in the 9/17/2013 post and see if writing contracts to purchase TSLA at a $10 billion valuation makes sense to you. If you can earn a decent return for agreeing to buy TSLA at $100/sh for a fixed period of time, then consider it and look at the risk/reward payoff and see if it makes sense to you too.
Cheers, Tim 8:36AM EST, Thursday, November 7, 2013