The David Lin Report · Friday, October 23, 2026
George Noble, managing partner of Noble Capital Advisors, argued on the show that Tesla's robotics venture is valued at a fraction of its total market cap and that the true product being sold is the stock itself rather than its legacy or future products.
“If you benchmark the pretend robotics venture, which really has nothing so far, but if you benchmark that against the best robotics uh it's worth like 30 or 40 billion dollars and this is on a market cap of a trillion five”
“No, the product is the stock. All this stuff, all this Showtime razzmatazz, It's all just designed to jack up the stock price.”