Annotated

Valuation stories, annotated.

by Rafael Prince

TESLA · $402.90 as of Jul 7, 2026
your story $53.41
ceiling of calibrated beliefs $240.67
today's price $402.90
unexplained by calibrated beliefs $162.23 Dream — a claim, not analysis

This is what the story you picked is worth, not a price target.

Read the story ›

The library

NVIDIA NVDA First read The cycle-risk discount $210.96 · as of Jul 10, 2026 Apple AAPL First read The margin question $315.32 · as of Jul 10, 2026 Microsoft MSFT Coming The reality discount $384.36 · as of Jul 9, 2026

Latest release

Premiere Tesla — What does this price assume? $402.90 · as of Jul 7, 2026

How it works

  1. Pick a story you believe.
  2. See the numbers it is worth.
  3. Compare it with the price.