#bstockscis @BinanceCIS I conducted a strange experiment: I tried to assess bStock, despite its chart.

I took $TSLAB and asked myself:

what exactly am I buying here?

A car company?

Then it’s logical to look at car sales, margin, production, and competitors.

But the market has long been debating Tesla more broadly: autonomous driving, robotaxis, energy, Optimus.

And here a curious problem arises.

Some of today’s business value may depend not on what the company is, but on what investors expect it to become.

For myself, I imagined a simple scale:

today’s business ←→ future expectations

And I tried to place bStocks on it mentally.

$MUB is closer to the kind of business I can break down through the current memory cycle and financial metrics.

And $TSLAB pushes me much more strongly to evaluate scenarios that may not exist at scale.

And that changes the very approach to risk.

Because you can be wrong not only in forecasting a company’s profits.

You can assess it correctly today—and still be completely wrong about what the market has already priced in for tomorrow.

Now I want to go through the entire list of bStocks like that.

Which bStock, in your opinion, is traded today the most not for what it is now, but for what it will become?
@BinanceCIS #bStocksCIS