Jul. 2 at 2:27 AM
$TSLA ending incentives for a product with robust demand would typically cause pull-forward sales and a short-term spike in the relevant country (USA). In this case our hero has remarkably alienated huge swaths of his core customer base and their political opposites at the same time. So, even that little bit of value capture opportunity is, shall we say, burned in the coal furnace.
I honestly cannot think of a realistic upside trigger. No robotaxi or robot, no short squeeze, no auto volume recovery with all the margin pressures due to competition.
$TSLQ —>
$35/share?
