Nice write‑up. You make a compelling case: past doubts about #ElonMusk tended to be proven wrong, and his track record of turning bold visions into market‑shaping companies — from #Tesla, Inc. to #SpaceX — is hard to ignore.
That said: isn’t there a growing counter‑argument, given how much seems to hinge on perfect execution, favorable regulation, and continued investor faith? As critics point out, since 2022 $TSLA stock has under‑performed many alternatives.
So my question for other readers — and maybe the author: is this more about betting on Musk (the man) than on diversified business fundamentals? Could that make this a high‑reward but extremely high‑risk bet?”
True. If he hadn't pissed off Trump, maybe all those Tesla subsidies wouldn't have been terminated. It gave Tesla a huge short-term boosts in sales, but will severely hurt the company going forward. And I am quite bullish on $TSLA, so that was disappointing.
That was the one time I had any respect for Elon. At least he was telling the truth then. Not all the fabricated and politically motivated DOGE nonsense. All those supposed "savings" turned out to complete BS. He needs to stay out of politics and focus on $TSLA.
There are two Teslas:
The one in #Musk's head, full of #Robotaxis and dreams.
The one on the balance sheet, which is a failing car company with no profits and collapsing demand.
For years, the dream kept the stock alive. After the Q2 disaster, the reality will finally kill it.
Bearish on $TSLA and #Tesla
I don't like $TSLA. #Tesla still has safety riders and remote backup. Not ready for primetime. This is where #WAYMO was about a decade ago in terms of development.
Bearish
Why You Shouldn't Bet Against Elon Musk
That said: isn’t there a growing counter‑argument, given how much seems to hinge on perfect execution, favorable regulation, and continued investor faith? As critics point out, since 2022 $TSLA stock has under‑performed many alternatives.
So my question for other readers — and maybe the author: is this more about betting on Musk (the man) than on diversified business fundamentals? Could that make this a high‑reward but extremely high‑risk bet?”
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#Tesla will NEVER beat #BYD on a cost per unit basis and is only dominant in North America due to tariffs
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Dan Richards, Don't, we'll feel some initial pain, but #Trump is going to put America back on top! And go $TSLA and #Musk.
