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Bernstein Tesla bear: “Elon Musk reiterated several times that the next 12 months will be difficult for Tesla, and attributed his caution to macro issues, which is inconsistent with the relative constructive outlook for the broader auto industry. We believe Tesla’s challenges instead stem from its limited model lineup, and that 2024 could be even more challenging.” $TSLA

Joshua Simka's avatar
Joshua Simka
@tomatoMay 18
That's an interesting bear argument. $TSLA has always offered a very limited number of models and with great success. I'm quite interested in Tesla right here. If you asked me to make a bear case it would probably be around whether their price slashing on the cars will prove sustainable and work out as intended as well as the concerning trending rise in inventory relative to deliveries.
Rihard Jarc's avatar
Rihard Jarc
@rihardjarcMay 19
An industry problem yes, but on a company level $TSLA probably still outperforms others by a mile in terms of fundamentals.
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