Tesla is a zero.

They have ramped up datacenter spending and gigafactory construction and have increased their fixed costs at just the wrong time. They shot themselves in the foot with removing lidar, which mistake BYD did not make, and making their self driving execution more difficult. The brand is radioactive to most people in the world that are willing to buy electric cars; it is viewed positive by people who do not. Revenue from humanoid robotics and robotaxis is far away.

They will need bridge funding to survive the next several years, and who will that come from now? The CEO has allied himself with petrostates, if he takes their money they will use it to destroy Tesla. If TSLA, SpaceX, Twitter/X, and Starlink were to come under separate sustained pressure I suspect the web of them would be overextended.

I wouldn't touch it with a 10 foot pole for now. It's a car maker at 9x ttm sales, which are almost guaranteed to fall off a cliff.

I see no way out of the current situation.

Falling Knives FAQ

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