Tesla Inc (TSLA)

[jakedogman1]

Be careful what you ask for... S&P inclusion will be the gift that will keep giving. Musk will no longer be able to paint rainbows to his youtube cult and evade institutional shareholder questions with smoke and mirror answers. Way too much institutional money in the game now. The financial performance numbers will be under a microscope and the "save the planet" narrative will be exposed. Solar City trial goes forward in March and Musk role in buying failed biz to save his own skin with Tesla shareholder cash will be high publicity given the richest man in the world title. And the Solar City biz ain't what it's cracked up to be per recent article. And doesn't justify the save the planet valuation.

https://seekingalpha.com/article/4394163-sun-is-setting-on-teslas-solar-business

In addition the growth story on Tesla cars will be questioned if sales in Europe, the most advanced EV markets in terms of competition come to light. If the story and share price is based on rapid growth, what happens if that story evaporates? Any decline or even flat sales will be a problem for Tesla. And any channel stuffing will backfire given the amount of eyes on the game. Imagine an NFL game with 80 referees on the field.

Given the amount of margin the robinholders have, things can get ugly fast. And once the share price declines, the passive holders will start dumping to match weighting over the year. And I can't wait for the cybertruck to start "not selling"... And the analyst reports like MS that values Tesla's nonexistent insurance biz more than Allstate's market cap hopefully will come back to haunt AJ like the infamous analysts of the dotcom bubble.

And two material class action suits regarding screens and suspension combined for over 200k cars filed last year will start move forward and will bring publicity on product quality and company coverups. I can just see the headlines... richest man in the world looses $10 bil today ... and today and today....

Yes economic gravity can be suspended for only so long.