AI
Sunday, April 05, 2026 1:42:10 PM
Tesla's CFO and the Board of Directors are systematically cashing out hundreds of millions of dollars.
https://www.reuters.com/sustainability/boards-policy-regulation/tesla-board-made-3-billion-via-stock-awards-that-dwarfed-tech-peers-2025-12-15/
The operating margins have collapsed from 19% to 6% (legacy auto territory), and Net Income has fallen 77% from its 2022 peak.
The company is fundamentally degrading, while the valuation refuses to accept reality.
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https://www.reuters.com/sustainability/boards-policy-regulation/tesla-board-made-3-billion-via-stock-awards-that-dwarfed-tech-peers-2025-12-15/
The operating margins have collapsed from 19% to 6% (legacy auto territory), and Net Income has fallen 77% from its 2022 peak.
The company is fundamentally degrading, while the valuation refuses to accept reality.
.png)
Bearish
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