Tesla's auto business is struggling (especially in Europe), but shorting TSLA is unwise due to the high value of Elon Musk's personal brand/aura.

And I think this is one of the things that Rivian and Tesla have done extremely well. Tesla started at the high end of the market, as the most luxurious and fabulous thing you could buy, and it was expensive.

Charles, it seems to me that Tesla's growth has stalled a bit in the US and Europe. And all over the world.

There is no doubt that Tesla's sales in Europe collapsed due to politics, his personality, and the damage done to the brand. But I think they have isolated themselves from half of the potential US market, and I think that represents more than half of the electric vehicle market.

Therefore, I believe their automotive business faces very significant challenges, especially in Europe. It's practically over. Hmm, and in the United States, I think it's a big challenge.

Therefore, some might argue for the necessity of short selling Tesla shares, but Tesla stock is too closely tied to the personal aura of Elon Musk. Um , that was a foolish endeavor, not because of the valuation or any great achievement of the company other than building this personal aura.

And you know, it's hard to argue that his fanatical base isn't worth hundreds of billions of dollars because it really is valuable.

Yes, well , my wife drove a Tesla to Santa Monica and got a sticker on the car that said "This car supports fascism," which she didn't like. It was also a welded sticker. It is difficult to remove.

Yes, this does not make selling cars any easier.