How The Acquirers Podcast’s view on $TSLA changed

2026-09-20
“Why Chinese EVs Might Fail to Conquer the US Market | Charles Lemonides”
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.