特斯拉的汽车业务正陷入困境（尤其是在欧洲），但鉴于埃隆·马斯克个人品牌/光环的高价值，做空 TSLA 并不明智。
逐段跳播
我认为这是 Rivian 和 Tesla 做得极其出色的地方之一。Tesla 从市场的高端起步，是你能买到的最奢华、最出色的东西，而且价格昂贵。
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，在我看来，Tesla 在美国和欧洲的增长已经有些停滞了。而且在全世界都是如此。
Charles, it seems to me that Tesla's growth has stalled a bit in the US and Europe. And all over the world.
毫无疑问，Tesla 在欧洲的销量因政治、他的个性以及品牌所受的损害而崩塌。但我认为他们已经把自己与美国一半的潜在市场隔离开来，而我认为这占电动汽车市场的一半以上。因此，我相信他们的汽车业务面临非常重大的挑战，尤其是在欧洲。
这基本上已经结束了。嗯，而在美国，我认为这是一个巨大的挑战。
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.
因此，有人可能会主张做空 Tesla 股票的必要性，但 Tesla 股价与 Elon Musk 的个人光环联系得过于紧密。嗯，那是一种愚蠢的举动，不是因为估值，也不是因为公司除了打造这种个人光环之外的任何伟大成就。
而且你知道，很难说他的狂热粉丝群体不值数千亿美元，因为它确实很有价值。
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.
是的，我妻子开着一辆 Tesla 去了 Santa Monica，车上被贴了一张贴纸，上面写着“这辆车支持法西斯主义”，她不喜欢这个。那还是一张焊上去的贴纸。很难弄掉。是的，这并不会让卖车变得更容易。
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.
这个频道对 $TSLA 的历次判断
The Acquirers Podcast 在这只股票上只有这一条判断。