It’s all about controlling/setting the narrative which unfortunately for investors, Tesla sucks at with Wall St.
If Tesla, way back in early 2023 has just come out and said for the next two years, our goal is to maximize production to get as many cars on the road because we’re that confident in the new architecture of FSD (V12) and we plan on showing the data of just how good V12 gets over time
Or if they has said we think now is the time to corner the EV market and we plan to use our superior cost structure and margins to do it, Wall St would possibly be praising Tesla for its plan succeeding. Like you said, a number of bullish news has flown in from Teslas competitors failing and dropping out of the race. But instead, it’s just treated as the overall EV market is souring.