This macro movement is complete bull in my opinion. Yields have been higher previously in a healthy economy and a re-opening economy is good for Tesla. Even a moderately inflating economy is good.
I don't disagree with you about the macro movement being bull.
And the market is what it is - arguing with the share price is like arguing with a hurricane. It'll pass but you might not be around for the passing. Or more typically - the market can remain irrational longer than you can remain solvent.
Its been so long since we had a moderately inflating economy (using the typical measure of inflation) its like we've forgotten that is the 'normal'. So yeah - this macro induced move is bull, but its also happening. Maybe being helped along by short sellers using this opportunity to push the shares down as far as they can.
Significant trading levels as I remember them: $400 (when the S&P announcement happened) and $80 ($400 pre-split; the top of the previous trading range when we broke out and started this amazing run. Even at $550 today that is $2250 pre-split. And that is a share value that any and everybody would have been singing from the roof tops after living in the $280-$380 trading range before that.