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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

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It's nice to see analysts recognizing that there is more to building a compelling EV than just slapping some batteries and an electric motor into a car.

Tesla (TSLA) is currently undervalued despite its lead in EV race, says analysts

... the “weak” product launches of competitors makes him “even more confident that Tesla can hold on to its leading position.” ...

...$400 price target on TSLA stock. Similar to Osha’s statements, the Macquarie analyst justified his bullish stance on Tesla by citing the Silicon Valley-based electric car maker’s evident lead over competitors such as Porsche, particularly in terms of software and pricing.
 
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If this is the big one we’ve nothing seen yet. Anyone knows where Chanos and Linette are hiding?

Hmm, Linette - possibly in Hungary with Tripp, hoping that he doesn't lose his case, which could lead to joint liability for her and BI re: the $167M in damages if she or anyone at BI was involved in encouraging (soliciting) or assisting him his efforts? ;)

(Discovery cutoff was Monday. Dispositive motions (motions to dismiss claims) are due within a month. Pretrail order, 8 november. My understanding is that that usually comes about two weeks or so before the trial).
 
Sorry if the below has been already posted from www.reddit.com/r/teslamotors/

Legendary Ferrari test pilot Dario Benuzzi testing the Model3 around the Maranello area. Benuzzi was the chief test pilot for the prancing horse for 48 years (!!!). A living icon appreciating the future of automotive.

"He likes the steering wheel in comfort mode, not so much in sport. Appreciates the front suspensions, a bit less the rear. Loves the regen. even more so in Track Mode. All in all, he adores the M3. This man drove and most of all developed cars for almost 5 decades and what cars! Several F1 cars, F40, F40 Le Mans, F50, La Ferrari, Scuderia, 333, 430, 360, 550, 575, 458, F12, Testarossa, Enzo, you name it. Seeing him loving the Tesla M3 is a pleasure and a testament to how good the car is. If he could only donate some of his soul to this car, it would be even better. He is the true tailor of sports cars and one of the last remaining. Maybe Elon Musk should have both him and Nico Rosberg challenge each other at the Nurburgring."
 
...we're still down ~36% from the high set back in mid-2017 when major revenue levers like:

1. Model 3 wasn't at production scale
2. China GF3 wasn't ready to go or even announced
3. Model Y, Semi, and Pickup weren't getting ready for production

...what am I missing? :(
Model S/X is not contributing as much as it was.