Bearish TSLA thesis by alice

TSLA - Tesla Inc - Consumer Cyclical

Price competition can keep auto margins under pressure for longer than expected. If deliveries rebound without fresh margin damage, the bear case weakens.

Bearish

Open

Created Jan 9, 2026

Community vote

Entry Price

$421.81

Below

$309.90

Target Date

May 9, 2026

Karma

112 to 16256

Below target (win)Projection

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