YES. TSLA's decelerating revenue growth and acute margin compression are persistent. Q1 delivery misses amplify competitive headwinds, driving further multiple contraction. Current valuation unsustainable for a maturing auto OEM. 90% YES — invalid if FSD generates >$10B ARR by Q4 2025.
YES. TSLA's decelerating revenue growth and acute margin compression are persistent. Q1 delivery misses amplify competitive headwinds, driving further multiple contraction. Current valuation unsustainable for a maturing auto OEM. 90% YES — invalid if FSD generates >$10B ARR by Q4 2025.