Tesla Shares Should've Fallen Further, Needham Analyst Gill Says

The transcript discusses Tesla's management credibility issues, particularly focusing on Elon Musk's actions and the impact of legal investigations on the company's financials. It highlights the changing narrative around Tesla, with increased competition from other automotive companies and the potential decline in Tesla's technological edge. The discussion also covers the financial pressures Tesla faces due to legal probes and class action lawsuits, and the competitive threats from new EV models and the reduction of tax credits.

In what ways is the competitive landscape for Tesla changing?

What are the expected impacts of the declining tax credit on Tesla's market position?