What is the significance of the $104 million gap mentioned in the text?
Tesla Had a 'Monster Quarter' Amid Pandemic, Analyst Says

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2.
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How do the speaker's views on Tesla's market cap differ from the consensus?
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What challenges does Tesla face with increasing competition in the EV market?
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What factors does the speaker consider when evaluating Tesla's sales outlook?
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In what ways does the speaker believe Tesla's customer base is different from the general market?
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