Author argues SpaceX's trillion-dollar revenue projection is undermined by a limited broadband TAM and state-backed satellite competition, while Tesla loses EV dominance as margins collapse and European sales fall.
TSLA — AVOID The author claims Tesla's competitive moat has eroded because BYD, Geely, and Nio have matched battery technology and undercut pricing, causing margins to collapse. In Europe, Tesla's direct-sales model is described as a liability with insufficient service centers, and sales have fallen 37% as buyers choose Chinese and local brands. This supports a bearish or avoid stance on TSLA, with the author implying continued share loss to better-supported competitors. The author does not state a specific time horizon or a risk to this view.
Tesla is no longer the undisputed EV king; BYD, Geely, and Nio have matched battery tech and undercut pricing so severely that margins have collapsed.
This Reddit post, published June 19, 2026, features u/cranberrie_sauce discussing TSLA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/cranberrie_sauce · Tickers: TSLA