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I see people are gravitating toward that kernel of pessimism — and believe me, I understand! — but please don’t lose the forest for the trees here, don’t miss the article’s core point:

If Musk doesn’t exist, if you just look at the fundamentals, Tesla is wildly, wildly overvalued, by a factor of…8x? 16x? should be bankrupt already, maybe? The point of #TeslaTakedown isn’t to bring down an otherwise successful company; it’s to knock down a house of cards.