StockFomoTesla designs, manufactures, and sells electric vehicles, energy storage systems, and solar products. The company also develops autonomous driving technology.
I shorted TSLA at $352. Here's my bear case: automotive gross margins have fallen from 28% to 18% over the past 18 months due to aggressive price cuts. The price cuts were supposed to drive volume — they haven't. Global deliveries are flat YoY while BYD is eating Tesla's lunch in...