Fire sale from expiring EV credits. Sales massively down in Europe and China. It’s almost inevitable that BYD and ilk will eventually eat Tesla’s lunch: the cars are cheaper, better, sexier, and have comparatively little political baggage.

Anecdotally, in my circles, Tesla isn’t even part of the conversation anymore when it comes to cars. No sign of any reversal of sentiment.

(With that said, I have no desire to bet against a meme stock.)