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Some of this can be blamed on the production issues in China and maybe Musk's tweets courting far-right provocateurs, but Tesla was always massively over-valued and this is just things coming back down to reality. Probably still a ways to go as the Cyber Truck and the Semi are likely to disappoint and/or be further delayed.

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I think Semi is underestimated at this point.

E needs to quit Twitter and get back to his real job. There’s massive value in the Semi line, but it probably needs a big push (like with Model 3) to get it ramped up (including battery capacity).

This IS a bad time for ramping production, though, as interest rates are higher.

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