Tesla's house of cards is crumbling, and I'm loving every minute of it.

Tesla's house of cards is crumbling, and I'm loving every minute of it. Ford's taking them on, and the regulatory crackdown is just the cherry on top. Musk's exit strategy is written all over the inflated capex plans. I'm calling it: Tesla's bubble is bursting, and retail is winning. Observed from the Ford deal, Tesla's tech issues, and the robotaxi fails.

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