

Investor's Corner
Tesla short-seller and TSLA bull face off in classic Bull vs. Bear debate
The Quoth the Raven podcast recently hosted a debate between notable Tesla bear and SeekingAlpha contributor Montana Skeptic and Tesla bull and YouTube host Galileo Russell. Over the hourlong session, both bull and bear discussed issues from Tesla’s financial status, competition from other carmakers, and the company’s future.
MontanaSkeptic1 is an outspoken Tesla critic and a supporter of the bear thesis against the company. An interview with QTR on Seeking Alpha states that Montana has a JD from Yale Law School and manages a $1 billion portfolio. After graduating from Yale, Montana has 30 years experience as a trial lawyer. Montana also notes that he did not take a bearish stance on Tesla from the start. Rather, he states that after reading the company’s filings, he was reminded of Enron, an American energy, and commodities company that went defunct in 2001 after a scandal caused by accounting fraud.
Galileo Russell, on the other hand, is 25 years old but is a self-confessed “finance geek” who has a bullish stance on Tesla. Galileo studied Finance & Entrepreneurship at New York University – Leonard N. Stern School of Business. He currently runs a YouTube channel called HyperChange TV, where he discusses stocks such as TSLA, SNAP, AMZN and other tech companies. Galileo first made waves after he predicted Amazon’s acquisition of Whole Foods months before it was announced, but more recently rose to fame after having 23 minutes of airtime with Elon Musk during Tesla’s Q1 2018 earnings call.
The debate between the Tesla bull and bear adopted a structured format, with Montana and Galileo getting an equal amount of time to state their case for a particular topic. The hourlong debate started with a discussion on whether Tesla’s CapEx would be sufficient for the company’s future projects like the Model Y, Tesla Semi, Solar Roofs and its other upcoming products, followed by Tesla’s market share and sales in the United States. Elon Musk’s behavior on social media was also discussed. During these rounds, each side presented a number of compelling arguments, with Montana Skeptic pointing out Tesla’s losses every quarter and Galileo arguing that becoming a profitable car maker requires a heavy time investment. Both reached a consensus that Elon Musk should be more restrained on Twitter.
Ultimately, however, the Tesla bull focused on the long-term prospects of Tesla, as well as the potential of the company in the future, while the bear case is founded on skepticism that Tesla could deliver a $35,000 Model 3, the China Gigafactory, and compete with profitable automakers that have a proven history of manufacturing at scale. The final arguments of Montana and Galileo summed up their stance on the electric car maker.
“I think Tesla is just extraordinarily weak. It lives from capital raise to capital raise. But for a capital raise, it is always on the brink of insolvency. I think that other automakers have a huge advantage. They have a portfolio of products, and those products are largely profitable, and the fact that they are compelled to make EVs that don’t make economic sense, and would never be bought other than as niche performance products, absent huge subsidies. That makes a huge difference. They would be able to outpace Tesla. The interior of the Model 3 has become tired. It was never all that luxurious, and I think it won’t be the aspirational car much longer, especially when these other cars hit the market, and this is happening,” Montana said.
“If you see Tesla’s business unfold and that’s why if you compare them to all the old metrics and look at how much money they’re losing now, you’ve missed the entire story because you’re failing to appreciate just how rapidly Tesla is growing. This is a Silicon Valley company. Software is eating the world. Software is eating every single aspect and niche of the way we build cars, what’s in cars, how they run, how we interact with our cars. This is a totally, fundamentally different set of skills than building an internal combustion engine,” Galileo said.
Listen to the full Montana Skeptic vs. Galileo Russell debate in a recording of the Quoth the Raven podcast below.
https://www.youtube.com/watch?time_continue=190&=&v=LqKEP6j0qe0
Elon Musk
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean

Tesla (NASDAQ: TSLA) is being called “the biggest meme stock we’ve ever seen” by Yale School of Management Senior Associate Dean Jeff Sonnenfeld, who made the comments in a recent interview with CNBC.
Sonnenfeld’s comments echo those of many of the company’s skeptics, who argue that its price-to-earnings ratio is far too high when compared to other companies also in the tech industry. Tesla is often compared to companies like Apple, Nvidia, and Microsoft when these types of discussions come up.
Fundamentally, yes, Tesla does trade at a P/E level that is significantly above that of any comparable company.
However, it is worth mentioning that Tesla is not traded like a typical company, either.
Here’s what Sonnenfeld said regarding Tesla:
“This is the biggest meme stock we’ve ever seen. Even at its peak, Amazon was nowhere near this level. The PE on this, well above 200, is just crazy. When you’ve got stocks like Nvidia, the price-earnings ratio is around 25 or 30, and Apple is maybe 35 or 36, Microsoft around the same. I mean, this is way out of line to be at a 220 PE. It’s crazy, and they’ve, I think, put a little too much emphasis on the magic wand of Musk.”
Many analysts have admitted in the past that they believe Tesla is an untraditional stock in the sense that many analysts trade it based on narrative and not fundamentals. Ryan Brinkman of J.P. Morgan once said:
“Tesla shares continue to strike us as having become completely divorced from the fundamentals.”
Dan Nathan, another notorious skeptic of Tesla shares, recently turned bullish on the stock because of “technicals and sentiment.” He said just last week:
“I think from a trading perspective, it looks very interesting.”
Nathan said Tesla shares show signs of strength moving forward, including holding its 200-day moving average and holding against current resistance levels.
Sonnenfeld’s synopsis of Tesla shares points out that there might be “a little too much emphasis on the magic wand of Musk.”
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
This could refer to different things: perhaps his recent $1 billion stock buy, which sent the stock skyrocketing, or the fact that many Tesla investors are fans and owners who do not buy and sell on numbers, but rather on news that Musk might report himself.
Tesla is trading around $423.76 at the time of publication, as of 3:25 p.m. on the East Coast.
Elon Musk
Elon Musk affirms Tesla commitment and grueling work schedule: “Daddy is very much home”
The remarks came as Tesla shares crossed the $400 mark on the stock market.

Tesla CEO Elon Musk reiterated his commitment to the electric vehicle maker and its future projects this week, responding to speculation following his $1 billion purchase of TSLA stock.
The remarks came as Tesla shares crossed the $400 mark on the stock market, extending a rally fueled in part by Musk’s TSLA purchase.
Elon Musk’s nonstop work schedule
Amidst the reaction of TSLA stock to Musk’s $1 billion investment, Tesla owners such as @greggertruck noted that “Daddy’s home.” Musk replied, stating that “Daddy is very much home.” He then shared details of a packed weekend of work, which was definitely grueling but completely within character for a “wartime CEO.”
Musk did note, however, that he had lunch with his kids during the weekend despite his extremely busy schedule.
“Daddy is very much home. Am burning the midnight oil with Optimus engineering on Friday night, then redeye overnight to Austin arriving 5am, wake up to have lunch with my kids and then spend all Saturday afternoon in deep technical reviews for the Tesla AI5 chip design.
“Fly to Colossus II on Monday to walk the whole datacenter floor, review transformers and power production (excellent progress), depart midnight. Then up to 12 hours of back-to-back meetings across all Tesla departments, but with a particular focus on AI/Autopilot, Optimus production plans, and vehicle production/delivery,” Musk wrote in his post.
Wartime CEO
Wedbush analyst Dan Ives described Musk as operating in “wartime CEO mode,” highlighting autonomous driving and AI as a trillion-dollar market opportunity for Tesla. Musk reiterated this point late last month as well, when he outlined the several projects he is juggling among his numerous companies. At the time, Musk stated that he was busy with Starship 10, Grok 5, and Tesla V14. This was despite his notable presence on X.
With Tesla Master Plan Part IV being partly released, the company is entering what could very well be its most ambitious stage to date. To usher in an era of sustainable abundance, Tesla would definitely require a “wartime CEO,” someone who could remain locked in and determined to push through any obstacles to ensure that the company achieves its goals.
Elon Musk
Tesla analyst says Musk stock buy should send this signal to investors
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish.”

Tesla CEO Elon Musk purchased roughly $1 billion in Tesla shares on Friday, and analysts are now breaking down the move as the stock is headed upward.
One of them is William Blair analyst Jed Dorsheimer, who said in a new note to investors on Monday that Musk’s move should send a signal of confidence to stock buyers, especially considering the company’s numerous catalysts that currently exist.
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Dorsheimer said in the note:
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish. This purchase is Musk’s first buy since 2020. To us, this sends a strong signal of confidence in the most important part of Tesla’s future business, robotaxi.”
Musk putting an additional $1 billion back into the company in the form of more stock ownership is obviously a huge vote of confidence.
He knows more than anyone about the progress Tesla has made and is making on the Robotaxi platform, as well as the company’s ongoing efforts to solve vehicle autonomy. If he’s buying stock, it is more than likely a good sign.
Tesla has continued to expand its Robotaxi platform in a number of ways. The project has gotten bigger in terms of service area, vehicle fleet, and testing population. Tesla has also recently received a permit to test in Nevada, unlocking the potential to expand into a brand-new state for the company.
In the note, Dorsheimer also touched on Musk’s recent pay package, revealing that William Blair recently met with Tesla’s Board of Directors, who gave the firm some more color on the situation:
“We recently participated in a meeting with Tesla’s board of directors to discuss the details of Musk’s performance package. The board is confident of its position in the Delaware case and anticipates a verdict by end of year. It does not expect a similar situation to occur under new Texas jurisdiction. Musk has the board’s full support, and we expect he’ll get more than enough shareholder support for this to pass with flying colors.”
Tesla stock is up over 6 percent so far today, trading at $421.50 at the time of publication.
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