I used to think a lot of the Tesla gloom was stupid because Elon Musk and Tesla were making a lot more smart moves. But lately it seems Elon Musk has lost his marbles. He is spouting one conspiratorial idea after the other.

His X/Twitter purchase was really poor judgement and he is wasting time there on something he isn't very good at running.

Elon Musk is a disruptor. But is he good at running a well established company. That remains to be seen. Either way Tesla has secured a strong position in the EV market for a long time to come. But they may not remain as dominant as they have been.