The Call | Industrials | Jay Van Sciver (1/13/2023)

Video Notes:

  • Tesla, Inc. (TSLA): Cutting prices up to 20% on Model Ys; cutting prices globally; relates to EV competition; Tesla is no longer the obvious winner; brand is weaker, not just Musk’s antics on Twitter but other negative brand events; questions whether these price cuts are even going to work; TSLA remains a short

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