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Just when you thought the bizarre, Silicon Valley, sci-fi, soap opera starring Tesla CEO Elon Musk couldn't get any more interesting.

This Analyst Has Been Spot On on Tesla - zcar

This happens.

This Analyst Has Been Spot On on Tesla - zwsj

Earlier this week Hedgeye Industrials analyst Jay Van Sciver provided a new update to institutional investors on his Tesla short call. He initiated the call on 6/14/17. Shares of Tesla have fallen approximately 30% since. (If you are interested in receiving Van Sciver's institutional research send an email to sales@hedgeye.com.)

Here are a few slides from his latest 50-page slide deck.

This Analyst Has Been Spot On on Tesla - ztes1

This one below from Van Sciver is super revealing.

This Analyst Has Been Spot On on Tesla - ztes11

And just to be clear. 

This Analyst Has Been Spot On on Tesla - ztes3

Lastly, here's a brief clip from the Q&A portion of his Tesla call on Monday.

 This Analyst Has Been Spot On on Tesla - market brief