At the same time I'm not sure if that matters, how long is the market willing to treat Tesla stock as a sort of aspirational stock?
Not plausibly of course - can't imagine Musk getting on a call "yeah I would have kept leading Tesla but they wouldn't give me $1T".
$1T being literally more money than any person has ever had.
Isn't the ideal way to gauge where something big sits in the market, before making a giant leap?
Has anybody seen what other companies are offering Musk in case Tesla does not measure up?
Tesla shareholders get to lose twice, first to inflation just like the rest of us but also their share in Tesla will be regularly diluted specifically so Elon can keep borrowing on favorable terms.
Fire Musk and Tesla gets valued for what they are, and stock will plummit.
Keep Musk and continue the downward trajectory where inevitably reality will catch up with the stock and it will plummit.
Short-term there's and argument for keeping Musk but long-term getting rid of him is likely better.
But there doesn't seem to be a way to avoid massive pain mid-term either way.
davydm•3mo ago