Gordon Johnson Defends Tesla Short Thesis As Margins Shrink, Discounts Rise: Jim Chanos Notes 35% YTD Drop In San Diego County Sales - Tesla (NASDAQ:TSLA)
1. Analysts criticize Tesla's performance and market position significantly. 2. Gordon Johnson highlights Tesla's collapsing margins and frequent discounts. 3. Tesla trades at 127x 2025 estimated earnings, much higher than its peers. 4. Short seller Chanos notes a 35% sales drop in San Diego County. 5. Tesla's stock has fallen 30.4% since 2022, underperforming the S&P 500.