Tesla: A Bullish Thesis Based On Unknown Variables, Not Valuation (Upgrade) (NASDAQ:TSLA)
1. TSLA faces increased competition from Rivian and Lucid in the EV market. 2. Analysts predict TSLA will maintain market share amid rising competition. 3. Recent price cuts on models aimed at boosting sales may impact margins. 4. Global supply chain issues persist, affecting production capacity for TSLA. 5. Consumer demand for EVs is projected to rise, benefiting TSLA long-term.