Part 3/10:
Rob Bauer, on the other hand, who is notably bullish and long Tesla stock, challenged Troy’s conclusions. He pointed out that Tesla’s Chinese production capacity now outpaces new orders, meaning that the apparent order deficiency is heavily influenced by timing and strategic management rather than genuine demand collapse. Bauer emphasized that the 23-day delay and subsequent pricing shifts are just short-term noise with negligible long-term relevance, especially for investors with a multiyear horizon.