Tesla insiders have sold more than 50% of their shares in the last year

Insider Selling, Valuation, and “Meme Stock” Dynamics

• Many see heavy insider selling as rational diversification, especially given Tesla’s perceived “rocky” future and extreme valuation (high P/E, larger cap than multiple major automakers combined).
• Several commenters think the stock is clearly overbought and driven by belief in Musk rather than fundamentals, but note the market can stay irrational for years, making shorting risky.
• Others argue that passive investing (index funds buying whatever is biggest) helps sustain inflated prices.

Tesla’s Competitive Position and Product Quality

• One camp says Tesla still has a big engineering lead in EV internals (reliability, simplicity, efficiency).
• Critics counter that this advantage has eroded, especially versus Chinese EVs; Tesla lags on suspension comfort, cabin noise, and interior quality.
• Some acknowledge recent Model 3/Y refreshes improved interiors, but premium features (e.g., richer trim/options) are still missing.
• Cybertruck is cited as a turning point: technically interesting but impractical and poorly finished, reinforcing a narrative of over‑promising and under‑delivering.

FSD, Robotaxis, Robotics, and Batteries

• Bulls see upside in full self‑driving: potential robotaxi networks with Uber‑like economics but no drivers, and spillover to trucking.
• Skeptics compare FSD optimism to perpetual “nuclear fusion” promises; they also note competition from Waymo and others will likely compress margins.
• Some question whether robotics or batteries justify premium valuations, given these are capital‑intensive, highly competitive, lower‑margin businesses.

Index Investing, Hedging, and Excluding TSLA

• Several investors dislike holding TSLA via index funds and want “S&P minus Tesla” products.
• Workarounds discussed: direct indexing with exclusion lists, equal‑weight funds, buying puts or inverse TSLA ETFs (with warnings about leveraged ETF decay).
• Others argue stock‑picking and exclusions typically hurt performance, and that index outperformance partly comes from automatic rebalancing.

Broader Auto Industry, Chinese Competition, and Policy

• Wider debate: legacy US/European automakers are seen as having squandered chances on EVs and small, affordable cars.
• Some welcome Chinese EV makers (e.g., BYD) as needed disruption; others highlight tariffs, political resistance, and “racism” in anti‑China rhetoric.
• There’s side discussion on societal goals: cheap cars vs. local industrial jobs, Pigouvian taxes on large SUVs/pickups, and urban‑vs‑suburban cultural friction.

Musk’s Management and Governance

• The firing of the entire Supercharger team after NACS became a standard is cited as a clear mismanagement signal; later rehiring attempts reinforce that view.
• Defenders point to continued charger network growth and downplay the incident.
• Some argue Musk’s relatively small ownership should allow shareholders to remove him; others note complicated internal power dynamics and cult‑of‑personality effects.