I personally don't understand the short position. Tesla has 9k reservations and is moving forward. I have heard the most ridiculous arguments for why Tesla will fail. Some range from "Tesla can't possibly do it because if it could be done the competition would have done it first", to "Tesla doesn't know what they are doing. No-one that works for them has any big ticket experience, and they are setting themselves up for disaster". Some have also said, "There is no way Tesla can get the cars out in time. They don't even have a way to distribute the once they are ready. Where are people supposed to get them serviced if they encounter a problem?". I have even heard people claim Elon is lying about the 25% + gross margins. How do I challenge these? All of these arguments are based on nothing, other than the assumption that Tesla is a little guy in a big industry. I even still hear the argument made that no-one wants EV's. I heard some lunatic claim that all these reservations coming in are a scam by hedge funds to trick those holding the stock. When the only logic being used to attack Tesla is this type of stuff, how do you defend the company? What data is there to support this nonsense? Any thoughts?
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