As a result of the different factors discussed above, we believe that TSLA's prospects seem to be murky moving forward, with EV adoption appearing to be peaking thanks to the uncertain macroeconomic outlook.

Source: https://seekingalpha.com/article/4642882-tesla-negative-sum-game-underlies-its-fsd-investment-thesis?source=feed_all_articles

It's worth noting that TSLA's decision to manufacture vehicles in China, helped it achieve profitability in 2020 when the company began delivering these vehicles.

Source: https://seekingalpha.com/article/4610756-lucid-market-sell-off-is-an-overreaction?source=feed_all_articles

These declining take rate have also been validated by TSLA's tweet, with a total of in North America by the end of 2022, implying a take rate of approximately 19% based on in the region, with no further updates offered thus far.

Source: https://seekingalpha.com/article/4642882-tesla-negative-sum-game-underlies-its-fsd-investment-thesis?source=feed_all_articles

To conclude, the recent surges in the implied volatility of TSLA's options have created an attractive setup for both short-term and long-term investors.

Source: https://seekingalpha.com/article/4579940-tesla-nhtsa-recall-volatility-surge-and-put-option?source=feed_all_articles