The big problem with Tesla that this article misses completely is that many of Tesla's most enthusiastic customers (like I once was) no longer want to support a person who is actively promoting hateful conspiracy theories and providing nazis and Russians with a platform to disrupt the upcoming U.S. election.
@mike@ac I would say it's priced in with the decline in market share... Which will only accelerate outside the US with the emergence of BYD and other Chinese EV manufacturers.
The European commission might establish tariffs for these Chinese manufacturers (akin to the US). But in order to be effective these might need to be as high as 55%. Which a) is unrealistic and b) shows how cheap EVs might become in the next few years.