Brian Stewart

They were worse than expected. And so you saw a dip, but a lot of that had already been priced into the stock. And so I don't know that deliveries were ever going to have a lingering impact on the stock price. I think that was always going to be sort of the jumping off point for whatever was coming next. I do think that Politico story did provide a catalyst on the upside.

They were worse than expected. And so you saw a dip, but a lot of that had already been priced into the stock. And so I don't know that deliveries were ever going to have a lingering impact on the stock price. I think that was always going to be sort of the jumping off point for whatever was coming next. I do think that Politico story did provide a catalyst on the upside.

I'm using Dan Ives now as sort of a bull sentiments index. He's been pounding the table that... Musk's activity in Doge have been very problematic for Tesla's brands and that he needs to step away from Doge and come back to the company and take the steps necessary. He calls it a moment of truth for Musk. So if you kind of take that as sort of the bull's view of the stock, that's a necessary step.

I'm using Dan Ives now as sort of a bull sentiments index. He's been pounding the table that... Musk's activity in Doge have been very problematic for Tesla's brands and that he needs to step away from Doge and come back to the company and take the steps necessary. He calls it a moment of truth for Musk. So if you kind of take that as sort of the bull's view of the stock, that's a necessary step.

I'm using Dan Ives now as sort of a bull sentiments index. He's been pounding the table that... Musk's activity in Doge have been very problematic for Tesla's brands and that he needs to step away from Doge and come back to the company and take the steps necessary. He calls it a moment of truth for Musk. So if you kind of take that as sort of the bull's view of the stock, that's a necessary step.

You can see why the stock would rally on the idea that he was stepping back from Doge and moving back to sort of full-time Doge. management of Tesla. Later, after that report came out, both the White House and Musk denied that it was true. It's not clear how much of that is saving face, how much of that is truly Musk's intent.

You can see why the stock would rally on the idea that he was stepping back from Doge and moving back to sort of full-time Doge. management of Tesla. Later, after that report came out, both the White House and Musk denied that it was true. It's not clear how much of that is saving face, how much of that is truly Musk's intent.

You can see why the stock would rally on the idea that he was stepping back from Doge and moving back to sort of full-time Doge. management of Tesla. Later, after that report came out, both the White House and Musk denied that it was true. It's not clear how much of that is saving face, how much of that is truly Musk's intent.

The bottom line is it's not clear right now what Musk's plans are going forward, how much time he plans to spend at Doge, how much time he plans at Tesla. That uncertainty itself is a problem for Tesla. So a lot of the future of Tesla depends. And I'm talking about the near-term future.

The bottom line is it's not clear right now what Musk's plans are going forward, how much time he plans to spend at Doge, how much time he plans at Tesla. That uncertainty itself is a problem for Tesla. So a lot of the future of Tesla depends. And I'm talking about the near-term future.

The bottom line is it's not clear right now what Musk's plans are going forward, how much time he plans to spend at Doge, how much time he plans at Tesla. That uncertainty itself is a problem for Tesla. So a lot of the future of Tesla depends. And I'm talking about the near-term future.

If you're a long-term bull, you're betting on autonomous driving, you're betting on robots, you're betting on the building out of the green infrastructure, solar and charging stations and all the parts of Tesla that point to a bright future. But in the near term and the medium term, Musk is so tied to the company that it is dependent.

If you're a long-term bull, you're betting on autonomous driving, you're betting on robots, you're betting on the building out of the green infrastructure, solar and charging stations and all the parts of Tesla that point to a bright future. But in the near term and the medium term, Musk is so tied to the company that it is dependent.

If you're a long-term bull, you're betting on autonomous driving, you're betting on robots, you're betting on the building out of the green infrastructure, solar and charging stations and all the parts of Tesla that point to a bright future. But in the near term and the medium term, Musk is so tied to the company that it is dependent.

The movement of the stock in the near term is going to be very dependent on how he kind of handles the public outcry.

The movement of the stock in the near term is going to be very dependent on how he kind of handles the public outcry.

The movement of the stock in the near term is going to be very dependent on how he kind of handles the public outcry.

So you point out some bright spots today in the retail sector. So I guess TJX would be the ticker, but that grouping of companies, which TJ, TJ Maxx, Marshalls, that company, it's up 1.6% today. It was up 6% going into today in the previous week. So the stock was already seeing a boost. One of the basically buys inventory from other retailers.

So you point out some bright spots today in the retail sector. So I guess TJX would be the ticker, but that grouping of companies, which TJ, TJ Maxx, Marshalls, that company, it's up 1.6% today. It was up 6% going into today in the previous week. So the stock was already seeing a boost. One of the basically buys inventory from other retailers.

So you point out some bright spots today in the retail sector. So I guess TJX would be the ticker, but that grouping of companies, which TJ, TJ Maxx, Marshalls, that company, it's up 1.6% today. It was up 6% going into today in the previous week. So the stock was already seeing a boost. One of the basically buys inventory from other retailers.