Part 2/7:
Lee asserts that despite the substantial drop in Tesla’s stock price—down 35% from its peak—the company’s competitive position remains strong, if not enhanced. As Lee pointed out, the narrative surrounding Tesla isn’t dependent merely on stock movements but on the substantive progress the company continues to make in key areas like electric vehicle (EV) technology and robotics. Tesla's lead in robotics positions it advantageously against competitors, reinforcing the belief that the company will recover and continue to grow.