Starting to See Cracks in Tesla's Armor: Wedbush's Ives

The transcript discusses the demand issues in China affecting Tesla and Apple, highlighting Tesla's competition and Apple's supply challenges. It explores the financial pressures on Tesla due to Elon Musk's actions and provides a future outlook for Tesla's performance and EV adoption. The discussion includes potential diversification for Apple and the impact of the Foxconn situation.

What is the primary issue Tesla is facing in China according to the transcript?

• Regulatory challenges

• Lack of innovation

• Increased competition

• Supply chain disruptions

How is Apple's supply-demand situation described in the transcript?

• There is no demand

• Demand and supply are balanced

• Supply exceeds demand

• Demand exceeds supply

What external factors are affecting Apple's supply chain as mentioned in the transcript?

• Environmental regulations

• Currency fluctuations

• Foxconn situation and COVID-19

• Trade wars

Which countries are mentioned as potential alternatives for Apple's supply chain diversification?

• Brazil and Mexico

• Germany and France

• South Korea and Japan

• India and Vietnam

What financial strategy of Elon Musk is discussed in relation to Tesla's market position?

• Margin loan backed by Tesla shares

• Reducing production costs

• Investing in new technologies

• Issuing new shares