Musk Appears More Stable and Seems to Have Turned the Corner, Tesla Analyst Ferragu Says

The transcript discusses Tesla's delivery expectations, highlighting the challenges in Europe and China compared to the US. It also covers Elon Musk's legal issues with the SEC over the 420 tweet and the potential impact on Tesla. Despite the legal uncertainties, the speaker remains optimistic about Tesla's performance and Musk's stability.

What was the reaction of the speaker regarding Elon Musk's state of mind over the summer?

What personal feelings does Elon Musk have towards the SEC according to the text?