The John Johnston Lounge
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Grouped by ticker, most-recent thesis first. Reads as the evolution of The John Johnston Lounge's view on each asset — earlier entries show where they started, later ones show where they landed.
TSLA1 narrative
BearishWhy Bank Analysts Warn of 60% Tesla Stock CollapseApr 7, 2026
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Tesla faces deteriorating business fundamentals with overproduction problems, missed delivery expectations, and stalled robotaxi development that remains 'smoke and mirrors' with safety monitors rather than true autonomy. The company's growth promises haven't materialized while financial expectations have collapsed over multiple years.