Tesla's most bullish analyst says 2 things need to change

Core Viewpoint - Tesla is currently facing a crisis that requires intervention from CEO Elon Musk to navigate through it successfully [1][8]. Group 1: Current Situation - Tesla's stock has declined by 53% from its all-time high in mid-December, reflecting significant challenges [2]. - The company is experiencing increased competition in China, declining global vehicle sales, and concerns about Musk's focus being diverted due to his involvement with DOGE [2][3]. Group 2: Analyst Insights - Dan Ives from Wedbush Securities emphasizes that Musk must balance his roles between Tesla and DOGE to mitigate the crisis [5][8]. - Ives suggests that Musk should make a public statement regarding his management of both roles before Tesla's upcoming quarterly earnings call [4]. Group 3: Recommendations for Musk - Ives outlines two critical actions for Musk: 1. Provide clarity on how he will manage his dual roles to alleviate investor concerns [4]. 2. Present a roadmap for the release of new lower-cost vehicles and guidance on the unsupervised FSD rollout in Austin [5]. - Ives believes that if Musk steps back from his DOGE commitments, the negative attention will lessen, although some brand damage may remain [5].