Why this analyst is bearish on Tesla, despite the stock hitting an all-time high

Gary, your timing is always impeccable. You just had these headlines drop, my friend. Ford taking a $19.5% billion charge to write down EV investments, at least initially here.I see the stock popping about one and a half% here in the after hours. What is your immediate response reaction to that news, Garrett. >> Sure.Thanks for having me. I think the only thing that's really surprising is the magnitude. The 19.5% billion is is larger than we would expect.Um, I think uh it was said 8 billion of that was was ...