An analysis by someone I know, what do you think about it:

Mid- to late April will be the next earnings report and I expect that it will not be good. With rare exceptions, stocks go way down on poor earnings reports. I think that I will just hold or possibly sell before the earnings report. If I sold now then I would probably not invest in Tesla again I don't think anything will improve Tesla sales in Germany or Europe. Here, Americans have short memories and will continue buying Teslas but maybe fewer than before. There will need to be price reductions which will hurt profitability and thus the stock price will go down. Long term, meaning the next 2-3 years, Tesla must execute nearly perfectly the new robo-taxi service and then the android. Both are extremely risky and will have competition from other companies. The auto business alone is not enough to justify even the current (lower) stock price. However, their energy business is continuing to grow in the US although it's not as "sexy" as the other parts.