Gordon Johnson defends the Tesla Short thesis with a shrinkage of margins, and the height of discounts: Jim Chanos notes 35 % YTD in sales of San Diego County – Tesla (Nasdaq: TSLA)

Analysts Gordon Johnson and Jim Chanus Their critical position intensified Tesla Inc. TimingNoting great challenges in the performance of the manufacturer of electric cars and the market location.

What happenedJohnson of Glj Research has launched a major cash on the X social media platform, with highlighting the deteriorating financial standards in Tesla. Johnson wrote, referring to frequent discounts and what he describes that Tesla’s margins “explode”, pointing to frequent discounts and what he describes as the brand and market collapsing across global markets including China, the United States, Europe, Canada and Australia.

Johnson’s analysis indicates that Tesla Trades at 127x 2025, average profits per share were estimated, compared to the average shares of the amazing seven technology of 32x. And it confirms that Tesla is not really a technical stock, as about 90 % of its car sales have been extracted.

The nearby seller Chanos amplifies fears by highlighting the 35 % sales decrease in San Diego County, which he described as “material”. This figure is greatly different from the most conservative S&P estimates of 11 % sales decrease.