I am a huge Tesla fan. I wasn't trying to bash Tesla. My point was a simple one about stock. Tesla stock is volatile and responds quickly to their production issues because their three cars are really the sum total of their credible business (I am aware of their other businesses, which we in the industry view as interesting "hobbies" for now.). So news about their car production has a huge impact on their stock price, while news about their solar tiles elicits something of a market shrug.



I was simply responding to the question of what happens to Tesla stock vs. Porsche stock when bad production news comes out. While there is such a thing as "Porsche stock," it is essentially a basket of VW stock, and therefore rises and falls with the prospects of VW overall, not just Porsche. (This is why the Porsche stock collapsed when Dieselgate was happening.) As a consequence, the Taycan is more analogous to Tesla's solar tiles when it comes to VW's overall book of business TODAY. Someday, it could be a big piece as they expand the utilization of the platform to the Audi e-Tron GT, etc. It just isn't that today.