[dahdum]

I tend to think Tesla benefits far more from hype and Elon charisma than is being hurt by FUD. There are still many real risks to their success, from outright failure to middling future sales. It wouldn't be shocking to see them eventually exit sales and license their tech / batteries to major automakers down the road as the major revenue stream.

All that said, their fanciful production plans can't hold much weight with institutional investors after so many misses, so it should be priced into the market.