The reality of Tesla's business is far more modest than the war over its stock price and market cap would suggest. Tesla is ultimately a small car company operating in a small market for electric vehicles. It's possible that business boredom is driving the up-and-down Tesla story. In over a decade of covering both Tesla and the auto industry, I've never seen anything like the past 12 months.  The feeding frenzy around Tesla has been unreal: Wall Street longs and shorts fighting it...

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