Musk is a figurehead at both Tesla and SpaceX. He is too far out of the salt mines (or too impatient) to reconcile his wildly optimistic release estimates with actual engineeering reality. Where is the Hyperloop? Where is the Cybertruck? Where's full self driving? Every single one of these is years behind the CEO's own formally stated launch dates. So who's really in charge? It's not at all surprising that he'd insta…
There is a reason Enphase's stock is on a tear.
Sure, the technology is great, but Power Wall sales are Tesla's "deals to lose", and their sales team is aggressively losing them.