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But what's really critical in the success story that you point out for Tesla moving forward is that people continue to buy Teslas. At what point, Garrett, do you start to get concerned that there's too much negative sentiment about owning a Tesla?

Look, I mean, there's there's going to be a a hit, uh, with Tesla's sales volume. I don't I don't think, um, anyone is, that shouldn't be a surprise to anyone at this point when you, you know, you look at everything that's happening, the backlash against, uh, the business, the vandalism. Um, I don't think that's really a surprise. So the question is

But is it bad for investors exactly go ahead.

what is the stock discounting at this point? And we think, you know, we just given the volatility we've seen over the shares over the years, you know, eight declines of 40% or more peak to trough, we think this is another one of these scenarios and and we'd be buyers, um, you know, at these levels because we believe we still believe the long-term story is intact.

And and Garrett, I wonder too, moving forward, what you think about the risks of Elon continuing to run the business, especially given his own admission on Fox News that it has been challenging to run the business while working in the government. At what point does that start to be a risk?

Yes, so by by his own admission, you know, he's running his businesses with with great difficulty right now. I don't think that should be a surprise. Uh, you know, he's spending most of his time in Washington D.C. these days. So, you know, one thing we that we do think might make sense is for Tesla to elevate another senior level of management, um, to kind of make sure that the company is on track with their near and intermediate term goals. You know, Musk's, uh, doge commitment, uh, won't end until the middle of next year. So he still has, you know, if he continues, uh, you know, well over a year still in that role. And so that's going to take up a lot of his time. It's going to continue to consume a huge amount of his time. So, I I think, you know, one thing that's been that is has been clear over the years is Tesla has a very deep bench. There's a lot of talent at the company. And so we think, uh, it might make sense for the company to elevate someone, uh, you know, to make sure that they're staying on track in terms of their goals. It it is such a critical point in the company's history right now that, um, it the company just can't afford to to fumble the ball right now.

Right. So Garrett, let me ask you, is there, is there one or two names that come to mind for you in terms of who that person might be and how the market might receive that person?

I I wouldn't suggest any specific names, but I think, you know, if you go back to their investor events, um, over the last few years, I I think, you know, some of the people who have spoken, who have presented, um, you know, regarding Tesla's, uh, full self-driving innovations, some of the research and development that they've been doing, um, you know, you you'll you'll find a pretty short list of of talent there. I think the investor perception is very much that Tesla is a one-man show, but, um, I think the investor events over the last several years show that there's a very deep bench of talent there. And so I think there's there's a number of highly capable individuals who could fill that that role.

All right, Garrett, thanks so much for joining us. And huge thanks to our own Kenny Polcari for joining me on set as well. And for folks listening, if you want to see more of Kenny, you can find him on Trader Talk every Wednesday at 12:00 p.m. Eastern on Yahoo Finance or wherever you get your podcasts.