If you believe that Tesla as a company is a reasonable capital allocator, and that the Cybertruck will end up being a flop, then you should expect that investin

If you believe that Tesla as a company is a reasonable capital allocator, and that the Cybertruck will end up being a flop, then you should expect that investing in Tesla will mean investing in the successful segments (Model Y per your prediction) and quickly divesting from the unsuccessful ones (Cybertruck per your prediction). The same goes for Apple and Airpods.