On the other hand: - Tesla recently halved the deposit required to order a Model S, an indicator of weakening demand. - Tesla is raking in up to $35K in profi

On the other hand: - Tesla recently halved the deposit required to order a Model S, an indicator of weakening demand. - Tesla is raking in up to $35K in profits per car by selling ZEV credits earned through a CARB loophole which may soon close (http://www.plugincars.com/will-likely-loss-zev-credits-hurt-tesla-127916.html http://www.plugincars.com/will-likely-loss-zev-credits-hurt-...), reducing ZEV profits considerably. - Tesla has repeatedly promised to increase its gross margin, but has so far failed to do so. - While Nissan has invested in their own battery manufacturing plants (in Japan, US, and UK), Tesla buys their batteries from Panasonic. While they design and assemble their own battery packs, they haven't made raw battery manufacture their core competency, which could hurt their ability to compete on cost, or to innovate in lithium ion battery technology. - The BMW i3 will soon be entering production. - Tesla recently closed another round of funding, the cash for which will be used to bring new models to market, meaning they're about to take hit to earnings for R&D. This is fine, but the stock may collapse in the short term.