Price action is finally confirming what the charts suggested. The downmove we anticipated has materialized—exactly as expected. Here's what's happening beneath the surface: production metrics have been lagging well behind the hype cycle. When you strip away the narrative and look at actual output numbers, you realize the market was running ahead of fundamentals. So naturally, this corrective phase makes perfect sense. The disconnect between market enthusiasm and operational reality had to resolve eventually.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
16 Likes
Reward
16
6
Repost
Share
Comment
0/400
BoredRiceBall
· 15h ago
I've seen it all along, the production capacity data has always lagged behind. Chasing concepts is useless, brother.
View OriginalReply0
ruggedSoBadLMAO
· 15h ago
I should have known earlier, hype always outpaces reality. This time, TSLA's leek-cutting was really intense.
View OriginalReply0
OPsychology
· 15h ago
Spot prices have long been inflated, with the fundamental data right there.
View OriginalReply0
Ser_This_Is_A_Casino
· 16h ago
I've long seen through it; the production capacity data can't support that valuation at all. The hype is ultimately just hype.
View OriginalReply0
TommyTeacher
· 16h ago
It's been obvious all along; once the hype fades, the fundamentals reveal their true nature.
View OriginalReply0
ForkThisDAO
· 16h ago
I'm already tired of this kind of "I predicted it all along" after-the-fact armchair strategist... The lag in production data should have been noticed half a year ago.
TSLA Peak Already Priced In
Price action is finally confirming what the charts suggested. The downmove we anticipated has materialized—exactly as expected. Here's what's happening beneath the surface: production metrics have been lagging well behind the hype cycle. When you strip away the narrative and look at actual output numbers, you realize the market was running ahead of fundamentals. So naturally, this corrective phase makes perfect sense. The disconnect between market enthusiasm and operational reality had to resolve eventually.