Gerber has been critical of Musk's absence from Tesla and doubts that Musk will seek a replacement CEO, which he believes is necessary for the company's recovery. He predicts further declines in Tesla's stock, estimating a potential 50% correction from current levels. Gerber's firm has been selling Tesla shares, reflecting his lack of confidence in the company's current trajectory.
Key takeaways:
- Ross Gerber believes Tesla needs a new CEO to improve its fortunes, regardless of Elon Musk's potential exit from the White House.
- Gerber criticizes Musk for being absent from Tesla and for his controversial statements, suggesting the company needs to reorient its identity away from Musk.
- Gerber doubts Musk will find a replacement CEO for Tesla, predicting further stock declines and estimating a potential 50% correction.
- Gerber's firm has been selling Tesla shares, indicating a lack of confidence in the stock's current performance and future prospects.