---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39428008.md"
description: "🔥🚨 Musk Continues to Speak Out: The Problem Isn't the Stock Price Drop, but the Market "Just Doesn't Get It" $Tesla(TSLA.US)Over the past three months, $Tesla(TSLA.US) has corrected nearly 25%.The market's reaction is typical—when the price drops, sentiment crumbles first.But Elon Musk's expression this time is actually more direct than ever:The market isn't "slightly undervaluing" it, but "completely misreading" it.What he said is crucial—"I've told you all the information, and you still don't believe it."Behind this lies a typical cognitive dissonance:Goods on sale → People think it's cheap → More willing to buyStock price falls → People think it's risky → More eager to sellBoth involve a price drop, yet the behavior is completely opposite.But the problem is—A stock isn't the "price itself," but the "expectation of future cash flows."If the future is improving while the price is falling, it essentially means "expectations have become disconnected from the price."And Musk's core message now can be broken down into two layers:The first layer is that the market is looking at Tesla with "past logic."Many are still using traditional automaker metrics like delivery volume and gross margin to price it.The second layer is that structural changes are happening within Tesla.Autonomous driving, Robotaxi, Optimus—these aren't things short-term financial reports can reflect, but they are changing the long-term value structure.So a typical situation has emerged:The price reflects short-term uncertainty,While Musk emphasizes long-term change.The timing mismatch between these two is the so-called "undervaluation."But one thing must be made clear—The market isn't "blind to it," but "doesn't believe it yet."Because these narratives need to be realized.Historically, Musk has indeed said "the stock is too high," so this time when he says the opposite—"undervalued"—the market is more divided: some believe he's giving an early warning, others think he's boosting confidence.So the real key to this matter isn't what he said, but whether there will be continuous validation next.If these "ongoing changes" start to materialize, the market will quickly correct itself;If they don't materialize, the price will continue to correct expectations with reality.Do you lean more towards the current $Tesla(TSLA.US) being temporarily misjudged by the market, or that these "future narratives" just haven't reached their time to be realized?"
datetime: "2026-03-22T08:14:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39428008.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39428008.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39428008.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# 🔥🚨 Musk Continues to Speak Out: The Problem Isn'…


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## Comments (4)

- **理查德RH · 2026-03-22T10:58:18.000Z**: It will definitely work out in the long term, but I can't stand it in the short term, so I need to transfer my position.
  - **辰逸** (2026-03-23T10:59:14.000Z): Be friends with time!
- **長野原烟花店交易员 · 2026-03-22T09:08:48.000Z**: It's still time to invest once those long-term changes gradually materialize into visible short-term trends.
  - **脆皮大学牲** (2026-03-22T12:03:48.000Z): Once the changes become visible, the visible part of those changes has already been priced in. What you're buying are the long-term changes that are still invisible for now.