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Gene Munster from Loup discusses the challenges facing Tesla in the new year. He believes there is earnings pressure and caution is advised in the near term. Despite the stock being down, there is a desire to own it, but they have not yet invested. Tesla's delivery and growth numbers are strong, outperforming the industry. Munster highlights the upcoming earnings report on January 25th and points out discounting in China. He suggests monitoring this closely to optimize investment opportunities.