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Gene Munster from Loup discussed Tesla's current challenges with earnings pressure and stock performance. While he is a long-term believer in Tesla, he is cautious in the near term and hasn't invested yet. Tesla's recent delivery and growth numbers were strong, closing the revenue and delivery gap. Munster highlighted the upcoming earnings report on January 25th and the impact of price discounts in China on Tesla's performance. Overall, he sees a potential opportunity in Tesla but advises caution in the current market conditions.