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Gene Munster from Loup discusses Tesla's challenges, expressing caution in the near term due to earnings pressure. Despite strong delivery and growth numbers, he highlights the importance of the upcoming earnings report on January 25th. Tesla's discounted prices in China and potential for global discounting are key factors to consider. Munster emphasizes the need to optimize the opportunity without currently owning Tesla stock. Tesla's growth typically exceeds the industry average, but Munster remains cautious about the stock's volatility and urges careful consideration before investing.