Tesla Faces Near-Term Headwinds But Long-Term Growth Story Intact

• Tesla's Q1 earnings expected to be disappointing - "Nightmare on Elm Street" per analyst Dan Ives

• Demand slowing in China, US and Europe leading to delivery cuts

• Pricing war in China weighing on margins, Tesla needs strategy change there

• Tesla must improve communication on margins, AI targets to regain confidence

• Despite challenges, growth story still there long-term - target 2-3 million deliveries