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Fortune
Fortune
Will Daniel

Tesla’s biggest bear says the company has big demand problem and its stock could sink another 80%

Tesla Inc. Elon Musk GLJ Research Dan Ives United States Twitter Inc.
Tesla CEO Elon Musk is pictured as he attends the start of the production at Tesla's "Gigafactory" on March 22, 2022 in Gruenheide, southeast of Berlin. (Credit: Patrick Pleul/Pool/AFP via Getty Images)

Gordon Johnson is well known to many of Tesla’s most ardent supporters.

As the head of investment research firm GLJ Research, the Wall Street veteran has developed a reputation as Tesla’s biggest bear over the past few years—and for good reason. 

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