The problem with many of these tech companies is that they've been so successful abusing their users out that they've quit putting energy into developing their products. HP and Sonos are two good recent examples of how this ends.

Tesla doesn't seem to be doing that right now. The big thing you'd be be betting on (long or short) is how successful the robotaxi and optimis will be. I'm not optimistic with either of those (robo taxi seems like it should be practical, it's more about the particular execution) but I also wouldn't be willing to bet against them.