Many projects in his companies seem to be more and more Musk's vanity projects than ideas/products one can take seriously. This is also how tesla ended up with a huge cybertruck stock that nobody wants to buy and thus had to be bought by his other companies. And it is becoming worse and worse, especially ever since he bought twitter and sped up his twitting rates.
Look up what their production targets were and compare that to their sales. A small temporary demand surge isn't going to be enough to chew through their current inventory, let alone keep the production lines busy.
