Gene Munster: Why Tesla demand remains strong

Bullish Gator

Gene Munster explains drivers behind Tesla vehicle demand and how the company’s stock is reacting.

Editorial companion

What stands out

On CNBC, Gene Munster of Deepwater Asset Management pointed to continued strong consumer demand for Tesla vehicles and noted how the stock is still sensitive to those demand narratives. That matters because investors often treat demand signals as a leading indicator, even when the cash-flow picture is wobbling. With Tesla showing only modest top-line growth but much weaker profits, Munster's comments help explain short-term momentum and why headlines can outweigh headline-grabbing numbers for a while.