$Tesla Motors(TSLA)$ It’s been hard to explain what it feels like holding Tesla right now. I haven’t lost conviction in what the company is trying to do -- I still believe it’s one of the most important players in energy, autonomy, and robotics -- but I’d be lying if I said the noise around it hasn’t made me hesitate.I haven’t added to the position in a while. Not because I think the company has lost its way, but because the surrounding narrative has become so chaotic it’s hard to think clearly about the actual innovation happening inside the business. And when that happens -- when the signal gets drowned out by everything else -- I’ve learned it’s usually a good time to step back and size down.I get why Elon’s making the moves he’s making. It’s n
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