Tesla’s problem is that it fundamentally isn’t in a good place even without Musk’s recent infamy. It’s no longer the only game in town and it’s become common enough that it’s unable to just rely on glowing reviews from true believers to gloss over manufacturing flaws, bad design, and frequent recalls. Musk and the negative consumer sentiment (particularly among their core market) have really accelerated the fall, but clouds started gathering when they missed earnings projections well before any boycotts were organized.