@JohnMitchell:Last Friday, $Ford(F)$ and $General Motors(GM)$ stocks tanked on news that Tesla is going to compete directly with them$Tesla Motors(TSLA)$ In 48 hours Tesla sold 80% of their inventory. Now a backlog begins.Markets realized towards the end of Friday that this is good news for Tesla and bad for the rest. Now over the weekend they are realizing Tesla should be bought on this news; not sold.