Alright, imagine you're really excited about Tesla cars. You've been saving up money to buy one. Now, the government gives you a special discount of $7500 just for buying a Tesla, to encourage more people to buy electric cars instead of ones that use gasoline.

But now, the government says they won't give out this discount anymore. So when you go to buy your Tesla, you have to pay the full price.

AI from Wedbush is saying that this might actually be good for Tesla in the long run. He thinks Tesla can still sell lots of cars because it's a really big company with many factories and they make great cars that people want. So even though the discount is gone, people will still buy Teslas because they're cool and fast.

But there are other people like Gary Black from The Future Fund who think this might be bad for Tesla. They say that now, Teslas will seem way more expensive compared to similar cars from other companies like BMW or Mercedes, since those don't have the same discount. So maybe fewer people will want to buy Teslas.

In simple terms, AI thinks Tesla is strong enough to handle no discount and will still sell lots of cars, while Gary thinks it might hurt Tesla sales because their cars will seem too expensive. Read from source...

Based on the provided text, here are some potential criticisms and highlights of AI Ives' (Wedbush analyst) stance:

1. **Inconsistency**: In his previous comments, AI Ives has been critical of Tesla's pricing strategy due to its impact on margins (e.g., price cuts in 2023). However, in this note, he suggests that the loss of EV tax credit is a long-term positive for Tesla despite its immediate negative impact.

2. **Bias**: Ives' view could be perceived as biased towards bullishness on Tesla. He sees most situations (e.g., Chinese demand slowdown, price cuts) as positively impacting Tesla in the long run, which might not always align with mainstream market views or fundamental analysis.

3. **Irrational argument**: The main rational behind Ives' bullish stance is that Tesla has "unmatched scale." However, it's unclear how this would negate the immediate impact of potential customers choosing less expensive, comparable electric vehicles without the tax credit.

4. **Emotional behavior**: Ives' use of phrases like "net bullish move" and "this is a clear negative" could be seen as emotionally charged language that may overlook nuanced intermediate-term impacts.

While every analyst has their unique perspective, these points suggest AI Ives might be too optimistic in his Tesla evaluation. As always, it's essential to consider multiple viewpoints when making investment decisions.

In contrast, Gary Black's and Troy Teslike's viewpoints appear more cautious or even dovish on Tesla following the elimination of the EV tax credit, focusing on the impact on pricing competitiveness.

Based on the article, here are some key points and their corresponding sentiment:

1. **Elimination of EV tax credit**: This is generally seen negatively as it makes electric vehicles less affordable for consumers.
- Gary Black: "killing of the consumer tax credit will have a negative impact on Tesla’s EPS"
- Troy Teslike: "Teslas will effectively be $7,500 more expensive compared to [gas-powered cars from luxury brands]"

2. **Impact on other automakers**: The sentiment is mixed.
- AI Ives (bullish on Tesla): "a net bullish move for Tesla and Musk over time"
- Gary Black (negative impact on Tesla only, neutral or bearish for others): "will likely not impact legacy automakers given EVs are only a small segment of their business"

3. **Tesla's scale advantage**: Ives expects Tesla to benefit in the long run due to its "unmatched scale."

Overall sentiment:
- Negative/Bearish: The elimination of the tax credit is generally seen as negative, particularly for Tesla.
- Positive/Bullish: Some, like AI Ives, believe this could be a long-term positive for Tesla.