But Tesla's troubles, though levered to Musk, may be deeper than Musk's distractions, such as politics, gaming, and colonizing Mars. A record fourth quarter delivery report in January seemed to indicate all was well with Tesla, but it doesn't tell the full story.

One of the best-known Tesla analysts laid out a plan for the electric and self-driving vehicle giant’s board to curb the firm’s controversial CEO Elon Musk, the latest evidence of Wall Street growing fed up with Musk’s non-Tesla actions,