Disney has not expanded to any (or many) markets in the previous quarter. Furthermore, it is not only a streaming company - the synergy its streaming services brings to other revenue streams cannot be measured (eg merchandise, park visits etc). I wouldn’t underestimate its growth
If anything, I see this as bullish. Cutting prices is could be 1. TSLA has managed to lower production cost 2. They wanted to capture market share (EV is competitive market). Short lead time in order could just mean they’ve managed to improve production process. Such articles only serve to create fear without further analysis