I'm not sure I follow their logic
If I want to invest in bitcoin, et al, which I do not, why would I buy shares of Tesla, Micro Strategy (couldn't come up with a Mega Strategy?) instead of buying bitcoin? Or vice versa?
I'm not an investment banker, but it seems to me Tesla and, possibly Micro Strategy, have inextricably linked their futures to bitcoin, for better or worse. Likely the latter.
Which is one more reason I'm glad I'm not a Tesla shareholder.