Henry Greene says Tesla (TSLA) needs to win on the technology behind full-self driving as global EV and autonomous driving competitors catch up to the Mag 7 company. He points to steep competition in China as the biggest hinderance to Tesla's earnings growth. When it comes to talks in merging Tesla and SpaceX (SPCX), Henry believe AI synergies between both companies exist to warrant a merger, though argues it will face regulatory scrutiny. Tom White offers an example options trade for Tesla.