Daniel Kern calls Tesla's (TSLA) recent pullback "overdue" since the U.S. election. He says the company is far too overvalued as a car company and needs to prove its A.I. and full self-driving capabilities to justify current valuation. Daniel says some of his points can be applied to Palantir (PLTR) but sees the stock as a favorable long-term trade. Tom White looks at example trades that lean bearish for Tesla and Palantir.