*should add: - Tesla’s TAM: https://blog.nvstr.com/what-is-tam-and-why-is-it-critical-to-understanding-stocks-39c44384b436 https://blog.nvstr.com/what-is-tam-a

*should add: - Tesla’s TAM: https://blog.nvstr.com/what-is-tam-and-why-is-it-critical-to-understanding-stocks-39c44384b436 https://blog.nvstr.com/what-is-tam-and-why-is-it-critical-to... - The “rich” buying Teslas also include tech and other high earning workers- including millennials (as exception to the demographic trend) - Supply: Not only cobalt but chips shortage https://news.ycombinator.com/item?id=25686248 https://news.ycombinator.com/item?id=25686248 - Pandemic caused real state boom out of cities to suburbs and remote work trend might help Tesla (home charging). Fear for public transport, for using gasoline stations and shared drives could change consumer EV ownership views