> likely more financially risky but with longer-term industrial potential (electric semis in particular) because the shareholders would balk Electric Semis are

> likely more financially risky but with longer-term industrial potential (electric semis in particular) because the shareholders would balk Electric Semis are not that risky. Tesla has been very very clear about their strategy. As long as they can turn all the batteries and chips they can get into car they will not actually make any more profit by adding more model diversity. Unlike every other car company that is promising 50 models in 2025, Tesla basically will only do so if they can. The Semi will be a big seller when it comes out. Simply put, nobody else has the batteries either to dominate the market.