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If you are right, then this is a MASSIVE buy opportunity. 1) does anyone else have the battery and EV production capacity of Tesla? Maybe some Chinese makers .
by AtlasBarfed 4y ago
If you are right, then this is a MASSIVE buy opportunity.
1) does anyone else have the battery and EV production capacity of Tesla? Maybe some Chinese makers ... maybe?
2) are they releasing new models and continuing to scale production? Yes.
3) is the exigent need of electrifying transportation still at red alert klaxon level? Oh yes.
4) does anyone else have as good a drivetrain tech yet? Not really, the lead is likely shrinking rapidly.
The fact that twitter is impacting a company in an almost totally unrelated industrial area shows that there is massive irrationalism around Tesla.