The EV hyper-bubble is going to blow. $Tesla (TSLA.US)$ has...
The EV hyper-bubble is going to blow.
$Tesla(TSLA.US$ has 50% of the industry market cap.
Tesla + Lucid = > 100%
The math doesn't foot!
That is, it doesn't foot unless Tesla's market share collapses.
Of course, we're forgetting...
EVERY OTHER CAR MANUFACTURER ON THE PLANET!
30 companies, all rolling out EV.
Tesla will never have > 5% global market share, but it's priced at 50%.
90% downside
Only the timing is uncertain.
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2uEaAZ5u1B : Apple has been trying to make its Appl car for 5-6 yrs now, I've heard of Elon time, maybe Appl has Tim Cook
time 
... 
TeslaBull999 : Obviously you didn’t do enough EV market research.