Every manufacturing nation on earth is ramping up on EV production, and they're not just betting on cars. They're building the exact same infrastructural pieces that Tesla is making.
There won't be a single winner. This valuation seems to imply that there will be.
I'm not bearish on Tesla or Musk, but this doesn't make sense to me. You can't monopolize these markets.
There won't be a single winner. This valuation seems to imply that there will be.
I'm not bearish on Tesla or Musk, but this doesn't make sense to me. You can't monopolize these markets.