I've followed your comments for a while, I think you have some interesting insights.
But you are aware that betting big on Tesla like this is a very big risk, right? It's got a potentially very big payoff (and probably an expected value above 1), but there is still uncertainty. Tesla stock is valued a lot higher than the company's assets, so there is still big potential for a major loss, for instance if the established car companies are able to get their act together in time or if some other, unexpected event happens.
I myself have about 15% of my (relatively small) net worth in Tesla, so I am making the same bet you are, but I am curious if you've given the other scenario any thought.
But you are aware that betting big on Tesla like this is a very big risk, right? It's got a potentially very big payoff (and probably an expected value above 1), but there is still uncertainty. Tesla stock is valued a lot higher than the company's assets, so there is still big potential for a major loss, for instance if the established car companies are able to get their act together in time or if some other, unexpected event happens.
I myself have about 15% of my (relatively small) net worth in Tesla, so I am making the same bet you are, but I am curious if you've given the other scenario any thought.