IMO Tesla who is significantly dependant on China for bottom...

  1. 23,939 Posts.
    lightbulb Created with Sketch. 770
    IMO Tesla who is significantly dependant on China for bottom line profit
    will likely get a jolt once Toyota and VW get their EV acts together.

    The market cap of Tesla vis a vis Toyota is absurd, IMO, and from
    2025 onwards when Toyota produces a Hybrid or an EV equivalent
    of every model it produces now .

    IMO Tesla's market cap will wither back to sub $200 billion.
    That said is Tesla a good long term short?

    Toyota has profited from its Hybrids/plug-in hybrids and IMO
    its EV production will ramp-up over the next 5 years when
    western markets have adequate charging infrastructure in place
    and when the vast majority have made the "culture shift" to EVs .

    PS: Ive seen a few large BYDs on the road recently
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.