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...and weak because it's so obviously coming from the big shorters who are trying to recoup their huge losses from the big positions they got their clocks cleaned on. All of those arguments have been being pushed for years.

When a major car maker actually releases a vehicle that actually competes with Tesla in features and driving feel and quality and price AND wider chargeability is created, that will be the time to worry about competition. It took 40 years after the initial growth stage of the automobile and a strategic cold war initiative by the federal government to get a national interstate highway system built. In the meantime, a lot of car makers and parts makers made a lot of money.

While I'm not saying it'll be 50 years before Tesla's end as a going concern, the explosion of EVs is not quite imminent yet - there's more than a little agenda-driven opining going on.
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