$Novavax(NVAX)$ sell off even though there's no news. Some investors are impatient?https://www.fool.com/investing/2021/12/27/why-novavax-stock-is-sinking-today/
there's only one Elon musk. There's a lot of stuff going on at TSLA other than just making EV. Maybe not all will succeed but even if one of 2 from fsd, insurance, autobot, robotaxi revenue impact will be huge.
The next Tesla is proving hard to find<blockquote>下一个特斯拉很难找到</blockquote>
$tsla market share is expected to fall as TAM grows. critical factors are selling what they can make, increasing production and margins. TSLA has been in China fighting fierce Chinese competition and legacy auto even since it was founded. There is execution and supply chain risks but these apply to everyone. So long as TSLA continues to innovative and execute, they'll do fine.
Shows how hard it is to start production. Ramping is even more difficult. Share value is still over optimistic. My uneducated guess. hope rivian succeed.
EV startup Rivian reported a third-quarter net loss of $1.2 billion<blockquote>电动汽车初创公司Rivian公布第三季度净亏损 12 亿美元</blockquote>
Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%,预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>
ford must ramp production& overcome supply constraints. challenger is cybertruck with massive pre orders. lucid is luxury with low production. compete mb,audi,bmw,Porsche. tough
read this https://www.reuters.com/business/autos-transportation/what-happened-with-musks-tesla-stock-sales-2021-11-11/
@EmilyMark:$Tesla Motors(TSLA)$ I think Musk is decreasing his holdings significantly and rapidly because he knows the joy ride is over. The major car manufacturers are going to stomp Tesla soon and he knows it. Cash in while it's high because pretty soon it's game over.