What a delightful study this is setting up.
One man blows up the entire ICE industrial complex, Wall Street forces all legacy OEM's to drink his kool-aid, they all go all in, and the EV market tops out as soon as the legacy players roll out their iron.
Just over the horizon:
--the China EV wave.
--the Toyota 'solid state battery'
p.s. If you bought $1,000 of Tesla stock at the IPO in June 2010, it's worth $180,000 now (+18,000% vs Ford & GM +40%ish)
