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by klmadfejno 1869 days ago
What if you're an investor who lives on Earth?
1 comments

Then you'll be worried about Tesla losing a revenue stream, and happy that they're losing it because other companies are transitioning to EVs.
You either believe its priced in and don't care, or you believe its not priced in and shouldn't be holding it for that reason. If you're not thinking at the level of second order changes in a company's trajectory you're not really an investor so much as a gambler or someone looking to park their money out of cash.
100% agree, just explaining why it matters for some people. Personally, I think TSLA is overpriced (not because of this though) so I'm not buying, but I won't be mad if proven wrong.