Here is What Cathie doesn't Understand About TSLA!

OguzO Capitalist
01-20

Hello everyone! Today i want to share some trading ideas with you!

1.

Here is what Cathie doesn't understand about $Tesla Motors(TSLA)$ :

Even if Tesla achieves high-margin recurring revenue for its robo-taxi technology, everybody else will be there in a few years.

We are not looking at a winner-take-all market here.

Autonomy will be a perk to which you can subscribe in almost all cars, so it won't be the definitive advantage for TSLA over other brands. So, the auto industry will remain competitive.

The same will happen with robots.

Optimus will be great, but companies like Figure and Unitree are also not that far behind.

This is the problem with TSLA.

It doesn't have a core winner-take-all market unlike other tech giants such as $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ .

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