My view is almost totally opposite from yours, and I bought some short term Put options earlier in the trading session to put money where my mouth is. My view - the environment will open up the competition and allow competitors to catch up, like having a network of petrol kiosks and fax machines. Companies outside of this field can look to partner and contract manufacture with people who have efficient car production lines, make better solid state batteries, make better semiconductor chips. The only missing part is AI, but hey that takes away the pleasure of driving! So the overall outcome should be TSLA eroding their lead, their niche, while the network of competitors and suppliers across the whole tech chain catch up in their respective upstream or downstream business focus. At current valuations, TSLA will need to multiply their earnings amidst supply and energy disruptions, a war, a recession, and a host of competitors keen to get involved in EV. Doesn't sound probable, and the stock price should consolidate or fall significantly in the short term.