I latched on to the words "based on facts, not hope" when talking about Chinese ADRs. The author later wrote "I believe" about US stocks like ZM and TSLA. That seems contradictory, and indicates bias, IMHO.
I think investors are still getting used to what's considered "realistic" for EV makers. I especially don't trust the "pros", not when they keep thinking of $Tesla Motors(TSLA)$as a car maker.
Tesla Reported Record Deliveries. Why That's Not Good Enough.
I think the main difference is the amount of facts involved, and conversely, the amount of guesswork. But this is a good point being made... Just because you put some numbers into a mathematical equation, doesn't make it more factual and less guesswork. Statistics have always been made to lie. Likewise, both sides have blind followers who do neither fact-finding nor guessing.
Meme Stocks Like GameStop and AMC Reflect Market Reality
Sure hope this article causes some of these retail investors to pause for thought, instead of buying blindly. Although sounding cliched, it's at least still 90% true that "if it's too good to be true, it probably is."
8 Lies That Have Fueled the AMC Entertainment Pump-and-Dump Scheme
1. It is sure to be fined, 2. It is sure to be regulated more closely, 3. It *may* be delisted. #3 is the only uncertainty. That's why the price dropped so much in one day?