CMG and GOOG Under Pressure
1. $Chipotle Mexican Grill(CMG)$
CMG Without multiple expansion since 2016, Chipotle would only trade for $21.93 per share, 59% below today's price.
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2. $Alphabet(GOOG)$ $Alphabet(GOOGL)$
I'm told $Tesla Motors(TSLA)$ 's approach to autonomy is the ONLY way forward, but Waymo can already navigate 315 square miles of Phoenix.
The question is: Will geofences expand faster than TSLA can solve autonomy?
Utilization is also significantly higher.
But if Tesla can’t get to L4/L5 their cost advantage is meaningless.
Oh yeah, and Tesla is spending tens of billions on AI data centers to train these vehicles.
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https://x.com/TravisHoium/status/1831307860329783432
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