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From: trendtn (Rep: 158) reply to efbaileyDate: 01/21/2020 21:27
Forum: Tesla - Msg #6168Thread #674118027 (Rec: 0)
Re: $550>> approaching $100bil cap, almost = GM+F+FCAU

Remember when TV's changed.
Almost immed everyone had to have a flat tv.

It was sudden. And nearly universal

That change has not happened yet with electrics...but it's coming



Reply to efbailey - Msg #2812248 - 01/21/2020 21:19

Re: $550>> approaching $100bil cap, almost = GM+F+FCAU

my thinking and i'm wrong a lot is that when TSLA mkt cap exceeds GM+F+FCAU CNBC will do a segment on it and that will be the top, at least for awhile.

TSLA auto sales were 83% model 3 last Q
lower margins

the best profit margin in American autos are trucks. and my sub $50k Chevy towes my 9k lb trailer well. imo it's a long way down the road until an electric truck can do that with 2 fuel stops over 800 miles.

TSLA may be a game changer in heavy lifting down the road but that's a long ways away imo.
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