I still have my issues but I’m open to nibbling on $TSLA here. The product is awesome, I had the opportunity to see MY and M3 myself, the overall industrywide trend won’t abate and the leadership by volumes and margins is just magnificent.

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Simple thesis, long time horizon.

The way electromobility overall is still misunderstood by masses and I’m seeing the same talking points used for years, while most or all of them are no longer true, I think create a unique opportunity to exploit. The mass adoption typically happens fast when things get started.