BG is a babyboomer, so he only recognizes Ferrari, Porsche, Maserati, Lamborghini, …
Tesla is a millennial car 
@caiguycaiguy would appreciate it.
1 Like
This is an important insight. There’s deep structural and organizational reason why other car manufacturers can’t do what Tesla is doing.
From Clay Christensen’s theory, when a new technology first came to market, it’s usually in vertical, integrated form. But as the technology matures, cost saving by a diffuse web of suppliers usually wins out. It became dominated by modular players.
The classic example is PC. Apple made the first mass market PC, but it was the IBM compatibles with their interchangeable plug and play components that later dominated the market. Same thing with smart phones. Apple is again the vertical player but most smart phones run Android.
So Tesla is the Apple in “smart EV’s”. There should be room for a modular player, some parallel of Intel/Microsoft (in PC) and Google (in phones) that supplies smart EV components to other hapless car manufacturers. Car industry’s value will be mostly captured by Tesla and this unknown new player, just like smart phones’ value is mostly captured by Apple and Google, and PC value mostly captured by Apple, Intel and Microsoft. Traditional car manufacturers will be reduced to computer assemblers like Lenovo and HP.
Well, maybe Tesla can be this modular player as well. If Elon decided to supply his tech to other car companies then Tesla = whole car industry! 
On second thought, being a vertical player involves completely different organizational structures and incentives. No single company can be good in both. Intel has tried for years to grow its fab business, in the TSMC model, but just couldn’t do it.
There is room for another player in the smart EV war. Whoever it is it will be a SV company for sure. It needs expertise in both hardware and software.
It took you so long to realize and then like discover a new continent, using so many sentences, to say what I have been saying, Project Titan. Two words is sufficient.
Told you to invest in AAPL asap.
For TSLA, it does not work,many times I told
Obviously you either didn’t read the chart or don’t understand. Anyhoo I did what I can. No more posting 
Market is still in a raging bull mode. TSLA is behaving in what is expected if you study the chart carefully, no deviation. I added my suspected place for TSLA.
1 Like
You froze me at $400, remember !!
Your reading comprehension I live in a probability and statistical world, everything is probable including TSLA dropped to near zero e.g. some1 killed in a helicopter crash or contacted coronavirus. I don’t believe in deterministic world. What is the probability of the event? Is what we want to assess.
To understand EW, you have to put on your probability and statistics hat and glasses. Forget about deterministic, everything is in a flux, …
You should read what I said again but first you must understand basic EW tenets or at least understand 12345, after 3 is 4, after 4 is 5, after 5? I believe you don’t even know basic tenets. Since you seem to have difficulty in pattern recognition, I have labelled it even more OBVIOUS,
Even though I think EW is not suitable for you since you have difficulty understand pattern, anyhoo, below is a link to basic tenets,
https://www.elliottwave.com/Investing/Basic-Tenets-of-the-Elliott-Wave-Principle
They partner with Panasonic on all the battery tech. I wonder what the agreement is. Can Panasonic build a battery factory, then build batteries using the knowledge from the Tesla partnership and sell them to other auto companies? Panasonic seems key to the battery tech advantage. If that’s not exclusive, then it’s easy to copy.
Option is better 
Triple ETF is also good,
See why I have to say NO to your outstanding suggestion? I need to focus!
No, it won’t be Apple. Apple has for its entire existence been a vertical player. It doesn’t have the structural muscle to be open and horizontal. You can see how it struggles with AI.
I suspect it will either be google or nvidia.
1 Like
Your opinion is respected. I would prefer a completely new company. Hard to say, may be hidden in plain sight but we couldn’t see it.
IMHO, don’t think you ever understanding AAPL. Let me remind you, Google struggles with hardware. Some companies you think they can learn, and you think Apple doesn’t learn. Is why I find Project Titan amusing. It seems Apple wants to break out of its normal mode of operation… Recall TC once said, business model is not cast in stone. AirPlay is an experiment, the real thing is Project Titan. Not so obvious to you is Apple Hi-Fi is an experiment for AirPods… try out but don’t let your competitors got wind of what your exact intent for future products. Read up on your Sunzi.
1 Like
Tesla’s Next Big Challenge Is Bringing Solar Roofs to Superfans
Elon Musk’s latest home-greening technology is starting small, with only the earliest of adopters coming off a multiyear waitlist.
@jil refer to Manch’s above post,
That’s what I interpreting what EW is saying, wave 5 - retail euphoria. Then corrective wave abc, which might decline to $400. Corrective waves are hard to read and complex, so we’ll have to see how is the initial drop feel like, meanwhile enjoy the euphoria and remember to jump out.
I did a weekly 900-1000 call spread for fun. I think you might be right about the euphoria stage. 929.05 is the break even for it.
1 Like
That day you sound pessimistic on TSLA, but today it turns optimistic. It is fine. If you said in a word, optimistic that day, there is no dispute.
On any case,I can fairly guess, in my life term that we will not see TSLA at $400 no matter what the EW tells !
This is the EV leader, with massive setup for battery flow, will grow next 20 years. TSLA will go like today AMZN, UP and DOWNs are common, but keeps growing with multiple expansions.