"Things aren't exactly great." Well, how about market share compared to non-Chinese OEMs? Trajectory? How about their position on EV charging? Other related infrastructure? How about their position on FSD RELATIVE to all other OEMs? Sure, an occasional sanity check to look at the weaknesses is advised, but - well, the fundamentals appear to be there. And even though the Cybertruck is late in launch, it is unprecedented in its content and market. Robotaxi - THAT is a crap shoot, and worth verifying.
"Things aren't exactly great." Well, how about market share compared to non-Chinese OEMs? Trajectory? How about their position on EV charging? Other related infrastructure? How about their position on FSD RELATIVE to all other OEMs? Sure, an occasional sanity check to look at the weaknesses is advised, but - well, the fundamentals appear to be there. And even though the Cybertruck is late in launch, it is unprecedented in its content and market. Robotaxi - THAT is a crap shoot, and worth verifying.