$tsla market share is expected to fall as TAM grows. critical factors are selling what they can make, increasing production and margins. TSLA has been in China fighting fierce Chinese competition and legacy auto even since it was founded. There is execution and supply chain risks but these apply to everyone. So long as TSLA continues to innovative and execute, they'll do fine.
Not all ev will survive. There's still execution risks (not rivian alone). Need huge capital to ramp production, r&d, charging network etc. Amazon is option to buy if something's not right they can walk away.
$Novavax(NVAX)$ sell off even though there's no news. Some investors are impatient?https://www.fool.com/investing/2021/12/27/why-novavax-stock-is-sinking-today/
ford must ramp production& overcome supply constraints. challenger is cybertruck with massive pre orders. lucid is luxury with low production. compete mb,audi,bmw,Porsche. tough
$Gores Guggenheim Inc(GGPI)$likely price will go up. big catalyst will happen when closing process is closed to or when completed.https://youtu.be/V2TxuS_9SGE
there's only one Elon musk. There's a lot of stuff going on at TSLA other than just making EV. Maybe not all will succeed but even if one of 2 from fsd, insurance, autobot, robotaxi revenue impact will be huge.