The Art of Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Art of Investing

PICK 45.22

-0.6%

Nov 18 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sun Tzu who wrote (3123)	1/2/2022 6:03:45 PM
From: research1234	Read Replies (1) of 10601

PC’s didn’t become ubiquitous in corporate America until IBM created a safe mass market machine with open architecture and Microsoft created safe, boring but productive software. If Tesla is the Apple of the EV space, who will be the IBM? Tesla stock is priced as if they are going to replace the entire care industry single handed. But where will they get the capital to build out the large scale manufacturing necessary to do that? I think a reasonable end game is that ultimately Tesla licenses their software and lets everyone else worry about manufacturing. If that’s the direction, then Tesla is likely overvalued by a two or three handle factor. But it will be a long time until the picture becomes clearer.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next