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Never Buy New Lows, Never Short New Highs
The Compound and Friends
Are We Going to Have Three Million Americans Walk in and Buy an E V?
Are we going to have three million americans walk into cardor ships in 60 months time and buy an e v? If if oil is above a hundred the answer is probably yes. What percentage of cars are e vs in the united states right now? Less am ten. So as a perecentage o total fleet, one, not yes. But new sails, are we wha woldbe new sals? We had five yet,. Yes, the were five, but up from zero a few years ago. The question is, there's a lot more. Iits capacity constraint sothere’s a lot more coming.
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