Reply to Tesla Valuation Objections скачать в хорошем качестве

Reply to Tesla Valuation Objections

This video is in response to comment left at    • The ICE Age is Far From Over - EV Macro an...   0:00 - 8:25 Introduction 8:26 - 27:06 Supply Channel for Lithium 27:08 - 36:14 Supply Channel for Semiconductors 36:15 - 50:17 Competition intensifies 50:18 - 57:31 Industry Structure 57:32 - 1:23:17 EPS adjustments to long-term projections 1:23:18 - 1:28:54 FSD revenue recognition 1:28:59 - 1:50:50 The crowded FSD industry Sources for this video: https://www.bloomberg.com/professiona... https://www.reuters.com/business/auto... https://www.cnbc.com/2022/04/29/semic... https://www.torquenews.com/11826/elon... https://www.mckinsey.com/industries/m... https://www.euronews.com/green/2022/0... https://finance.yahoo.com/news/bofa-m... https://fortune.com/2022/06/10/metals... https://www.iea.org/reports/the-role-...    • Видео   https://www.goldmansachs.com/insights... https://www.consumerreports.org/hybri... https://www.nada.org/nada/nada-headli... https://electrek.co/2022/06/15/elon-m... https://www.tesmanian.com/blogs/tesma... https://jalopnik.com/the-tesla-cybert... https://insideevs.com/news/590634/tes... https://www.caranddriver.com/news/a40... https://www.inverse.com/innovation/be... https://guidehouseinsights.com/report... https://electrek.co/2022/06/15/elon-m... https://www.investing.com/news/stock-...