1. $Tesla Motors(TSLA)$ The past six months have thrown every red flag at Tesla: a ~15% drop in deliveries, rising tariffs, political distractions, and brand damage abroad. Any one of those could shake conviction. Taken together, they look like a trend.But I’m not exiting. Because beneath the surface, something bigger is unfolding.Tesla is becoming a full-stack infrastructure company -- energy, autonomy, compute -- built into a system no other automaker can touch.If the robotaxi rollout hits in June, it’s the next leg. Tesla isn’t betting on EVs anymore. It’s betting on infrastructure. And that’s the bet I still want to make.Image2.Here are the key levels to watch out for $Alphabet(GOOGL)$ price action o
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