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semi_infinite

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semi_infinite

Re: biocqr post# 23760

Friday, 03/19/2021 2:58:49 PM

Friday, March 19, 2021 2:58:49 PM

Post# of 29655
IMO Barron's take is consistent with market pricing of companies. Big question mark is still how long TM intends to hang on to PHEV. IMO GM is in better position than TM. VW success hinges on ability to catch up on software. All the noise about battery don't amount to a hill of beans when GigaBerlin has capacity to ramp to 250GW alone - not counting Nv. Shanghai (going w/CATL for now) and Austin. VW is fighting to stay in second place.

Wildcard is AAPL.
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