Not a very good article at all.
doesn't get close to suggesting which stock is better, hardly looks at the financials and forecasts beyond vehicle shipment plans.
from a stock view point what does it matter that Nikola has battery as well as Fuel cell vehicles?
Need to see their business plan (Nikola should have higher margins as more is done by them), Nikola sells with Hydrogen or electric included, not sure about Hyzon.
Supply chain issues may be the same - would be nice to be covered.
However the answer is irrelevant - Gorilla Game investing (See the book by Geoffery Moore) will tell yo to invest in all the companies in the sector and top up with the ones winning , the smaller ones will get bought out by the bigger ones and you end up winning with a stock you bought at the start. no need to buy one when the sector is emerging.
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