I think if you want to diversify and want to hold something in the EV sector other than Tesla , I would go with Rivian as its backed by Amazon and Lucid being backed by Saudi Arabia.
Ford lacks innovation as does GM. Elon Musk said VW is his biggest competition and even sees them selling more than Tesla by 2025.
WEJO is an interesting play also that has more data than Tesla and is backed by GM They could be a takeover target as well.
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