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The EV hyper-bubble is going to blow. $Tesla (TSLA.US)$ has...

The EV hyper-bubble is going to blow.
$Tesla (TSLA.US)$ has 50% of the industry market cap.
If $Lucid Group (LCID.US)$ surpasses Tesla...
Tesla + Lucid = > 100%
The math doesn't foot!
That is, it doesn't foot unless Tesla's market share collapses.
Of course, we're forgetting...
EVERY OTHER CAR MANUFACTURER ON THE PLANET!
30 companies, all rolling out EV.
Tesla will never have > 5% global market share, but it's priced at 50%.
90% downside
Only the timing is uncertain.
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