$tsla market share is expected to fall as TAM grows. critical factors are selling what they can make, increasing production and margins. TSLA has been in China fighting fierce Chinese competition and legacy auto even since it was founded. There is execution and supply chain risks but these apply to everyone. So long as TSLA continues to innovative and execute, they'll do fine.
Tesla is at risk of losing its market dominance: analyst
$Tesla Motors(TSLA)$2 big risks are Tesla accidents and competition.So far they're mostly due to driver issues rather than fsd. Hope this investigation put safety concerns behind. They r safer than other fsd Competition is good. TSLA will innovate more. TAM is too big for TSLA alone. What matters is high profile for each car manufactured.
Not all ev will survive. There's still execution risks (not rivian alone). Need huge capital to ramp production, r&d, charging network etc. Amazon is option to buy if something's not right they can walk away.
$Novavax(NVAX)$ sell off even though there's no news. Some investors are impatient?https://www.fool.com/investing/2021/12/27/why-novavax-stock-is-sinking-today/
ford must ramp production& overcome supply constraints. challenger is cybertruck with massive pre orders. lucid is luxury with low production. compete mb,audi,bmw,Porsche. tough
$Gores Guggenheim Inc(GGPI)$likely price will go up. big catalyst will happen when closing process is closed to or when completed.https://youtu.be/V2TxuS_9SGE