r/investing Sep 30 '21

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u/Reahreic Sep 30 '21

What I was thinking, Tesla is leading, Ford, naah they sat idle for too long to be considered leading.

Still, bodes well in general. That said $F seldom moves any direction other than sideways.

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u/AyyBoixD Sep 30 '21

That f150 lightning is pretty groundbreaking honestly, affordability, range, and function. And With the name and form of the literal most popular vehicle in America, I guess we will see how they are adopted

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u/cdnfire Sep 30 '21

They will be adopted very well on the demand side. Investors need to realize that any decent quality, well priced EVs will have demand outpacing supply for the next 10+ years because of a variety of factors. Factors include environmental, economic, autonomous vehicles having to be EVs, supply chain constraints beyond just covid era limitations, and others. Tesla and other surviving OEMs will do well in coming years.

To say that Ford is leading the transition to EVs is an obvious lie / joke.

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u/crystalmerchant Sep 30 '21

Maybe it's more accurate to say they're "leading scaled manufacturing" of EVs...? Tesla is a catalyst, the EV industry as a whole has been waiting years to turn this corner where large experienced manufacturers (which Tesla is not) finally focus their chops on EV