@MelonUsk97 That is simply believing in growth or not :) Your 1st would also be rather negative for me, as the hype could end. In addition, I think Musk is more of a scientist than a businessman, as he says of himself. But maybe the hype will last a long time, then numbers will never play a role Rolle🤷♂️
@MelonUsk97 Tesla has exactly one brand. VW has dozens. In addition, VW and other European carmakers are well connected to politics, at least in the EU.
@Europoor VW makes cars, Tesla makes technology. In addition to the solar, electricity tariff and storage sectors, they also develop their own components, their own chemical compositions, their own software, their own AI, their own chips and so on. Tesla is a technology ETF and therefore worth more than all other carmakers combined for a reason.
@MelonUsk97 as said above. Solar is not yet selling, and VW also makes its own software. Tesla is the pioneer in the industry, also with its other systems in the car, but the others have long since recognized where the journey is going. I wouldn't call it a technology ETF, just as I wouldn't call VW a mobility ETF. 10 car brands + growing software + different drive technologies (Porsche efuels) may already be worth as much as a car brand that already has its own software and AI. I am trying to trade the future. VW is much bigger? That's why they outsource many things, but that doesn't automatically make them worth sooo much less.
But the discussion is pointless. We'll find out in the next 3 years. Maybe I'm wrong
