Bill Gates essentially admitted this morning on CNBC that he’s short on Tesla. I think he’s right. All this talk of Tesla being more than a car company seems like BS to me. Moreover, all of these car companies are making EVs now. I’m up 60% in Ford, which i took a position in shortly before someone put up a thread on here about how Ford was going bankrupt (I can’t find the thread). On the other hand, I sold Tata Motors right before it took off. I see most car companies doing well with the great EV conversion that’s coming.