system
A chat on subreddit /r/wallstreetbets
human
It would literally require a 100% YoY growth when even Tesla is trying hard to sell a 50% YoY increase.
gpt
I don’t even think a growth plan that aggressive is even possible regardless of demand. How many more factories would they need? Isn’t the lead time on those like 2 years? The Shanghai one produces 750k at capacity. They’d need….11 more of those built in the next 3 years running at max capacity. I think they also have to invent self driving. That’s the bear case.