Re: What's the most convincing bear case you've read on this whole sector?
Posted: Sun Aug 30, 2026 11:59 am
@richard36 One nitpick -
A recurring critique worth taking seriously: a lot of publicly announced 'production capacity' targets (100k units/year, 1 million/year by 2028, etc.) are aspirational manufacturing targets, not confirmed sales or deployment numbers, and the gap between the two has historically been large in hardware industries.