He's not wrong you could have bought Tesla in the $500s this year and still more than doubled your money. Also you didn't have to get in early on Tesla. You could have bought for years after the IPO when the stock did nothing. There's a lot of revenue growth priced into these new electric startups and that's assuming everything goes well. Until these companies reach some level of scale they're going to burn a lot of money trying to reach it.Bro sounds like a Tesla bull and he's basing a lot of his thesis around "what if's". Not saying he's wrong but he's obviously a Tesla bull.
These new electric startups are propelled by people wanting to get in early days on the next Tesla because they missed out. That's not going to be enough to keep the share price up if the market hits turbulence.