Source: Google Finance, YTD through April 8
You can argue all you want about my choices. Still, it’s harder to argue with the fact that, except for GM (and its performance has a lot to do with its sales in China) these electric-related stocks have been anything but performing so far in 2021, with ChargePoint leading the parade lower by more than 22%.
Not only does ChargePoint need to provide investors with some catalysts in the coming weeks – our own Ian Cooper recently discussed three of them – it’s going to require investors to fully buy into the entire EV thesis.
Canoo (NYSE: