On January 26, Elon Musk addressed his shareholders and talked through his plans – and the share price dropped through the floor on the following day – each observer attributed it to something different, most Musk lovers were unreasonably upbeat over his pronouncements, but he dropped a handful of bombshells, which a traditional manager would have been ashamed of. Musk is not that guy however, and every investor and would be EV car buyer has to decide whether or not they will follow his logic or not. Some investors, at least, clearly thought they were investing in a car company, and since Musk’s statements were almost all about being something more than a car company, almost to the point where…