While investors have been gung-ho about recent EV entrants, including Rivian (NASDAQ: RIVN) and Lucid (NASDAQ: LCID), Tesla (NASDAQ: TSLA) bull Trip Chowdhry of Global Equities Research said they are all dead in the water and there will only be one winner - Tesla.

On Lucid, he said they are not a Luxury Niche and is DoD "Dead on Departure." He notes:

• Question for the Investors - Please list the Luxury Features you see in Lucid - it does not even have a reclining rear seat
• Some in Silicon Valley feel "..Lucid is too BOXY - reminds of 1958 Vauxhall"

On Rivian, he said they have "zero anchors" and are DoA "Dead on Arrival". He notes:

• Question for the Investors - Please list any Technology Innovation you may see Rivian
• Please ask Rivian - to Plot a graph of Load on Pickup Truck vs. Range - and then go make an investment decision

On Fisker (NYSE: FSR), he said it is a "joke" and DIF "Dead In Foxconn". He asks:

• Question for the Investors - Please list any Anchors in Fisker

Chowdhry said Tesla will always run on "zero" advertising dollars, and with Elon Musk's 62 million followers, the company enjoys "exponential Amplification" from Twitter. He notes:

• TSLA's durable strategic advantage in addition to technology, is 62 million Elon Musk Twitter followers
• Lucid, Rivian, Fisker will spend all their money in advertisement - they will all fail