@philroberts@bert_gilfoyle Tesla is about the only one that will avoid this due to purchasing an LFP assembly line from CATL a year ago and also building out their only lithium refinery.
@bert_gilfoyle Get someone to show FSD in a HW4 car and it will give your a first person view of where this is going. I feel like if EOSE wasn't such a 10X potential I would have stayed in TSLA much longer. Match that with the energy division and it's clear the valuation makes sense to me.