...what Tesla does affect EVs, what affects EVs affects lithium.
MORGAN STANLEY, on $TSLA: “The situation may very well deteriorate further (our current bear case is $100). .. Is Tesla exiting the (traditional) EV auto industry? At the margin, it seems so. .. Musk talked about how during tough times.. he would sleep.. on the factory floor .. Is it time to sleep on the floor again?’”
