Tesla earnings look ok. Slight miss on revenue (half a billion) but beat earnings. Semi begins production in December and Cybertruck has entered 'tooling' phase, before beginning production.
Musk commented that deliveries should move to a smoother delivery setup. I hope this means more frequent deliveries, opposed to the current random large delivery system.
Overall it seems that ramping production and offering new vehicles is the new norm ie plain old vanilla = more and more demand for lithium.
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