Maybe you misunderstand, certainly wasn't trying to convey I'm expecting anything to flesh out overnight. These are long term strategic thinkers for when the macros ARE in place, for when demand IS there. Because to my mind, these women are planning for that FUTURE, while setting up right now in the PRESENT, to be the ultimate winners when the the timecis ripe. Most agree there will come a time when demand will be undersupplied, when everyone will be scrambling for supply. When demand for material has gone even beyond EVs and what's out there now. Long term strategy. I know it's too long term for some, but it seems like the stage is being set. Amanda did not have lunch at the White House because she got lucky, she was hand picked. I suspect she is getting all the help she needs.
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