..its been a month since I last posted on EV/Lithium thread....

..its been a month since I last posted on EV/Lithium thread.

..if it wasn't for such a cult following in the Tesla stock, shorting this would have been profitable.

Tesla's April sales in Europe are down by 51% YoY, despite the refreshed Model Y & discounts having been on the market for 2 months. At $280, Tesla's trading at 140x earnings vs 8x at the top carmakers. $TSLA is the biggest bubble anyone has seen.

https://x.com/BradMunchen/status/1919702568953159942

BREAKING: Ford Motor Company, $F, CEO Jim Farley says he expects tariffs to remain for at least the next 3 years.

https://x.com/KobeissiLetter/status/1919719421364363374

...fundamentals for lithium aren't looking great with this, even if your company supplies to China.