There is absolutely zero chance that Tesla's delay of battery day has anything to do with NVX, it's laughable to even make the connection, imo.
Tesla has already designed its breakthrough cell with its own in house technology, because it is about to start manufacturing them, if it hasn't already.
The reason for the delay is most likely associated with not wanting to osborne their current line-up. Jack Rickard did a recent you tube on it.
There have probably been some delays in manufacturing the new cells and/or installing them into cars. It is most likely the new cells will end up in the up-coming Tesla modelS/X plaid version which is due out by the end of the year, but that is conjecture.
NVX has barely started its first production run which is not going to Tesla. It will be at least a year before anything from NVX ends up in a Tesla vehicle.
So sadly, the only conclusion we can draw is that NVX has nothing to do with Tesla's up coming "mind blowing" battery technology.
If people are valuing the stock on this basis they should think again.
AIMHO
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