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Open original source ↗Someone correctly connecting the dots on Tesla Energy. Assembling Chinese-made batteries is not a long-term 25% gross margin business. $TSLA
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@TSLAFanMtl An amazing business! Repackaging and reselling Chinese batteries (Now subject to 54% tariffs) in the USA, and increasing tariffs in Europe. Directly competing with major battery suppliers, CATL and BYD who are also in the energy storage business. No moat. No cost advantage. 🤣🚀
Adam_and_EVs ↗