...Elon Musk's decision on Robotaxi places EV progress in US at the crossroads.
...The shorts are right: Tesla is imploding. Down -40% YTD and counting.
...Lithium stocks fortunes are inherently tied to Tesla. Why? Because it is what is happening in the EV space in the US that matters, not China.
...When it comes to stocks, the narrative from the major investment bank research carries weight in determining fund flows and if Tesla sours, the lithium narrative won't carry weight- it doesn't matter what spodumene does in China.
...Lithium isn't Gold.
Article in The Electric today frames the $TSLA robotaxi/$25K compact investment controversy well.
