Jan. 4 at 3:54 PM
$TSLA CHINESE EVs aren’t “blocked.” Tariffs just changed the shape of competition.
The car doesn’t cross the border. The advantage does: batteries, licensing, eligibility, routing.
Move the factory here — not the car.
HERE:https://cundilldeepvalue.substack.com/p/chinese-evs-arent-blocked-their-advantage
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