I meant the battery supply chain, which no one can touch Tesla on. Tesla already owns mining rights on a lot of lithium. Other car companies are going to have t

I meant the battery supply chain, which no one can touch Tesla on. Tesla already owns mining rights on a lot of lithium. Other car companies are going to have to go to Tesla for some of their EV needs. When people make the mistake of analyzing Tesla as a car company it always makes me smile, because it leaves me feeling secure that my (albeit small) position on Tesla is sound. It's been said by others ad nauseum, but I'll say it again: Tesla is a battery company with a car division.