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Bingo. PRC EVs -> PRC EV charging piles -> PRC renewable hardware -> PRC infra -> reduce oil exporter leverage (US). Throw in software, surveillance, gps, mega
by maxglute 2y ago
Bingo.
PRC EVs -> PRC EV charging piles -> PRC renewable hardware -> PRC infra -> reduce oil exporter leverage (US). Throw in software, surveillance, gps, megaconstellation connection. It's a play for entire transportation + connectivity stack.