I EXPECT TESLA, BYD, XPENG, GEELY AND NIO TO HAVE SKYROCKETING DEMAND (EVEN MORE DEMAND) ONCE THEIR FSD AND ADAS SYSTEMS REACH UNSUPERVISED MODES WHICH SHOULD HAPPEN WITHIN THE NEXT WEEKS TO MONTHS.

HOP IN THOSE SELF DRIVING CARS RIGHT NOW BECAUSE THEY WILL BE HERE EN MASSE VERY SHORTLY. DON’T FORGET CATL’S NAXTRA SODIUM ION BATTERY IS COMING ONLINE IN THE NEXT FEW MONTHS WHICH SHOULD ONLY DRIVE DEMAND EVEN FURTHER.