$Tesla Motors(TSLA)$ I hold no position on Tesla (except the drag it now plays on my index funds)…..Tesla valuations assume success globally and especially China….I think the chance of Tesla dominating against state sponsored players in China is very unlikely haven studied and worked on APAC for 20 yrs. I am long VW as I believe they will similarly get support and EU and given their low valuation are a good bet in EV given a good stable of brands including VW, Audi and Porsche. For what it is worth.$Tesla Motors(TSLA)$
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