2/ How about the cathode?

Battery Day: cobalt-free high-nickel cathode

Reality: NMC 811, like many other batteries pic.twitter.com/Kqjv6ppoJV

— Taylor Ogan (@TaylorOgan) September 12, 2022

4/ So who could've seen this coming? Well, certainly not the Tesla fanbois.

I've warned of every shortcoming Tesla has faced with its 4680 cell since Battery Day. https://t.co/WSTHLCoqun

— Taylor Ogan (@TaylorOgan) September 12, 2022

https://t.co/9tCzSziQZV

— Taylor Ogan (@TaylorOgan) September 12, 2022

https://t.co/XOljoCkVlD

— Taylor Ogan (@TaylorOgan) September 12, 2022

Follow @snowbullcapital Follow @TaylorOgan