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TSMC Jumps and Tesla Falls

Bloomberg Tech

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Tesla's Consolidation in the Auto Industry

China is the world's largest auto market and Tesla has moved quickly, put manufacturing facility there. Seven of the top 10 biggest selling EVs are Chinese names. If you're Elon Musk, you have to be going to bed every night praying that the Cold War with China doesn't get worse. Right now, he's looking awfully smart.

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