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Tesla
Mark O'Mara: Tesla price cuts have been a home run success in China. He says that spurred demand significantly and for EV based on what we're seeing there. And it's a big part of what we see with the stock this year is that the demand story really coming back, he says. O'Mari: We are still in the early stages of where this is all playing out in big tech. But I feel like the addition of this for Bing, which is the search engine, of course, for Microsoft, just on a relative size basis means they only have upside.