We think that Tesla (TSLA) has a significant first-move advantage over the rest of the industry, says Garrett Nelson. He and Steve Westly discuss electric vehicle stocks. They compare TSLA to Lucid Group (LCID) and Rivian (RIVN). Westly says that no one can challenge TSLA domestically, but Chinese companies will challenge them globally. They also go over how supply chain issues will continue to hurt electric vehicle makers. Tune in to find out more.
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