We have been covering the entire electric space- including the upstream, midstream, and downstream processes of the EV supply chain. Our skepticism and reason to short most of the EV space are primarily due to management’s inability to manage cost, supply chain, quality, and scalability. We are still short some critical EV and renewable sector stocks.
A classic example was our $GOEV short.
We recommended GOEV as a short to our clients at $14.67; we never covered it. The stock is currently tradi