So, investors were really rsttled by Elon's plan to pursue 100% silicon anode. If he is successful, that may or may not hinder NVX & TLG long term opportunity. But it is a pretty huge IF.
Is Elon genuinely pursuing 100% silicon, or is this a ploy to squeeze anode supplier margins (that seem quite generous)?
Investors in NVX are certsinly rattled. Thoughts?