anticitizen13.7
Not posting at TMC after 9/17/2018
So even if Fukuta does ship complete AC induction motors used for propulsion in Tesla Model S and X (which the paper does claim, although it is very scarce on sources for the 'Fukuta Case Study', with the only source being given as 'Information obtained by Fukuta' - and that is for a very tangential fact about pre-2009) - how does this lead in to a short thesis?
It doesn't.
The argument that one should short TSLA based on Fukuta being a Tesla supplier is as nonsensical as arguing that one should short AAPL because Apple uses TSMC to fab A9 processors for the iPhone 6S and iPad Pro.