Piper Sandler analyst Alex Potter (Buy $340 PT) said today that if $TSLA has to cut China M-Y production it won’t be because of competition in China, but more likely the combo of deteriorating China macro and continuing ramp of GigaBerlin, which reduces GigaShanghai export needs. pic.twitter.com/plS0rbnTg5

— Gary Black (@garyblack00) December 5, 2022