https://www.siliconvalley.com/2019/12/16/teslas-getting-a-boost-from-batteries-china-plant-analysts-say/

Monday turned out to be a good day for Tesla, as the company received a double dose of enthusiasm from Wall Street analysts regarding two different aspects of its electric carmaking operations.

Dan Levy, of Credit Suisse, said in a research note that after touring Tesla’s Nevada Gigafactory, where the company makes batteries for its vehicles, he believes Tesla is “likely ahead of others on batteries (which are) the core of the electric (car) powertrain.” Levy went on to say that because of its production capacity, he thinks Tesla is “leading in the areas that will likely define the future of carmaking – software and electrification.”