The difficulty with that scenario is that the US is bound by two oceans and has a navy more powerful in some estimates than the rest of the navies in the world combined. Ukraine can be supplied because they’re contiguous with Western Europe. North Korea could be supplied by China, as could Vietnam. To supply the neo-confederates, Russia or China would have to cross an ocean and get past the US Navy, as well as the navies of other allied countries. Then they’d have to bring in the systems via either Mexico or Canada, both of which would be allied with the US.
I think you could imagine a scenario where they smuggle in small arms, but not artillery or other modern weapons systems.
I’m not going to be shorting TSLA. I’m a firm believer in the adage that the market can remain wrong longer than you can remain solvent.
I really do feel like the blush is off the rose, though. I think Elon lost it sometime during the Model 3 supply chain fiasco, and that his very public decline has been accelerating ever since.
I just don’t know what happens to Tesla once this too fails. Virtually all of their valuation is based on the Trump-level hype machine that is Elon, so getting rid of him will crash the stock like a Tesla in self driving mode. On the other hand he’s very publicly circling the drain.