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Tesla's (TSLA) White House connection will prove beneficial to the company, according to Karl Brauer, though China also offers plenty of profit opportunity for the company. However, he expects a "tougher world" for other EV companies. When it comes to Rivian (RIVN), he expects the company will need partnerships to survive in the long-term.

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EV Outlook: TSLA Best Positioned, RIVN's Needs to Survive Long-Term

Schwab Network

EV Outlook: TSLA Best Positioned, RIVN's Needs to Survive Long-Term