who are seeing a joke such as apple on the downside outbreak keynote out of barklay's. company that is worth $1.3 trillion. no wonder it has key points waiting. microstrategy, the crypto names as bitcoin goes higher. progress energy keeps elements in the balance sheet. bitcoin is up 11%. looking at tesla. this has been the news of the morning. tesla managing to live up to the 1.8 million for the full year in terms of ev's sold. it is being eclipsed by the big chinese player. we have to dissect how much of that really matters. ed: destocked is flat, it has been all over the place. higher than lower and higher and then lower again. let us keep the conversation going. the analyst with barclays who has an equal rate rating on tesla. a price target. what is the storyline for you? you meet the stated 1.8 million target. i remember a year ago the first earnings or of the year in january 2023. musk town and we could do 2 million, maybe. what does this show? >> thank you so much for having me. i think the story of 2023 was that we were pulling back from a period of ev euphoria.

barklay said so is less well- off because and phase has a better mix of product offerings, especiallygoing forward so looks -- m phase is in a better position. moving over to sun power, yesterday the company announced its plan to restructure. temporary credit waivers expire at the end of the week. they are probably going to have to raise money regardless of what happens with those credit waivers. they have been embattled. demand was pulled forward under the prior energy metering, to point out, now with 3.0. they see a slow down and demand. not quite solar but lithium player announced it is cutting costs, reducing jobs and dealing some spending as they suffer from very low lithium prices, down 80% in the last year. >> on sun power, or the a muscular stock not that long ago? now they are quite low. let's see that chart back up. >> they suffered a lot because they are so focused in california. once again we have that shift in policy from 2.0 to 3.0 and a lot of the demand was pulled forward into last year. looking forward, their sales environment is less certain. they specialized in loan