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Bauto doesn't have clear competitive advantages in term of future. China EV sectors are dominating the market even beating the Japanese brand. Same like the past proton and perodua will dominate the local EV market, but for Japanese side... not so bright cuz of the competitiveness of China EV sectors.
You can see how Australia auto market and how Ford CEO's words about China EV.
I do agree about the valuation, but you might need to pipe down about their future growth.
Trump is a delulu. Historically bitcoin and gold movement are direct as they function as store of value. And historically bitcoin and USD movement are indirect.
Either you wanted to make the financial system decentralised or centralised. Trumpt wanted to boost bitcoin, at the same time he wanted to make USD stronger. that is delulu