What happens when the taxpayer grants, which are 74% of ECTY income, run dry? If you're still bullish EV charging companies, go for ones that don't take too much tax money. CCGI is very independent in that regard.
CCGI will probably be bought at pennies on the dollar in bankruptcy by a company like ECTY.
If this is the kind of people we have on the other side of our trades, making money going long should be easy.