@mike@ac I would say it's priced in with the decline in market share... Which will only accelerate outside the US with the emergence of BYD and other Chinese EV manufacturers.
The European commission might establish tariffs for these Chinese manufacturers (akin to the US). But in order to be effective these might need to be as high as 55%. Which a) is unrealistic and b) shows how cheap EVs might become in the next few years.