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1/10 This has been a phenomenal week....Wow! $TSLA $NIO $AMZN $SQ $SPOT $SHOP $NFLX $OKTA $SFTBY $PTON $JMIA $ROKU - time to take a victory lap, take a step back and share some thoughts:
2/10 These are unprecedented, unpredictable times. Massive amount of liquidity in the market as a result of the aggressive Fed stimulus couples with super low interest has triggered excessive exuberance and high levels of speculation. It is wise at this time to cash in a...
3/10 % of profits, deleverage and be cautious. Now, having said that: we are in the midst of major technology shifts and transportation revolution. The market for EVs is growing exponentially, and so are the improvements in battery technology, which lead to lower manu costs.
4/10 EV sales penetration has still a long way to go compared to total auto sales. As more consumers transition to EVs, we are seeing staggering growth from companies like @Tesla @NIOGlobal that have spent big part of the past decade building the infrastructure the deliver...
5/10 the demand for vehicles with 0 carbon emissions. The electrification of the entire transportation industry is in the making, and http://IT.IS .INEVITABLE. The data speaks for itself and it is trend is irrefutable. Our generation will be the Gen that will end the..
6/10 fossil fuel industry, not just because we want to, but because we MUST. We must end ICE vehicles sales as soon as possible and push companies to adopt and generate clean energy. I sure as hell will bet with my $$$ that will succeed in doing so. Then there is software piece.
7/10 soon we won't be buying / using cars, but buying / using supercomputers on an electric powertrain, which will drive you around. Vehicles with beautiful touchscreens and no steering wheels is what consumers will demand. Again, this technology shift is INEVITABLE.
8/10 This is something I am extremely passionate about and I will be investing 20% of profits from my EV public stocks into early stage projects in the clean energy space. If you are / have a friend building something interesting in the space, whether it is transportation....
9/10 or clean energy generation, in the process of raising an angel round, please REACH OUT: [email protected]
10/10 Sorry for the typos - was going fast as I really had to take this off my chest. Go EVs Go! @Tesla @NIOGlobal @Rivian @LucidMotors @FaradayFuture @BYTONcars
Forgot to mention that as @altcap said "There is going to be more value creation in the next 20 years than the previous 20". I fully stand by this statement, and those who ignore the data will be deprived of some of the best investment opportunities of our lifetime.
You can follow @LeonAlejCardone.
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