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Doing DD on China’s EV market.
Wish I did DD on $NIO sooner. I like it as a long term hold.
There are hundreds of EV startups in China. But I like how Nio’s approach is different from the other major EV brands.
That’s what I like to see in a high risk, high reward spec.
Wish I did DD on $NIO sooner. I like it as a long term hold.
There are hundreds of EV startups in China. But I like how Nio’s approach is different from the other major EV brands.
That’s what I like to see in a high risk, high reward spec.
Here’s some insight from my friend who’s an expert on everything cars.
WARNING: He’s a gear head, not a stock guy.
$GELYF is who $GM is likely to go to for technology in order to keep being able to sell EVs in California in 15 years.
WARNING: He’s a gear head, not a stock guy.
$GELYF is who $GM is likely to go to for technology in order to keep being able to sell EVs in California in 15 years.
$FCAU Fiat Chrysler Auto was basically given to the French last year, I'd see if $PUGOY has a partner in the Chinese market.
They want to keep selling the Jeep brand worldwide and Chrysler was at the back of the class when it came to EV tech.
They want to keep selling the Jeep brand worldwide and Chrysler was at the back of the class when it came to EV tech.
Plus within 10 years I predict 90% of car sales in the US will be electric and probably 60% of trucks so you're wise to invest now.
On $TSLA: I’m 50/50. Between safety and labor issues at their Fremont and Nevada plants they'll likely get unionized sooner that later.
On $TSLA: I’m 50/50. Between safety and labor issues at their Fremont and Nevada plants they'll likely get unionized sooner that later.
Also the PR disaster of their cybertruck and the fact that all their cars are proprietary will bite them in the @ss along with battery fires.
I'm surprised they've lasted this long and didn't end up like Preston Tucker or John DeLorean.
I'm surprised they've lasted this long and didn't end up like Preston Tucker or John DeLorean.
If you get in a fender bender with a $TSLA and the insurance co doesn't total it you're f*cked with a capital F. Since all their proprietary parts are ear marked for current model production.
Your $TSLA could be sitting at a shop for a year while you make payments while the shop has to keep explaining they can't get any parts.
You'd be luckier if it caught fire in the wreck.
You'd be luckier if it caught fire in the wreck.
If $TSLA doesn’t win EV: Nissan or Toyota in the US and Japanese markets.
Probably BMW or Mercedes in Europe. Although the i3 and i8 launches were problematic for BMW.
Probably BMW or Mercedes in Europe. Although the i3 and i8 launches were problematic for BMW.
ON CHINA: China will own a massive share of the global car industry in 10 years.
They'll mainly take that [tech] from us, hence why I said look for US automakers who've been parntering with them.
They'll mainly take that [tech] from us, hence why I said look for US automakers who've been parntering with them.
Like I said, wise to get in now and speculate on the proliferation of EV tech. Silicon Valley has.
And Gavin Newsom has mandated that by 2035 all vehicles sold in CA be EVs.
As goes California, so does the nation.
And Gavin Newsom has mandated that by 2035 all vehicles sold in CA be EVs.
As goes California, so does the nation.
