EV

callsonreddit

After seeing ferarri’s new EV car, I had to go to lambo’s website for therapy

WSB-mods-are-

Bulls daily a LaFerrari Bears weekend drive the Ferrari EV

ButtonMain2783

I posted this comment in another sub but think it’s more worthy here, Just gonna add on to this and give some light on the state of the Avis company right now as well. Avis Q1 earnings were a horror show themselves, due to their miscalculated buy up of EV fleets that have massively depreciated in value, and are left with a $518 million dollar asset impairment write down on that fleet. GAAP net loss of $283 million for a single quarter.  After the company’s squeeze surge, massive gap down following it, and these horrible earnings reports this year, this is Avis’s last ditch effort to cut their own costs to preserve their diminishing profit margin. And that begs the question itself, do they really have the time and money to find a reliable alternative to Verra by September of this year?? That would require them to obtain contracts with 50 separate Tolling Authorities, and 400 municipal citation issuing bureaus. And on top of this, build an in house IT infrastructure to handle all these millions of micro-transactions relating to tolls, by September. The only chance they have is to find a smaller competitor company that has some tolling access, although there is no chance it will be at the same level as Verra. And Verra has given a strong warning shot if Avis sneakily are taking back some of the blueprints on their various tolling contracts. The CEO stated:   "Verra Mobility intends to protect its contractual rights, intellectual property, and business interests. Accordingly, the company is reviewing matters related to the parties' negotiations, the handling of confidential information, and the parties' respective rights..." , if that’s not a warning shot I don’t know what is. If Avis really pulls it off even by themselves or with a competitor, the legal battle ensuing would delay Avis’ attempt to roll the systems out purely just from being slapped with a Federal injunction for intellectual property theft. 

ButtonMain2783

Just gonna add on to this and give some light on the state of the Avis company right now as well. Avis Q1 earnings were a horror show themselves, due to their miscalculated buy up of EV fleets that have massively depreciated in value, and are left with a $518 million dollar asset impairment write down on that fleet. GAAP net loss of $283 million for a single quarter.  After the company’s squeeze surge, massive gap down following it, and these horrible earnings reports this year, this is Avis’s last ditch effort to cut their own costs to preserve their diminishing profit margin. And that begs the question itself, do they really have the time and money to find a reliable alternative to Verra by September of this year?? That would require them to obtain contracts with 50 separate Tolling Authorities, and 400 municipal citation issuing bureaus. And on top of this, build an in house IT infrastructure to handle all these millions of micro-transactions relating to tolls, by September. The only chance they have is to find a smaller competitor company that has some tolling access, although there is no chance it will be at the same level as Verra. And Verra has given a strong warning shot if Avis sneakily are taking back some of the blueprints on their various tolling contracts. The CEO stated:   "Verra Mobility intends to protect its contractual rights, intellectual property, and business interests. Accordingly, the company is reviewing matters related to the parties' negotiations, the handling of confidential information, and the parties' respective rights..." , if that’s not a warning shot I don’t know what is. If Avis really pulls it off even by themselves or with a competitor, the legal battle ensuing would delay Avis’ attempt to roll the systems out purely just from being slapped with a Federal injunction for intellectual property theft. 

Silly_Rub_6304

100% fucking not dead. They're actively producing the new R2 (small SUV EV) and have a $6bn software licensing deal with VW. Fully expect this stock to double or triple in the next 12-18 months.

_regionrat

Yeah, their investments in Fisker really helped them break into the EV space

OneTwoThreePooAndPee

That's his real trick. What has he actually put out into the world in a useful way? 3 decent EV cars, 1 God awful truck, a D-tier AI that seems to be shutting down, a racist social media site, and 7000 unfulfilled promises. He's not Tesla, he's not even Edison, he's P.T. Barnum.

AmbassadorFull200

China’s rapidly growing EV market is driving [mobile charging demand](https://maaseai.com/en/about/news/technology-advancement-and-business-reconstruction-the-evolution-logic-of-smart-mobile-charging) at an annual growth rate above 65%.

LifeDelivery911

CRSR is insanely cheap The valuation is extremely compressed CRSR trades around: ~0.5x sales ~11x forward earnings ~12x EV/EBITDA For a branded consumer hardware company with: $1.4B+ annual revenue positive free cash flow improving margins strong gaming/creator brand recognition …that’s unusually cheap.

andy_1337

It’s possible they did it just for regulatory cover and having a small EV pipeline without any actual intention of producing it at scale (even for ferrari standards). They get free advertising and the rich people who can afford a ferrari probably dont care about internet memes so the revenue stream wont be affected. Sure the stock suffers but whatever.

Worried_Quarter469

Voting for SpaceX to be the pets.com representative for an AI crash: IPOing as 6th largest QQQ company while pivoting to AI **SpaceX/xAI IPO — there is no P/E (it loses money). Here's what you're actually paying:** | Metric | 2025 | Q1 2026 | |:--|--:|--:| | Revenue | $18.7B | — | | Net income | **-$4.94B** | **-$4.28B** | | Adj. EBITDA | +$6.6B | — | | Accumulated deficit | — | -$41.3B | **Multiples at the $1.75–2T IPO target:** | Multiple | Math | Result | |:--|:--|--:| | Trailing P/E | $1.9T ÷ negative earnings | **N/A — unprofitable** | | Price/Sales (TTM) | $1.75–2T ÷ $18.7B | **~94–107x** | | EV/EBITDA | ~$1.8T ÷ $6.6B | **~270x** | | Price/Sales (fwd, ~$24B) | $1.75T ÷ ~$24B | **~73x** |

King_Chron

Honestly, when you anchor the comparison around fundamental powerhouses like Green Thumb (GTBIF) and Trulieve (TCNNF), the valuation premium on GLASF looks completely disconnected from reality. GTBIF and TCNNF represent the absolute gold standard of real, multi-state operational cash flow, yet the market prices them like boring value stocks while treating GLASF like a tech darling. On a Price-to-Sales (P/S) basis, GTBIF and TCNNF trade with strict institutional discipline at around **1.5x and 1.8x** revenue, while GLASF demands an eye-watering **3.0x to 4.7x** multiple—meaning you are paying double or triple for every dollar of revenue. The gap gets even stupider when you look at EV/EBITDA, where GTBIF sits at a crazy conservative **3.7x** and Trulieve is compactly priced around **5.4x**, while Glass House sits in the clouds at **18x to 19x**. It culminates in Price-to-Book (P/B), where GTBIF is literally trading below its book equity at **0.88x**, while GLASF stretches past **10x**. Investors are clearly discounting the retail-heavy, state-by-state models of GTBIF and TCNNF **to pay a massive premium on GLASF’s California greenhouse scaling, gambling that interstate commerce will unlock before its priced-for-perfection multiple snaps back to earth.** Also when you look at price action from past 6 months you see a clear disconnect from sector and imo is artificially propped up from lack of interest or lack of heavy short selling + other things, Glasf is up 82% while Gtbif is up 27% & Tcnnf is up 56%////// On march 30th you saw Gtbif & Tcnnf hit negative returns on the past 6 months from today, while Glasf was still up 23% on the 6 month chart. **There is no reason for a single state operator in the most saturated state in the USA to command such a premium over the best in breed operators of the whole sector.** On top of that, **GLASF First-quarter gross margins fell sharply to 25% from 45% a year ago, missing internal targets. Consequently, the company lowered its 2026 adjusted EBITDA guidance to the high $30 million range, down from previous estimates in the high $40 millions**, due to higher production costs and labor inefficiencies. The company issued a notice to redeem over 30 million outstanding warrants on May 28, 2026. Dilution for existing holders. I am bullish the whole sector but in no way will pay a premium for Glass house...... I am bullish tiers 1s & some smaller operators like MRMD, VEXTF, CXXIF, JUSHF, VREOF, TSNDF, AAHW

shortvol_trader

Solid framework for getting back in, and XSP cash-settled is the right call for RH. A few honest takes on your questions: 1. DTE: 7-14 is fine but 10-12 is the sweet spot. Under 7 you're fighting gamma risk on any intraday move — at 0.10-0.15 delta you have cushion, but SPX can cover 1.5% in a session. Over 14 you're collecting more premium but also sitting through more macro noise, which conflicts with your event-avoidance rules. 2. The 1.5x stop is probably too tight. Here's the math problem: you're collecting ~$0.70, stop triggers at $1.05 spread value, so you're risking $35 to make $35 (at 50% close). To break even at that ratio you need ~75% win rate — you're targeting 85-92%, which works, but one bad week of whipsaw where the position recovers after your stop triggers and the EV compresses fast. Consider using the delta 0.22 stop as your primary and the 1.5x as a secondary. Delta gives you more context than raw spread price. 3. Rolling vs closing: At $2k account size, just close. Rolling requires good judgment on whether you're managing a loser or digging a hole, and that distinction is hard when you're stressed. The mechanical stop exists for a reason — trust it and move on to the next trade. 4. What you're missing: Market internals on entry day. VIX below 20 and SPX above 21 EMA can both be true while the market is quietly deteriorating — check VVIX (vol of vol). If VVIX is elevated even when VIX looks calm, the spread is more likely to get hit than the delta implies. Also add: no entry if SPX had a 1%+ down day in the previous 48 hours, even if it recovered. 5. $5 wide is right for your account size. $10 wide doubles your collateral per trade and you'd only be able to run one position — same concentration risk, less flexibility. The system is solid. The real edge isn't the entry rules, it's having the discipline to take the 1.5x loss without revenge trading the next day. That's where most people blow up, not the setup itself.

djheat

Imagine trying to big dick your rich EV loving buddies with it and getting flexed on by the guy with a prius

Sick0h

Any ideas why car companies feel the need to make the EV cars often look so god damned ugly? Do the awful contours and unnecessary glass usage make it charge faster or something?

apurimac777

The full retard economy started when AAPL actually convinced a bunch of working "professionals" all they needed was a dongle instead of an actual port on their laptops And retards wonder why the new Electric 'rarri looks like a Chinese EV econobox Just buy calls and take the money ya'll

Coproglyph

Try EVGO. Only half the EV-il as they're just charging stations.

bmathew5

This 100% confirms to me this is intentional. They want to say 'no EV demand' by releasing intentionally bad design.

Inventor141

EV garbage

Status-Put8162

At 17 you are well on your way. Enter into all sectors. Telecom, EV, Rare Earth, MAG7, AI and most importantly International Markets... the more dividend EFT you can gather young the better.

thctetro

EV? Solar? Weed? Gamestop hype stocks? ZOOM? SPCE? BITCOIN stocks? I got plenty more but trying to pull them all here would create a list of 500 stocks only in last 5 years.

randompersonx

I charge at home while I sleep ... Plugging in the car is no different than plugging in an iPhone. I waste no time on charging in my day-to-day life. Sure, charging does take longer than filling up on a road trip, but after I've driven 200 miles ... I likely need to pee, might want to eat, and it's certainly healthier to take a break to walk around for 15 minutes anyway. The amount of time I need to walk to a rest area, pee, and come back, is likely enough to get me enough charge to get to my destination in most road trip situations - it's very very rare to drive >300 miles in a day. And even for those cases ... It's not healthy to sit on your ass for multiple hours on end - so the 'advantage' for faster refueling on road trips is honestly pretty minimal in reality... The break is better. In my house, we have both an ICE (6 speed manual sports car), and a Tesla EV. Both my wife and I prefer the EV for long road trips, and really only use the ICE for fun local trips.

SPAC_Time

deSPAC SunCar Technology ( SDA SDAWW ) [released Q1 earnings today](https://www.globenewswire.com/news-release/2026/05/27/3302258/0/en/SunCar-Technology-Reports-First-Quarter-2026-Financial-Results.html). 28% YoY Revenue Growth to $131 Million, third consecutive quarter of profitability, expecting full year 2026 revenue to be approximately $600 million. "EV Premium Growth: Insurance premiums for EVs increased 42.5% to $514.4 million from US$361.0 million in the prior year period. EV insurance Revenue: EV-related insurance revenue increased 37% to $22.6 million from $16.5 million in the prior year period. Tesla: Tesla expanded its implementation of SunCar’s integrated insurance + services benefits platform delivering the convenience and safety advantages of SunCar’s integrated services to an increasing number of Tesla drivers." "[As of December 31, 2025](https://www.sec.gov/Archives/edgar/data/1936804/000121390026048537/ea0287753-20f_suncar.htm#:~:text=As%20of%20December%2031%2C%202025%3A%2059%2C608%2C351%20Class%20A%20Ordinary%20Shares%20and%2046%2C039%2C565%20Class%20B%20Ordinary%20Shares): 59,608,351 Class A Ordinary Shares and 46,039,565 Class B Ordinary Shares." The Class B shares are all held by Zaichang Ye, the Chairman, Director and Chief Executive Officer. That is a total of about 105 million shares. SDA is 76 cents today, so the market cap is about $80 million, for a profitable company with projected revenues of $600 million in 2026 and double digit growth rates. Fintel shows almost no institutional coverage ( maybe 400k shares total ) and tons of available shares to short.

Flipslips

I can’t speak for China but in the United States, there is nobody making them at scale and at a decent cost yet. Tesla is building them on a makeshift production line until their new factory gets completed (nearly finished). Once Tesla can make them at scale the price will come down and adoption will begin to increase, just like their other EVs. Daimler has a few EV trucks, but again, they are not making them at scale yet.

ThatMovieShow

So why aren't electric trucks and vans being adopted more quickly? It's not even at the same rate as electric cars. If you were right diesel would be phased out already yet despite multiple companies making electric trucks very few fleets exist ( if any) and here is perhaps the biggest sign it's not a mature enough technology yet - china. China has pretty much entirely discarded fossil fuel cars in favour of it's own very high quality EVs. Yet when it comes to trucks, rather than create electric trucks china has instead converted it's existing logistics infrastructure to liquified natural gas instead. If electeic were better for trucks them sure the market with the highest EV adoption rate would be using and developing them. I'm very pro EV myself I've owned multiple EVs and I largely think they're vastly superior to FF cars, I just don't think the logistics technology is mature enough yet.

apoliticalinactivist

Specifically electric cars. The end consumer may use them differently, but the design principles are the same in terms of power management, stability, etc. The human interface for an EV that regular people value is the least of the tech designer's concerns. Without an exec like Jobs to ensure the end product is something a consumer would actually want to buy, we end up with a product like the Ferrari EV.

iwaseatenbyagrue

I hear you. If a roulette wheel bet had a positive EV, it would be smart to make that bet even though the return is binary, so long as the size of the bet is inline with your bankroll management math.

craftyrafter

Buying options is often a bad idea, and that is setting aside traders fundamentally fucking up position sizing, max loss management or just trading on vibes. Think of it like this: options are fundamentally insurance that something won’t happen. When I sell you a contract, I am guaranteeing that in a certain outcome you will be covered. You know how the insurance industry is one of the most stable and profitable industries out there? Yes lots of times insurance consumers are very happy that they bought a policy but if on average you could always make money buying insurance nobody would sell it. Lots of research has confirmed that options contracts sell at a premium compared to their EV because it is an insurance premium. But selling options isn’t foolproof either. You must know what you are selling, what you might lose, etc. Still, the asymmetry favors the seller on average in the long run. Having said that, buying options can be a solid idea in some cases. For example call ZEBRA trades allow you to buy the potential upside using less cash vs buying the underlying with the trade off being that you have an expiration date. LEAPS can be useful when you are dealing with a moonshot. Buying long term broad market puts around 20-25% off the current price is a valid form of insurance for major market crashes: just when your portfolio takes a huge hit on unrealized gains you also get a huge cash influx that you can use for daily expenses or to buy the dip. Think of options like a large and powerful chainsaw: they are a very powerful tool that will cut off an arm if you don’t know what you are doing or if you point it the wrong way. 

RibeyeAndScotch

Ferrari so cute with their ticket name, just like their new EV

Flipslips

Sure diesel is more energy dense, but a diesel engine is incredibly inefficient compared to an EV motor. Diesel engines can only convert about 30% of the fuel to actual movement, while an EV converts about 90%. Either way, 99% of trucks cube out before they hit their weight limit (meaning the load is constricted by the size of the truck more so than the weight limit) Plus, electric trucks are allowed to weigh more (in both the US and EU) than diesel trucks to account for the energy density difference.

Aerospaced0ut

I've been mostly selling as it's gone past 130 into the high 140s, but I get why people are buying in right now. Space ETFs are getting a lot of traction right now and rocket lab is a big beneficiary of that. The company is growing revenue rapidly.  People who hate Musk but love space will be attracted to them over Space X. They're not burdened by being tied to a marginally successful (being generous) AI company. There's zero risk of them being merged with an EV company with declining sales.  They're also extremely successful for the launch vehicle, satellite separation and satellite construction aspects of space, and acquired the capability recently to develop rovers. Truly end to end with a near 100% success rate.  So why did I pare down over the last month? I was along for the ride while it more than tripled over my average share price, and it became more than a third of my portfolio. Neutron success is priced in at this point before its had it's first launch, and it's been delayed several times and will likely be delayed until 2027. Share price is 20% higher than the highest analyst rating - it's likely out ahead of its skis. I'll probably buy back in if it takes a breather for a bit and drops back into the 1-teens, but at $140+, I feel it's pretty fairly valued, if not already priced for perfection. Finally, it would take a lot for it to double in a year much less 4X or more over 12 months, and if you're looking for those big gainers, it's unlikely to be them.  On the plus side it's also unlikely to lose a ton of value overnight like it used to. When the tank imploded a few months back it dropped from $100 down to $80 overnight, then slunk its way down to $60. It's a "safe" investment now versus then. But even if it takes 2 years to go from $140 to $280 instead of 4 months, it's a much safer investment than a lot of speculative companies, and that's a much better return than you'd likely see with a trillion+ company like NVDA or the other 6 of the mag 7. 

TheShadowInvestor

You're not wrong about the current reality. Tesla is primarily a car company today, and the EV thesis did erode. But here's what I think people miss : two Chinese competitors (Unitree among them) already outsold Tesla's entire 2025 humanoid robot production target. The sector is real, competitive, and moving fast with or without Tesla. The question isn't whether Tesla is a car company today. It's whether they can execute the transition before the cash flow from cars runs dry. That's a legitimate risk. But dismissing the robotics opportunity entirely because the EV thesis failed is also a mistake. Simplicity is the key...

the_real_MSU_is_us

Silver is the play for the batteries. We're in the 6th straight year of more silver consumed than is mined/recycled, the products it's used in (solar, EVs, AI) face real engineering challenges to work around solver, and the % of cost silver makes up in the final product is small so there's not much incentive to try even with silver prices skyrocketing. Supply can't be easily brought online, as recycling facilities are expensive and take a while to build (current ones are running at full capacity) and mines take a while to get going too. And with the oil situation, solar and EVs are about to get a big demand boost. The solid state batteries you mention could easily add 4% demand onto an already inelastic and 6-year supply deficit silver market, possible over 10% of it really takes off in the EV world. Silver is the long term play here (2+ years) but the volatility is tough to swallow

murmurtoad

I feel like they're just using "EV" as an excuse to really push design ideas in different directions and see what works. They can't get away with that on traditional cars for some reason. Maybe they think the EV crowd is buying because they want to be different anyway?

Ahamadrayasbaboon

They are near zero sum for both parties on a single bet. For the buyer, they are negative EV after engaging the law of large numbers.  Options pricing models use calculus, and institutions (and retail counterparties in some cases) have math experts selling to you.  It’s a lottery ticket. 

Bravadette

Looking likd EV, green energy and battery day.

Upstairs_Resource161

This makes way more sense, thank you! And why 1dte and not 0dte or 2dte, do you find a better EV that way?

bokeeffe121

The EV part ruins it too

Upstairs_Resource161

Nice strategy, but why 1dte instead of 0dte, to collect a higher premium? Also your short strike is -15 from the current price?? That seems incredibly close, given SPX is over 7k right now, so you’re betting it won’t move down by more than 0.2% on any given day? That seems very risky, I usually sell put spreads much further away. Would appreciate any insights though, your EV is great if true and I might modify my strategy!

randompersonx

I mostly agree, except for the last sentence. There’s no reason a super fun highly desirable electric sport car can’t or won’t exist. I’ve personally owned a lot of sports cars in my lifetime- and I do miss when my daily driver was a Porsche 997 Turbo. (I’ve been driving a Tesla for the last decade - but had all manual sports cars for the 20 years before that). The Tesla is certainly faster than the turbo, but the turbo was more fun to drive when conditions were good. The problem was that in general, driving conditions were generally not good enough often enough to make it worthwhile. There’s no fun in sitting in bumper to bumper traffic in a sports car. It’s not great getting rock chips on a sports car from rock trucks on the highway, etc. And honestly, I’m personally not interested in spending time at gas stations anymore. Unfortunately, nobody has really made a better EV than Tesla… yet… but I’ll happily buy one when that does happen.

Prize_Bar_5767

People who can’t afford a Tesla EV are said the Ferrari EV did not meet their expectations.

SnooHedgehogs5162

Because it's priced in. Today news came that EV cars selling record. So we don't need that much oil.

LegitosaurusRex

> Now Pininfarina have their own car brand and their flagship is also an EV. Read the comment...

Tifoso89

>They have an EV company dedicated to making 1920-1930 replicas of famous designs from that era and another company doing 1970-80 era designs. How are those legal? At least in Europe or US. In recent decades had to be redesigned for stricter car safety regulations. That's why modern cars have rounded and higher hoods.

diluted_confusion

That is a beautiful car. It is an EV?

roksah

It's not even crashing cause its EV, its crashing cause it looks like shyte

NY_State-a-Mind

Toyota purposely sabotaged their electric car design years ago because they were putting all their money into hydrogen and it blew up in their faces, this is probably done just so Ferrari can say they have an EV but someone purist in the company has said that Ferrari will never make an EV so this is an EV because its what the market wants but its not a ferrari ev.

timohtea

They decided to throw out everything they stand for. Make a shitty Tesla copy and decided to enter the shitty EV market, with an over priced shitcan. It should fall a lot more than then 6%

goodolarchie

I'm starting to think Jony Ive should stay away from cars. This looks like a Toyota's ground-up EV, not a Ferrari.

40StoryMech

Last year, yes, but BYD sells more than Tesla across models now and I'm a middle-class American who would love to buy an EV and I would buy BYD in a second before ever touching a Tesla. This is financial advice.

NotEvil_WSB

Yet Model Y is best selling EV on planet earth

Minorous

I mean, crap... 18MPG is what I've seen modern pickup trucks do so I considered this on the lower spectrum for new cars, but when my neighbor told me his 100k/usd Yukon barely does 13mpg I was floored. I have a hybrid pickup that does 24MPG and an EV which costs me about $3.70 in electricity for every 100miles traveled.

NotEvil_WSB

I am straight bull for TSLA as they male an actual product with a moat. Fkn RIVIAN making shitty just another EV SUVs in the market. No other company as close. Samsung will take over MU in no time with CAPEX spending potential they have

SpecialMission6181

tomorrow Ferrari will announce that its new electric so fckn ugly EV is an AI friendly car and stock will pump around 50%-100% in the next 2 days of trading.

ASource3511

I wish EVs are just bland, they are aggressively offensively ugly. Look at the C class EV, the AMG GT 4 door and the iX3.

John_mcgee2

There are two different conversations here. You are saying they have done very well in the past while operating without competition. He is saying they do but new Glenn is finishing testing ect ect competitors. Five years forward will be different. He isn’t saying they’re superior, they’re worse, way worse in some cases. He is saying they’re progressing milestones quicker than space x did and catching up. It is the same timeline as Tesla. They did make the most electric cars by a huge factor five years ago. Now they make less than half of China alone. Have a look for EVs. They peaked in 2022 at 2 mil cars. I’d say model y is still the best EV you can buy but they’re still getting eaten by competition. Google Tesla global market share graphs and look at the graphs from 2023/24. Everyone was saying Tesla would be making 3-4 million cars by now. Competition is real, it just takes longer than we think. Rocket lab are slow but progressing faster than space X did so they are getting caught. Thus you are both correct. I mean the other difference point is the other person is probably looking at the market cap vs human population as a $/human and you’re looking at it as a it went up 1000x so surely it can go up 100x but maybe you have looked at $/human in existence pricing too which is an interesting way to look at very expensive companies now worth more than the east India companies were worth.

aspenextreme03

Ferrari and EV = makes 0 sense and they deserve the stock falling. Ferrari needs to stick to what made them successful

North-Purple-373

It’s basically a Russian nesting doll of better Elon companies buying shittier Elon companies, effectively diluting the shareholders in the better company in the process while giving Elon more control. X was a tire fire so xAI bought it. XAI and Grok blow so SpaceX buys xAI. Now SpaceX investors will have to swallow the biggest the turd of them of all - Elon’s massively overvalued EV, sorry I mean robotics, business

ShortBusConquistador

They looked at Apple and expected to make a EV car like a iPhone and never have to redesign it. In their twisted minds it was supposed to be a money printing machine. I’m glad to see they got a reality check and this will probably tank the whole company. It’s been on a downward trend for a while now. 

beardofzetterberg

I don’t think the interior looks good at all. Looks like a plain budget car with an iPad in the center and an iPad behind the steering wheel. Looks worse than most other EV interiors.

OldWonder5865

Yeah it looks lame. Nobody cares that it’s an EV. Would’ve gotten flamed regardless

WrexyWrex

The undeserving bad press on the new Ferrari Luce is a targeted attack against EVs by big money to distract from EV car markets and supply chain companies that are about to rally. Sodium Ion batteries are expected to be here soon and if the release of the Ferrari Luce created excitement it would have gained attention to the downstream effects. The Ferrari Luce is a marvelous car that goes unappreciated by the small brained lunatics in the hive mind they live in. I will not stand for criticism of one of the great pioneers of our time who absolutely nailed the launch of the Ferrari Luce. Anyone who is caught criticizing this masterpiece will be laughed at when they are left behind in the Quantumscape rally unfolding. Thank you for your attention to this matter.

apoliticalinactivist

The general public doesn't understand product design for tech. It's like designing a perfect region in Cities Skylines, as every single component within has to function perfectly and be completely self contained. No inefficiencies or bottlenecks that will lead to overheating or wear, structurally sound to resist drop damage, and have everything run through a single tactile button. All packaged in a single piece sized to be comfortable on the human hand as demanded by Jobs. I'm not a fan of Apple, but the first iPhone is amazing product design. It goes to show how disconnected people are from the devices they use, treating it like a magic box that just works. Ive is absolutely someone you would choose to design a beautifully powerful and efficient EV, but it is a failure in management/marketing that it was for Ferrari, as it does not match their brand at all.

junkyard_robot

And, then for some reason, the mustang EV is a crossover that has less of a futuristic look. It's as if cars are designed by MBAs rather than actual design teams. Just like movies and television these days.

PaperHandsTheDip

\> No wtf thats now how it works at all.  Implying market makers have a 20% edge is implying a 20% spread on 0dte options which is just not true except on the most illiquid ones.  The variable that dominates when selling options is theta, the decay. That's the largest edge MM's have - it doesn't matter what price they sell them to you at. Odds are they expire worthless and they pocket the entire premium. Market makers very often go to delta neutral using options, correct. But their profit margin is often related to volatility & decay, less so than spreads. Notice that the spread of 0DTE is almost always like 1cent, but sometimes they cost 3-5x as much if the IV is high. They're modelling that. Other variables dominate. \> They are not incredibly negative EV otherwise no one would use it as a real financial instrument to hedge.  That's not true either... hedging itself is almost always negative EV. It reduces the risk surface, but you have to pay for it. \> No wtf thats now how it works at all.  Implying market makers have a 20% edge is implying a 20% spread on 0dte options which is just not true except on the most illiquid ones.  Why do you think MM's make bank? Like tens of billions per year. The good ones make profit every single day, without fail. If you're buying / selling a single contract it's up in the air, yah. Variance is super high.

Kind_Brush5556

No wtf thats now how it works at all.  Implying market makers have a 20% edge is implying a 20% spread on 0dte options which is just not true except on the most illiquid ones.  If you get rid of fees and get rid of spread and buy at the theoretical market middle options are zero sum.  They are not incredibly negative EV otherwise no one would use it as a real financial instrument to hedge.  Also market makers don't sell options in the way you think they provide liquidity. If buying options is negative EV and selling options must be positive EV. Everyone should just sell options and it's an infinite money glitch. 

Kind_Brush5556

That's not what negative EV is tho. Options are pretty much zero sum after fees and spread. Market makers are pretty good at hedging risk.  Even if something only has a 10% win rate if you 20x every time you win that's incredibly plus EV. 

PaperHandsTheDip

0dte are incredibly negative EV. Their winrate hovers at some shit like 40%. They're one of the absolute worst things to buy. Also one of the most fun tho!

randomnameforwe

Can you explain to me how a car company designing an EV is woke? It's fucking 2026, everyone is designing EVs. Hell, one of the great favorites of "anti-woke" people owns a company that solely makes EVs. Ferrari didn't drop because they "went woke" they dropped because they revealed a car that looks nothing like a fucking Ferrari.

SevereRunOfFate

Agreed.. if you told me that car was the new Dodge EV I'd believe you. Nothing, absolutely nothing about it says Ferrari, luxury, or exclusivity

riddlerjoke

EV mandates are killing Europe automative manufacturing. Unelected EU bureaucrats and their woke agenda… So detrimental to economics and all legacy companies/brands are going down

TestInteresting221

Ferrari coming out with a half-mil redesigned nissan leaf EV 🚗 for the rich regards is definitely the market top signal 🚨

Wind_Yer_Neck_In

The German car brands are all pivoting to making their standard petrol cars have EV options instead of doing weird parallel EV lines. Which makes sense because the main reason people listed for not buying the likes of the Mercedes EQ cars for example is that they're fucking ugly looking.

shasta747

I bite if they rename to NAI bro, who pay attention to EV car companies these days?

Rich-Kaleidoscope-12

Im always scared of These ADR stocks, but I can see a big increase in chinese EV since Politics are holding Oil in that country. not to mention this NIO is the "cheap" option

Exquisite-Load8654

The broader market keeps showing everyone EV’s are the issue. There’s a reason every major corporation has decided to exit the market.

Advanced_Divide_4641

Who copped the EV ‘Rari off MU today?

Atarge

I mean theyre charging half a million for a car that looks like it's 40k... I don't think it being an EV plays a big role here

Beneficial-Tea-2055

This all makes sense if you even understand a little on how Ferrari operates. This isn’t off brand at all. Look at Ferraris 20 years apart, they won’t look alike. They don’t really gatekeep like Rolex does. This is genuinely due to their fully manual production line which not even Lambo or Porsche has. There is little to no reuse of parts between models. If you have a limit stock (believe it or not), would you rather sell them to trusted clientele or the next TikTok influencer who popped off last month? I have my answer. Also doesn’t matter it’s Prius looking, they already know every car they build will have a buyer. This is but a pivot test. If it fails it’s back to full gas on “traditional” cars. Otherwise they set the trend for the next generation of EV supercars.

psdpro7

Designers try to pack as much aerodynamics and weight-saving tricks in as they can to combat the range anxiety that comes with EVs. And corporate suits insist on crossovers to alleviate their own sales-numbers anxiety. So you get a bunch of super smooth over-aero'd boxes that all look the same as companies try to only make one EV per brand.

blackhawkblake

Holy shit I was about to go all in on call options for this debut because a friend of mine has been gaslighting me that this will be the next big thing in EV. Thank god I got drunk and forgot to do it last week.

Swirl_On_Top

Why can't they just make an EV that looks like a sexy regular Ferrari? What is this 'meet the Jetsons' bullshit

antaran

BYD dealerships in Europe are very rare. BYD's EV market is share in Europe is about 6%; 1.7% in the overall new car market.

PuzzleheadedRadish9

naw new Mercedes EV actually looks good. this is dogshit

zeekayz

China has all that hilariously enough. Checkout Beijing auto show clips. They have an EV company dedicated to making 1920-1930 replicas of famous designs from that era and another company doing 1970-80 era designs. Just all with modern EV underpinning and modern software.

SendNull

It’s kinda wild how tone deaf these auto execs are!! Porsche spent the last two years watching Taycan sales crater, bleeding margin, and literally having to scramble to re-engineer their upcoming 718 platform back to gas power because they realized the enthusiast market just isn't buying it. And Ferrari’s brilliant takeaway from watching their closest peers get burned? "Hey, let's hire Jony Ive to build a 5,000 lbs 4-door EV and charge half a million dollars for it."

alien_believer_42

That would not work, EV architecture is too different

Upstairs-Bowl6755

No one wants an EV. They are clown cars.

Turkino

For real, that thing doesn't even LOOK like a Ferrari. What is with EV makers (especially in the global west) trying to adopt the Tesla-like "EV Look" rather than making them look like a normal vehicle?

blueberrywalrus

It's so other people know that you have an EV and therefor you're better than them. It's dated af now that EVs are so cheap. Also, this is why this $600k Ferrari ends up looking like it's worth $60k.

bacchusku2

It weights way more than 7,000. Closer to 9,000lbs. I have the same platform (Sierra EV) and I love mine. Range is over 400 miles on a charge. It is expensive, but it’s a Denali and look at Sierra Denali prices, it’s right in line.

burntpotatoXL

The dodge charger Daytona was just that and it sold absolutely terrible, same as the hummer EV

old_copper_kettle

Electric cars are to ICE cars what quartz watches are to mechanical ones. The sort of folks spending $$$ on already very finicky and unnecessary auto like Ferrari / Lamborghini etc aren’t doing so because they want a generic experience that runs the same regardless if it’s a golf cart or a 5,000,000 USD one-of, they’re doing it because they want finesse and craftsmanship and something truly extraordinary from an engineering standpoint. Ferrari especially attracts a certain type of buyer, thinking this demographic would ever be excited or engage in an EV model is just marketing ineptitude IMO. Idk if they got high on their own supply or if they’re just stupid but this was absolutely not the direction this company should be pursuing.

RaNerve

And sold terribly and weights a shitload (over 7000 fucking pounds) and has to have an ABSURDLY large power pack in order to get the thing even remotely reasonable for range. It’s a bad EV specifically because it went out of its way to be a hummer. This also meant it HAD to be expensive to make the huge power pack cost effective, which in turn meant it HAD to cater to the luxury market. The same luxury market that the cybertruck targeted. The Ford Lightening made the best attempt at a truck EV by simply “rounding” the 150 design, but even it failed spectacularly in terms of sales because it’s just too damn costly.

Commercial_Age_9316

The latest Prius model legitimately looks like a much sportier and sexier car than the Luce. A mind blowing design choice. I think the only possible conclusion is that they don’t want it to sell well, they don’t want to design an EV, they don’t want to make them going forward and they hope this flop will keep them focused on making gas/hybrid models.

Prudent-Air1922

I saw a comment in another thread that said "Is it going to be a $60,000 EV? Because it looks like it." implying it'll be expensive. The article says over half a million pounds?? Who the fuck is going to buy this?

SD_CA

My lincoln navigator used to get 15mpg and had a 33 gal tank. Insurance was dirt cheap and no car payment. So when gas was like 4.50 it didn't bother me. But now I'm in an EV. So like 550 a month between car payment and insurance.

bacchusku2

Eh, EV trucks and SUVs seemed to keep around the same shape. Heck, the Hummer looks like a Hummer.

Milam1996

20-25mpg is a big difference just fossil fuels are so cheap and pumping petrol is so fast that nobody cares. Once EV’s get charged even faster nobody will care then either. Once charging is as fast or close to as fast as pumping petrol then american consumers can finally get what they crave. A gigantic 4 wheel drive truck with a 210 tonne tow capacity and a bumper so high it does head trauma to every under 16 year old pedestrian within a 5 mile radius of it. God bless.

bacchusku2

Not true, I think an EV F1 Ferrari with a quick swap battery pack would be awesome.