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I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues
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BYD lowered their prices to nil when the competition heated up in China. The Chinese government wasn’t happy because they themselves own a govt EV company and had a harder time selling their cars. China has been overstocked in EVs for the past year +
EV meme stock now selling robots
Is that a good argument? How many years has Elon promised FSD? [https://motherfrunker.ca/fsd/](https://motherfrunker.ca/fsd/) All the excess funding to lose EV market share to China. All the excess funding to have "autonomous robots" that are actually controlled by humans in the back? All the excess funding only to have China develop better battery tech and more solar?
Look at Tesla conglomerate. It would not exist without government contract or any other EV in the world
Tesla's new car registrations in Europe fell 17% year-on-year in January, marking the 13th consecutive month in which sales have shrunk across the continent. In sharp contrast, Chinese EV giant BYD has more than doubled its market share across the European Union, Britain, Switzerland, Norway and Iceland.
Agreed. I stopped picking strategies that relied on stop losses for 0DTE. I tried messing with intra-minute stop losses and top of minute stop losses. No matter what, my stops were stopping out 15-40% higher than what a backrest would show, even when being aggressive with slippage. I think it can work if you’re trading manually through the day and are have a thesis of resistance points, etc., I still have a day job though, and long term don’t want to be stuck to a screen daily for managing stops. Now I just run two trades with no stops. I go into it knowing my max loss and max gain, and trust my backtests to know I have positive EV over time.
Think about the Chinese EV market. They created a Tesla replacement. Then they improved on it. They have more sales than Tesla without selling a single car in the United States. The United States used to be an attractive market, however the middle class that consumed massive amounts of products is disappearing. It’s a K shaped economy. Meanwhile other countries have developed and created their own markets. Look at what happened to the American bourbon industry. Canadians just decided to buy non-American products. Nobody crashed but American business. It looks like other countries can just make the shit we make. What is it again that we make in the United States? What is it with that we offer that can’t be produced elsewhere? You know, besides are just proportionate consumer spending that is fueled by an ever increasing national debt?
Statistically, options are negative EV and there is no predictable positive returns on either side due to arbitrage from institutional investors. If you don't have an edge (just being an option seller doesn't give you an edge) and you say anything different you might want to investigate what the Dunning Kreuger effect is. If you like trading 0 DTEs, you might want to read about what picking up pennies in front of a steamroller is.
The stock price is overpriced yes. Meme stock, maybe. Elon overpromises, absolutely. However you can’t negate the fact that Tesla is the one who started the EV revolution. The people who have these cars much prefer them over ICE (I have both). For “ease” they have the biggest fast-charging network and FSD is unmatched (I realize it’s short of expectations that Musk set). Many other EVs might be better looking with more premium features but the cons do not outweigh the pros for the owners.
Gonna sit this recession out by buying Boomer zero-revenue EV companies
Appropriate\_Web\_7979 has the sharpest take in this thread. Thesis drift isn't a bug in how TSLA is covered — it's the core mechanism. EV thesis failed, goalposts moved. FSD missed for five straight years, goalposts moved. Now it's humanoid robots by end of year. The tell is that none of this gets priced off fundamentals. It's priced off the probability of a single scenario: Musk delivers something transformative before the core car business deteriorates past the point of no return. That's a binary payoff structure. You're not valuing a car company — you're buying a lottery ticket on regulatory timelines and execution milestones that have been consistently missed. The question worth putting to any bull: at the current market cap, what exactly needs to happen and by when for TSLA to be fairly valued? If you can't answer that with specific milestones and dates, you don't have a thesis — you have a vibe.
I dont believe YOU know what youre talking about because multiple things were wrong, or at least misleading You mention their use of EV’s. I assume because you believe environmental (anti climate change) queries matter. They similtaneously have way higher pollution index and way higher carbon emissions. EV’s dont matter in the face of those. You mention happiness and trust in government. Meanwhile, they are ranked as one of the most totalitarian regimes and america average happiness score is higher (6.7 vs 5.9). You mention house affordability and having superior public transit. Meanwhile, actual traffic commute time index is 38 (china) to 33 (america), and property price to real income ratio in america is 3.53 vs china’s 19. You mention free healthcare. But in terms of actual healthcare per citizen, america has 66.92 vs china’s 69 - barely a difference. Plus, quality of life indicators unilaterally posit america as superior to china
Tesla not being a car company is how they can justify pumping its valuation more at a higher PE multiple , since if it’s viewed as a car company (which it is) then it’s valuation is not tethered to any reality even in a future in which they dominate the EV market - which I’m skeptical will even be the case Don’t bet against Tesla though. Their valuation hasn’t made sense for damn near a decade now, and if you’re trying to short it or win with puts or whatever you’re going to likely have a bad time
This kind of stuff is exactly why I would only ever trust an EV from Tesla or a few Chinese automakers like BYD that have proven they're serious about EVs and actually know what they're doing. I don't trust ICE manufacturers to make a good EV that won't have battery problems like this, as stories like this show that they're the ones constantly having problems with their batteries because of their lack of EV expertise.
Video screen gas pumps exist? What? You have to watch an ad to pump gas? I remember some brands of free EV chargers like Volta would sometimes have ads, but that was fine because in exchange for 30 seconds of advertisements I get like 100+ miles of driving range added during my trip to the mall or wherever. If I’m watching ads and still paying full price, that’s ridiculous
The irony is that the "not a car company" narrative only really took off once car sales started declining. The thesis doesnt lead the business, it follows the disappointments. If autonomy was always the real play why did the bull case for years revolve entirely around EV market dominance?
Heads up — just pushed an edit to widen the spreads. Was running too tight on some of the filters, which was leaving money on the table. Should give the scanner more room to surface higher-EV setups.
If you say so. I have no idea what Tesla is going to do, but I believe Elon is going to try his best to get that trillion dollars. Say what you will about their current position, but Tesla was the EV pioneer and perfected the supply chain and production process to the point where they are the only profitable EV maker outside of China. He's also grown SpaceX into a powerhouse. Will he do the same with new initiatives? I have no idea, but I wouldn't bet against him. The metrics he needs to reach to get his trillion dollar pay package are absurd. If he gets even close to those targets, TSLA will 10X from here.
You’re forgetting one very key factor, Elon Musk completely destroyed the brand. This, combined with the fact that other carmakers now offer EV options (personally I see a lot more new Hyundai and KIA EVs on the road then new Teslas), and you have not only a car company, but a shit car company.
To me, Enchem (348370) is the most undervalued Korean stock right now. With its recent sales contract with CATL totaling over $1 billion USD (https://cm.asiae.co.kr/en/article/2025122317041508167), it is expected to deliver significant growth in sales and profit for the next 5 years. But, its current stock price of 76,800 KRW is about 80% lower than its all-time high of 394,500 KRW recorded on April, 8, 2024. Why? Because it is one of the most heavily shorted stocks in the Korean stock market. As of February 23, 2026, it is second most shorted stock on KOSDAQ (https://data.krx.co.kr/). With the whole EV battery sector moving decisively higher since mid-2025, it is just matter of time for the short-sellers of Enchem to cover their short positions. When its price started moving higher, its momentum was explosive and it already happened more than three times in the last 6 months. In August (50%) and October (30%) of 2025 and January 2026 (65%), its price went up 30% to 65% within 5 trading days. You can look up Enchem’s stock price for the last 6 months and confirm it yourself. Enchem will announce its 2025 4Q earning on March 19, 2026. Please keep in mind that most of Enchem short-sellers will try to reduce their exposure before March 19, 2026, unless they are extremely stupid or courageous, depending on how see it.
Agree, the EV thesis has shifted, and many of Tesla’s new ambitions aren’t material yet. Long term, innovation and diversification could create real opportunities. Investors just need to separate hype from reality and focus on fundamentals and how the EV and energy markets evolve.
They might claim they are not a car company but what else do they actually sell and produce. I'm not talking about what they are promising in the future or what they are working on because for all we know those might not come to fruition or ever be sold on the market. Right now. Their main sale is their EV credits and cars. Their robot currently performs worse than the competition (compare them to Boston dynamics). Their self driving is good, but only on their cars so back to them being a car company. What else would you call Tesla if not a car company?
Tesla wasn't passed by BYD. It was passed by Lucid, Rivian, Mercedes, VW, Nissan... who all started creating competing cars, at the same time that overall demand for EV's is dropping. Tesla stopped innovating 5 years ago and Musk went on a right wing insanity march and tanked his own company. Tesla is headed towards Delorian territory. Meanwhile the stock trades at 100-200x earnings based on hope about space exploration and robots. Truth is that Musk will probably be able to engineer some kind of takeover or merger between Tesla, Space X, OpenAI, and maybe something else to capture the absurd valuation of Tesla. Definitely something to stay away from long or short.
It's a good thing TSLA is a Chinese EV company
Chinese EV's aren't well known to be all that decent to be honest... plenty of circulating videos for that the same way the world has shown that musks teslas are also mediocre... EV's in fairness are still sort of garbage regardless and not a useful way of helping the environment the amount of lobbying that has gone into EV's and such is wild, and we cry about OIL and such hah its all a game.
We've always had tariffs to protect industries or goods that are important to national security or particular sectors (think of chip technology or EVs). For example, you can buy an EV from China but it will be taxed (tariffed) at 100% when it is imported to the U.S. That tax (tariff) will be paid by you as the direct consumer or the company selling it to you, not China. Taxing your citizens just restricts trading to that particular country you put tariffs on because consumers will look for the cheapest price. It's mind boggling how people still don't understand this.
Congrats on having cash, otherwise you’d never been assigned. However, closing it out would have gained you a couple extra bucks on EV. It’s a negligible difference, just sell at open and hope it didn’t crash AH or Premarket
Move it to SPY’s. Tesla is going into a period of time where nobody can predict where the stock will go. Loyalists and speculators will tell you to hang in there. Rationalists/ pragmatists (who would have never invested in it and made loads of money), would tell you now is the time to dump it. The Chinese automobiles through Ford have a great chance of killing the US EV industry. Dumping the S and X and converting factories for robots are at a massive cost and huge adoption gamble. SPY’s have a great historical return. If they go to shit, the entire world has gone to shit.
Ferrari’s model relies on hocking their used cars and stuff no one wants (EV, SUV’s) onto their new customer base in order to secure placement for the cars they actually want. This worked in the past because the cars held their value so well it only cost the new owners a few thousand to move up the ladder. With the release of their SUV and plug in hybrids (SF90) the resale values have been hammered and no one wants to eat $500k depreciation loss in order to have the opportunity to pay $800 for a scuderia or whatever hot Ferrari comes out next. Also their prices have gone mental in the last 3 generations while, arguably, their cars have gotten less desirable. IMO if Ferrari came downmarket and went back to building actual authentic sports cars they would be killing it but they continue to push in the wrong direction, imo.
Racing is just one part. Main as you could imagine is car sales but also merchandise related. As all luxury brand they intentionally limit supply, order books filled for next 2 years, margins 20-30% not even comparable to other car manufacturers, the most relevant thing. They had EVs on agenda but rolled back from 4 to 2. One of those is Luce coming soon. No need to push on EV, see Porsche and their fiasco in segment. Ferrari is more conservative on these and don't jump on any hype train immediately. I also like that. Plus they provide conservative guidance on earnings and events which they most of time beat and complete before deadline. Market often misinterprets this just as the expectations on higher unit sales (again it's not a mass product like a Ford or VW so makes no sense to pull such lines). At the tend these open great buying opportunities just like the recent. I am shareholder and just learnt they increased dividend like 60%🤑💪
Revenue growth and guidance is good but they’re actually not selling as many units and are tapping into their pricing power to keep the money flowing. The interior design of the EV seems fine but we don’t know what the official exterior will look like, plus EVs have been infamously costly to manufacture so there might be some margin pressure there
people would rather get emotional about politics than actually give credit to someone that propelled the EV industry and contributed heavily to space exploration via spaceX
This was a loser. I paid $.90 debit for a 55/60/75/80 IC so max loss $0.90, max profit $4.10 so solid 4.6 reward to risk. Historically over last 12 Q, this setup would have paid the max 25% of the time, so expected value = $0.35. This was a cheap IV set-up with a high EV. Since I risk only a small % of my capital and do a lot of these trades, the law of averages works in my favor overtime. I'm mainly a long vol/long gamma trader so I'm more interested in total pnl, not win rates. I would do this trade again, even though it was a loser in this case, because when it hits, it more than makes up for the losers. Two big recent winners using this strategy were $COIN and $MSFT.
If you want a car with good software, Tesla. If you want a car that’s built like a car and don’t really care about software, then any other EV tbh. If you care about self driving, Tesla is also the way to go. Look up videos of people doing trips across country with a Tesla on FSD and how easy it was for them.
\> In some cases, shipments to the United States from elsewhere in Asia have still come from Chinese companies. Chinese firms have set up new factories outside of China to be able to export to the United States without paying the higher tariffs. China’s trade statistics show that, while its trade surplus with the United States has fallen, its trade surplus with the rest of the world has soared, Mr. Setser said. This supports my thesis. China is spreading out internationally, filling the void where we once might have had a role to play. The Chinese sphere is growing in Asia. Oh, and now they can sell EV cars in Canada, right in our backyard. US companies front loaded imports to avoid tariffs, and now we're going to burn through that inventory. Trump announced new tariffs after the Supreme Court decision, so we may not get tariff relief. Just a quick AI search on US jobs.. * **1.17 million** announced job cuts (Challenger, Gray & Christmas). * **13.8 million** layoffs and discharges (BLS JOLTS, Jan–Aug 2025). * **1.76 million** people laid off in December 2025 alone (BLS data). We've seen rising prices at the grocery store. Americans are getting laid off by either offshoring or AI. New grads can't get a job, and new job creation is at a record low. So who is going to buy all these higher priced imported things when no one has a job? The upper case K shaped economy will turn into a lower case k as it gets dragged down. Assuming we turn it around, we'll be repairing damage here while the world builds links elsewhere. A gradual declining empire in debt. It won't happen overnight, but a slow grinding decline.
Nah. There’s a reason most EV peeps don’t go back to ice cars. The maintenance is almost non existent
[Slate Auto | The Customizable EV That Works for You](https://www.slate.auto/en) I love their comparison against the 1985 Toyota truck.
I won big on Gamestop - bought in at 60 and sold at 330, for about $40k profit, which was a lot for my income at the time. Proceeded to never touch meme stocks again. Watched the movement curdle into a weird little cult... Paid cash for an EV and went on to NOT spend $3-5/gal for gas for 5 years straight... Kid's college account is also doing pretty great considering she's only 12. Can't imagine if I had fed all that money back into bullshit gambles and lost it all. Let alone whatever dumb shit OP is doing.
You want a Chevy Silverado EV. With the midgate down, you can haul 8 foot stuff.
if it was the first ever EV truck, the cybertruck would have been novel and a compelling collectible product. coming so late to the market, packed with Elon’s suspect public persona, it feels like a desperate act for relevance.
$20k for a brand new EV would be a great deal what are you smoking
Everything was a bit overblown back then, including EV and many renewables. The excitement is justified though. We are continuing to see increased renewables being integrated into power grids and EVs continue to grow in market share. Even with the current administration actively trying to sabotage the industry, the growth moves forward. We are not growing as fast as Europe, China, etc but please don't listen to the naysayers here. It's definitely not a good industry to invest in but in reality, outside of stock market influence, progress is unstoppable.
Is it considered EV+ to give yourself Autobrewery Syndrome? I could save a ton of money on beer this way.
KD - Price $12.79, Fwd P/E 3.7x, EV/EBITDA 3.4, Net Debt to EBITDA 0.7x, Just returning to revenue growth post the IBM split three years ago and they have two more years of continued margin expansion as low margin business signed under IBM rolls over and they renew it at higher margins. Their retention rate with existing customers is 95%. Their business is longterm contracts averaging 5 years. They have $1.3B of cash and their debt is rated investment grade. They have a $350M left on their stock buyback they can execute on the recent drop which would represent over 10% of outstanding shares. FCF this FY (FY26) will be about $350M and is expected to grow to over $1B in FY28 due to margin expansion. The accounting review issue announced during earnings release last week was a non-event as they released the 10Q earlier this week. A lot of shorts that rushed in on the accounting issue news will be on the wrong side of the trade. Long term (2 years), KD is a $40+/share stock. I am at about 5% of my portfolio with purchases during the recent drop and would like to take it up to 10%.
I approach stocks from a human race mindset perspective. EV's are sold to the public so sales are 100% influenced by public sentiment but AI is not. I believe EV's will stay a niche market ..not so with AI.
Lordstown and Nikola were scams even back then. Nikola never even made a running truck. They showed a video of one rolling down a hill and lied to investors about it. Lordstown never really made any cars at scale. I am not a Tesla fan or investor, probably would've been a good idea 10-15 years ago but I was not old enough to invest. However they were and still are clearly ahead of the technology curve with pretty much all manufacturers except Lucid and Rivian. Those are the only two I can think of that hold up to and beat Tesla in many ways but they're more expensive and have less dealer network and charging station support. So in the end if your shopping for an EV that can seriously take you everywhere without being stranded Tesla is still one of the only ones you can choose. I know a few manufacturers like Hyundai made it so their chargers can accept Tesla charging stations. People underestimate the moat they have in the charging network. Nobody else has invested in and built out such a thing. They're all relying on Tesla. One day legacy will figure it out but as long as they're still selling ICE vehicles alongside the electric offerings I don't think many of them will really beat Tesla. Porsche has good EV's and it still led to a 99% revenue decrease for them for 2025. I can't think of any other reason as to why Tesla is beating everyone at the EV game other than they got in early enough to study and perfect the tech they have. Autopilot is probably the best self driving we're going to get for a while.
that's because Canadian auto manufacturers were buying Tesla's excess EV credits.
Right? How does this shit get upvoted. I know Reddit thinks Elon=bad but Tesla has dominated the EV market for years. This is a stock subreddit and people arent being objective here.
Ford just unveiled their [UEV](https://www.caranddriver.com/news/a70390625/2028-ford-mid-size-electric-truck-details/) platform on Tuesday, which is a really good thing and it has the chance to be the first legacy EV made that's both competitive and profitable. The method they're using is exactly what Tesla first showed off on March 31, 2016, having hired a lot of the people that made that happen. So in about a year, you'll be able to buy a Ford that's as good as a 2018 Model 3.
Interest rates, inflation, and over valuation. During 2021 there was a ton of market hype and over-exuberance that caused EV stocks to explode. Once the bubble popped in 2022 due to interest rates and inflation most of those stocks never recovered with the only exception being Tesla. It was just a different time and when everything came down a lot of people on this sub that went into the hype of those companies got cratered when the 2022 Bear Market hit. A lot of people ended leaving the market and some were even top posters on this sub during that time that got a ton of engagement.
In the UK EV sales are dropping as electricity prices increased. Cost 700% more to run an EV than 15 years ago. People are buying diesels
Tesla isn’t priced by the market as an EV stock, so you can’t compare. And even in the EV sector, it would take a lot to be able to compete with what Tesla has been able to build. Already existing automobile manufacturers are probably better able to fill that demand. A company poised to help automotive companies fill that demand, without simultaneously taking on all other aspects of the vehicles, might be better positioned to profit from a switch to EVs. Just speculation. My first point is pretty key.
They are delusional. Simple as. Muskrat = bad so tesla is lost EV race. NVM that it is the only western manufacturer that actually turns a profit from EVs
The automobile business has not been a good business for investors really, aside from a few examples: Tesla (largely because Musk), Ferrari (ultra luxury brand that happens to make cars), Toyota and BYD. In 2020/21, because people thought there'd be an ev in every driveway, people thought every single EV company was the next Tesla. It was not. There were auto companies that had been bankrupt before that went public in 2020/21 that have already went bankrupt again. The most ridiculous thing was Arcimoto, a goofy 3-wheel car that absolutely soared. The conference call included a banjo concert on the founder's porch. It went to 0 no long after. "The reason I’m asking is because AI stocks right now feel kind of similar." The "Ev in every driveway" view that too many people had was never going to happen. It wasn't realistic on a lot of levels. Alphabet, Microsoft, Amazon, and Meta are going to spend over $600B this year - people could have bought all the beneficiaries over the last 2-3 years and done better than owning mega cap tech ex-nvda. People anticipated EV demand that didn't materialize to the degree they hoped; this will be a mountain of money thrown at building data centers. The fundamental demand - whether one agrees with it or not - is there. I don't believe there was one mega cap tech capex announcement recently that wasn't significantly above where analysts estimated. "big narratives," There were a lot of narratives that people bought into in 2020 that they shouldn't have bought into to begin with including EVs - Evs don't change the fact that the auto industry isn't a good industry and Musk has said as much about the difficulty of the industry over the years. There still needs to be more investment in charging infrastructure. Rivian went public at a $100B valuation before selling a car and will probably never get back to the highs. People taking Beyond Meat to nearly $250 was also ridiculous.
Mate you're absolutely mental going back in after that earnings play but I respect the conviction 🔥 HTZ clearing those EV write-downs while Avis is still drowning in them does make sense though - might actually be onto something here 💀
How on Earth do you figure Tesla lost the EV race? That's just ridiculous
I was being dumb and maximizing EV for the lolz. But 3 months is just 2% of its life cycle if they come out every 13 years. You'd give up 2% of fun for a decent change to get some alpha. But I was being kinda sarcastic and "funny"
Having the best selling EV and the only profitable EV maker in the world = losing the EV race? Lol
Expected. Avis just took the balance sheet hit for EV depreciation. They are 2 years behind HTZ. Bullish.
There's a bit of a YOLO to the options but I gave them 3 weeks post earnings. I expected Avis to drop today. They are 2 years behind HTZ in offloading EV depreciation from their balance sheet.
Um . Y'all definitely must've not seen this https://youtu.be/izB1gV9FZQQ?si=EV9bosYbUHYA7Vja
https://youtu.be/izB1gV9FZQQ?si=EV9bosYbUHYA7Vja
I'm going to assume y'all haven't seen this https://youtu.be/izB1gV9FZQQ?si=EV9bosYbUHYA7Vja
Pump and dump SPAC stocks that don’t have any real product and have just been selling investors CGI pictures and management snake oil. Look what happened to all the EV SPAC stocks a few years ago. Same thing is happening now in nuclear.
Tesla cheat code: EV competition and sales collapse? -> nvm we are an energy company Negligible energy revenue and meaningless solar growth? -> nvm we are producing Dojo semiconductor chips Chip competition and no GPU growth? -> nvm we are an AI company AI competition and horrendous scalability? -> nvm we are a Robotaxi business Robotaxi competition and failure of launching FSD? -> nvm we are a robotics company Optimus failure and capex destruction? -> nvm we are a space conglomerate Rinse and repeat forever 🤡
"Way ahead" is a stretch. Don’t mistake LED-lit skyscrapers and EV touchscreens for foundational innovation. The U.S. still dominates the sectors that actually define the future like AI, defense, space, and global tech where the revolution is American-led; China is largely playing catch-up. U.S. R&D and integrated systems still remain the gold standard. US aging infrastructure isn't a lack of capability—it’s by design. It's the direct result of auto and oil industries lobbying to keep Americans car-dependent and real estate developers wanting to make a quick buck out of suburban subdivisions. The only area where the U.S. is TRULY stumbling is soft power, and that's largely due to their own internal politics, not a lack of technical or military superiority.
I'm loving Apple's moves re: AI. It kinda reminds me of when all the car companies were jumping into EV manufacturing, but Toyota focused on hybrids instead, and everyone said they would be left in the dust. Nope, quite the opposite. Apple has proven over and over that with the right aesthetic and branding, its ok to be 'late to the party.'
half these space companies dont even have revenue yet lol. feels like 2021 EV hype all over again but with rockets
Imagine how dumb you would have to be to vote for trump if you just landed a job at a EV battery plant. I feel for those that lost their jobs who voted for Harris.
I kind of think this too. However, the possibility of their being 10 different companies all will cool cars and different modes of transport is very real possibility. A company that aggregates all those into app is a very simple solution; and a cool solution. Open up the Uber app, should I take a Waymo, a Tesla, Chinese EV, ooo Fords got a new one. Who’s closer, who’s cheaper, etc. seems very plausible.
EV's have obvious benefits, but concerns about how they impact 5% of a driver's daily use is a valid concern. You've provided examples of where EVs are better than ICE, but the only thing you've said to actually address the particular pain point is, "airline flights are cheap." Yes, better mileage is a great thing. But people are acclimated to paying these gas prices. Charging on longer trips is an unknown, so that pain point becomes more daunting. And this article is about Ford voluntarily amplifying that pain point. All of those benefits of EVs that you mentioned still exist even if they don't reduce battery size and magnify the pain point. So as someone who wants to see EV's succeed, it's weird how badly you want to defend a business decision that will turn some people away from EVs. >I'm still saving money compared to any other $100k ICEV. Surely you understand that you're not comparing apples to apples. If you buy the same class of ICE vehicle and EV vehicle, they're not the same price point. To get the same price point you have to get drastically different types or ages of vehicles. People don't say I'm going to spend $100,000 and I'll take anything within that price point. People shop for particular styles of vehicles.
>The price of a vehicle is absolutely relevant It isn't. But I'll bite. What are you going to say if I said I spent $100k on an EV? Whats your argument there? Because I'm still saving money compared to any other $100k ICEV. >Who the fuck is this a selling point for? A lot of people like to drive fast? A selling point is still a selling point. Its up to the consumer to see if it matters to them or not. >How much do I have to spend to even make it functional for 95% of my daily use? Just as I thought. You literally do not know jack shit about EVs. This will be my last message because again, I'm trying to describe a rainbow to a blind person. With EVs you get better mileage, thus saving more money, you get better performance, you don't waste time gassing up, and you dont waste time getting your oil changed. With EVs there are 3 tiers of chargine. 1st tier is your standard 3 prong plug. You dont need to spend ANY money getting this set up and you maybe shell out $100-$150 to buy the charger itself. Thats it. Nothing more than that is needed. Tier 2 requires about $600-1000, but you can charge from 0-100% in about 6-10 hours. Worth it if you commute a shit ton each day. Still saves you money in the long run. Reply if you want, I'm done speaking to low IQ'd individuals who think they know what theyre talking about.
The price of a vehicle is absolutely relevant. It doesn't matter that you can get a used EV for the same price as a brand new ICE vehicle. People care about how new it is, the model, class, etc. >bigger bang for my buck too since the average EV is much faster Who the fuck is this a selling point for? You mean to tell me I can get up to 30 mph faster in this thing? I'm fucking sold. And let's not forget that people's homes aren't equipped to charge these vehicles. So it's not even good for 95% of the time. It's good for 0% of the time. How much do I have to spend to even make it functional for 95% of my daily use?
Irrelevant as I chose to buy a new one. You can find used EVs for $15-30k. Price of a car is irrelevant since it isn't a universal car. If I paid for a $100k EV, I'd still be saving more money than a $100k ICE car and I would be getting a bigger bang for my buck too since the average EV is much faster than an average ICEV.
100% of the time? Wdym? Having to gas up every week or every other week is a huge pain in the ass. Ever since I switched to an EV, I never have to gas up at a gas station. It's a HUGE convenience to do it all at home. I get to save money every second I drive. My effective MPG is around 120 MPG. Thats about 5-7x as efficient as an ICE car. Sit down baby boo. If you never drove an EV and don't understand it's convenience, it'd be like me trying to describe a rainbow to a blind person.
Range is pretty important since real world performance often doesnt match stated range. Also a lot of people looking at evs don't own a home and therefore may not have access to level 2 charging at home. As an EV owner, even I need to public chargers I find a lot of times they're down, in use, not charging at stated rate, etc
Altria Group buying Juul at the worst moment gives me Ford doing stupid EV shit at the worst moment vibes.
WSJ: Ford Takes $19.5 Billion Hit in Detroit’s Biggest EV Bust [https://www.wsj.com/business/autos/ford-takes-19-5-billion-charge-to-write-down-ev-investments-333a9bc4?st=Mi6d8R&reflink=article\_copyURL\_share](https://www.wsj.com/business/autos/ford-takes-19-5-billion-charge-to-write-down-ev-investments-333a9bc4?st=Mi6d8R&reflink=article_copyURL_share) What a joke of a company!
half these companies have zero revenue and insane multiples. feels like 2021 EV hype all over again
The *but the AMZN EV/EBITDA is only 13x* pump
I trade a significant amount of options -- you can check my post history lol. Puts go up in value when the price goes down, I am very well aware. I'm saying it's a poor idea to buy puts after things have already dropped - as on a risk adjusted term the EV turns negative from positive.
I cannot wait to import a Chinese EV and just rub it in their faces.
Good idea in theory but the spread and liquidity on those are crap while TLT spreads and liquidity are excellent. Options on anything with low liquidity makes them almost always -EV
Tesla bro’s: yeah sales dropped 22% in January, but Tesla gained market share as other car makers are fleeing the EV market!
AEHR. Used to be pure EV play but wafer level testing will change the landscape of AI chip manufacturing forever
Using some screeners, I found a couple high margin growth stocks that are basically unheard of. Forgive me for my wording I'm basically half asleep but I can answer any questions y'all have. The first is **VICR**. Vicor Corporation designs, licenses, and manufactures semiconductors that convert 48v electric currents to smaller voltages and vice versa. For a whole host of reasons that involve stuff like electrical resistance and heat dissipation this is extremely valuable and remember, electrical resistance is released as heat. Their power modules are valuable for high performance compute because modern accelerators need high current, low voltage electricity, and their chips hugely reduce the amount of electricity lost to heat, which is critical for high density dies where heat and electric current is everything. Their modules are also used in everything from electric cars where converting the high voltage EV battery to a lower voltage 12v that car electronics can run on, thus not needing a lead acid battery, while simultaneously reducing the weight and gauge of copper wiring harnesses in EVs by as much as 85%. They are also useful in satellites, where reducing power losses to heat is critical since satellites obviously can't rely on air to transfer heat energy to. And they recently won a court case regarding patent infringement, so their moat has increased massively, and are due for more royalty payments which is basically free money. The second is **ERII**. Energy Recovery Inc manufactures pressure exchanger technology that are able to be added to cyclical-high pressure systems, primarily desalination plants and CO2 refrigeration systems. Both require very high pressure liquid and gas respectively, and their devices can be added on to the part of systems after the "high pressure" part is no longer needed to transfer that energy back to the beginning of the cycle, thus massively increasing efficiency. Their pressure exchangers can run in desalination plants for 30 years before maintenance is needed, and can reduce energy needs in desalination plants by 60%. CO2 refrigeration is also gaining market share worldwide for large systems due to energy efficiencies and not using harmful refrigerants that can escape in the atmosphere. Both of these companies are profitable and have over 50% gross margins in industries that I can only see as being stable or growing in the long term.
Coca-Cola EV/EBITDA will approach RDDT's if it the floor is 100-120
““We believe that these great Canadian champions can partner with Chinese EV companies to make a Canadian-Chinese car to export it around the world,” Joly told Bloomberg News. ”
They will after all these piss poor excuses for an EV (minus the Mach-E it’s the only semi decent product they have put out in the last 2 decades)
Jahaha how many times do I need to tell on this sub, no EV stocks People never pay attention to the negative calls! they only like hypes That's the problem
I assume they meant scalping because cracking packs is generally negative EV.
Nice EV/EBITDA for the stock
When these companies wanted cheap labor we signed NAFTA and let China join the world trade Organization now I want a chap EV I have to pay 200% tax on it.
Consumers are poo-pooing at high prices, until a mass affordable EV becomes viable for the middle class, ev stocks arent attractive until then imo
Legit question, what tax breaks do American car companies get for ICE vehicles? EV tax credits are phased out at this point
Yeah very few people would be buying Teslas without the $7500 EV tax credit made leases pretty cheap. Also the SpaceX/AI BS will be heavily dependent on govt contracts. Therea a reason he paid quarter billion to get Donny elected.