EV
Mast Global Battery Recycling & Production ETF
Mentions (24Hr)
30.77% Today
Reddit Posts
I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues
Mentions
Elon torpedoed Tesla's dominance by openly giving the finger to his core customer base. Rivian is well positioned to take that market share and anectdotally, I'm seeing a bunch of new rivians driving around the SF Bay area. Definitely more Rivians than Cybertrucks, electric F-150s, etc. With Rivian taking the luxury electric truck market, and that new company bezoz has a hand in that is trying to make cheap electric trucks, he's got a stake in both the high and low end of EV trucks.
True but does that justify a 90% concentration in his personal equity portfolio? Having a patnership is one thing, but being all-in on a speculative EV play in 2026 feels like more than just a delivery van deal
Just sell a 1/2 or a 1/3 of it if theres peak retail mania. Hold the rest. If you look at all the other space stocks they are way over valued by any metric. But SpaceX is the gorilla by a long shot and on top of that Musk is consolidating his companies into a mega conglomerate. X, xAI, SpaceX and Tesla becoming a “robotic” company will also merge at some point. Why because that is the selling point to institutional buyers loaded with a flailing EV company stock. It’s also the only way Musk can bring up Tesla market cap up enough to earn that 1T in incentives. This is about the Musk Inc. conglomerate and why it’s valued so high. If I had the shares I would see how high it’ll go at IPO. I believe most people will dump the ASTS LUNR etc. to buy SpaceX and the same with TSLA/musk fanboys that many market orders hitting will punch it. Sell some and then wait for the TSLA merger and probably sell it at that peak before the merger. Don’t wait till after cause there will be a dump afterwards.
How dare they not suck up to the billionaire cry baby, and support a union? Tesla would not exist if not for Obama's climate policies. For a majority of their existance, the only way Tesla returned any profits was because of the climate credits that other automakers bought from Tesla. Then this bozo helps elect a clown that doesn't believe in climate change and cancels EV credits. Please spare us from your Musk and green new deal BS.
The best selling EV in China in 2026 is the Geely Galaxy Xingyuan. In 2025 it was also the Geely Galaxy Xingyuan. #2 is the BYD Song, #3 is the BYD Seagull #4 is the Wuling Mini EV. #5 is Xiaomi SU7. Which is just an amazing car and far exceeds anything from Tesla. #6 is the BYD Qin Plus. #7 is the Nissan Slyphy. Pretty crappy car actually and not nearly as good as the Chinese made cars. #8 is the BYD Qin L. #9 is the Geely Xingyue L. #10 is the VW Lavida. Another example of where there are several China brands that are far superior.
Most electricity is still produced with oil, so electricity prices are high! An EV will be my next vehicle, but I hope I can wait 5 years until I need a new vehicle
Getting ready to drive around in my EV with window open, arm out jauntily. Gonna have the smuggest look in the world on my face. My drive around gas station pumps and laugh at people performatively.
It's an eight year old platform, changing what you bolt to it doesn't change that. If you sit in a GLC EV and then in a Y you can tell the age.
Thanks, Yes, I like the chapter five of Positional Options Trading by Sinclair, covering positive EV trades. Likewise, Bennett's articulation of basics is good 👍🏻
Yes. Elon is public enemy number 1 because…wait for it…..he voted against the Democrats. Before then, he was adored and admired. Tesla still makes the best EV on the market and is close to solving FSD. Optimus is hit or miss. We’ll see what happens.
Wow. You are so out of touch, it's actually not sad, but funny. Imagine thinking that everyone can just choose to give up gas vehicles for EVs. Have you looked at the average sale price of an EV? Do you know what the average American has in terms of disposable income?
Thanks for your reply. For any retail/semi-pro, sure. On average, this is probably best. But overpaying for time value would erode your trading PnL quite significantly in any professional setting. Just think about ATM situations with high theta, little time to maturity, and your subjective probability being less vs. Market’s. It’s sometimes a strictly negative EV trade.
He is narcissistic sociopath, it was well known before elections and american people still decided to pick him for the SECOND term. I mean I knew we were fucked, I just didn't realize how bad. In one year he managed to alienate every country except for Israel. Then start a war that single handedly doubled price of oil and might do even more. On the bright side I feel like there's going to be massive adaptation of renewables and EV's immediately after, US is no longer stable and reliable ally and behaves more and more like rogue nation. It's going to be painfull but the quicker we stop being dependent on imported energy the better it is for us and the world.
Yeah so much EV choice now, no need to carry the Elon baggage.
Separating the political impact and Elon impact on the price of a stock is naive though. Elon's political stance is one of the primary reasons the rest of the world has basically stopped buying Tesla vehicles and set their sights on Chinese brands like BYD and Xaomi. As someone that has traveled to the EU and Asia recently, I don't think you realize how good those Chinese vehicles are compared to Teslas for a fraction of the price. The only reason Tesla is still relevant is US protectionism and the fact that companies like BYD etc. are still building out their supply chains worldwide. There is no universe where Tesla is going to win this EV game long term.
So my QoL on the road goes up drastically (have an EV) but my port goes down by an equal or greater amount…
respect the conviction, genuinely. but this is a stock analysis thread so ill keep it in that lane - the political stuff isnt really what im here to argue either way.what i will say from a pure investment standpoint is that the elon risk is actually a real factor in the bear thesis, just not for the reasons most people fight about. brand damage in europe is measurable, tesla sales in germany and norway dropped significantly while the broader EV market grew. thats not politics, thats revenue. california registrations have been soft too. whether you think the backlash is justified or not is irrelevant, the consumer behavior data is what it is and it shows up in delivery numbers. so ironically the "elon factor" is probably one of the more legitimate fundamental risks to the stock right now alongside the valuation stuff. its just not something most analysts want to put in a model because its hard to quantify. but lost brand equity in your highest-margin markets is a real problem.anyway, not here to tell anyone where to put their money based on anything other than numbers. you do you.
Options have negative EV. All asset classes have huge tail winds of automatic buying or from inflation.
He has also single-handedly put the EV market in the U.S. into a coma because so many people associate him with electric cars.
Don't get your hopes up, both the White House and a congressman are trying to stop EVs, hybrids and renewables within the US. Last month while things were exploding in the Gulf region, a congressman of Missouri proposed an annual tax on EVs and hybrids to discourage people from trying to avoid high gas prices: https://arstechnica.com/cars/2026/03/republicans-in-congress-add-250-annual-federal-ev-tax-to-transport-bill/ > That last one had the effect of bringing forward sales from people who needed an EV and knew the credit was expiring at the end of last September, leading to a rosy-looking Q3 2025 followed by a rather bad Q4. Things got even worse this year—in January just 5.1 percent of all new vehicles sold were EVs, compared to 8.3 percent in January 2025. But the government’s antipathy toward EVs isn’t done yet. House Transportation and Infrastructure Committee Chair Sam Graves (R-Mo.) wants to include an **annual $250 tax on EV drivers—hybrids would also pay $100 a year**—in an upcoming bill. Also in that same month, TotalEnergies was paid $1 billion by the US to abandon renewable energy projects and instead invest in hydrocarbons: https://arstechnica.com/science/2026/03/trumps-latest-anti-wind-effort-pay-companies-to-abandon-offshore-leases/
My parents got tired of the high electric bills (+50% since last year, thanks AI datacenters) and the high gas price has pushed them to pay for rooftop solar, batteries for the solar panels and an $8K used EV that is powered by the solar+battery. They're estimating that their electric utility usage will go down by over half and they will never have to worry about gas prices again. And if the gas prices plummet, they still have an indestructible 2008 Toyota Camry to sell back more electricity to the grid.
Fermented milk isn't going to get me to buy an EV.
No. 92% of active traders unperform buy & hold of the S&P500. Trading is negative EV
Everybody hates Tesla until they're shopping for an affordable EV in Europe.
No kidding. I ain't giving up my truck if gas is $20 a gallon... Might drive less though. Imagine being a poor ghey with some EV tin can?? Your dick would invert
Big winner from all this shit is EV vehicles, expect a big increase in demand in 2026
I actually think you're cherry-picking the timelines. Sure, Elon sets crazy deadlines and misses a lot of them, but the big picture is Tesla's still dominating EVs, FSD is getting real miles of unsupervised driving, and Optimus is already doing useful factory tasks. Roadster was always a halo car, not a 2018 product. The guy's delivered reusable rockets, the best-selling EV for years, and a robotaxi network that's actually launching this year. Misses happen when you're pushing the frontier, most car companies wouldn't even try. The hype gets people excited, but the execution's there when it counts. Keep it rspectful, and focus on the wins instead of defending every missed date.
If people travel overseas and see the quality Chinese EV, they would dump Tesla immediately. That company will only survive with government intervention.
The quicker the people switch to EV s the quicker we will escape these lunatics throwing bombs everywhere to increase profits for the mega billionaires They not going to be able to bomb the sun when all cars wine electric
So ... if the UAE are declaring the Strait closed for Iran bound ships they are the superpower? Or Oman? They shot one plane down in tens of thousands of bombing runs. Just because you don´t see the results of those in the media it doesn´t mean nothing has happened in Iran. That´s just what they want to portray. So yeah. If if for you it looks like Iran is "the superpower" bet on it. People thought OPEN would be a new housing market superpower. People thought Enron was a money machine when it was a hollow, corrupted husk and people thought (some still think) Tesla wasn´t IN the EV market but WAS the EV market. I don´t buy this. And I think people severely underestimate - in this day and age - the rage of a megalomaniac sociopath supposedly being humiliated. Either the iranians deliver or we won´t believe our eyes.
Yes a blip in gas prices is going to reverse the epic plunge in car sales over the past 4+ quarters despite their offerings getting more and more outdated and the EV subsidies going away haha
Well it’s a perfect Storm for Elon now. They dominate the US EV market. And gas is up with no end in sight soon. Tesla stock is about to boom.
The EV company that went down in a oil crisis? 🤔
FSD approved in Netherlands and may get EU approval, cheaper EV “coming soon”.
JBHT gonna get JB Hurt Double whammy of tariffs and now guidance for next quarter and probably rest of the year going to be torpedo by giant fleet of diesel trucks and nowhere to run thanks to their Electric Semi? LMAO mentality. Hope they enjoy watching Watt EV feasting on their profitable West Coast lanes. Triple cucked because their intermodal business depends on that same diesel both in the drayage trucks themselves, and in the trains that pull the containers cross-country. Intermodal trucking in general is one of the most regarded industries in existence, riddled with idiot small time local operators who are their own worst enemies.
Seems a no-brainer? A reasonable P/E, its got its fingers into both EV charging and general shift-to-renewables electrification, plus its a big Robotics company, and nothing is as filled with future potential as robotics these days, AND its not in the US (so avoiding the rollercoaster of politics) but its even in good-old-neutral SWITZERLAND. Plus the chart fills me with happy feelings. No, its not Palantir or Tesla, but there is something to be said for a company where the CEO is not a political figure. Am I mad to think these guys are the *next big(ish) thing*?
Laughs in full EV. https://preview.redd.it/nnqwn6slncug1.jpeg?width=96&format=pjpg&auto=webp&s=1f336cdb6b3a0f21c78fb5fdc8e77e0269f26570
It's overpriced for its current profit level and EV growth potential, so it depends on whether you like their growth potential in other areas.
It's days like today I wonder if all of this is engineered, why would we care about oil if we had electric? oh but we cut the EV credits, who did this you may ask? the same guy trying to fiddle straights.
It is true that he himself achieved nothing directly. He didnt invent any of that. But yet he runs companies and has workers under him that did. I think he is a terrible person and hate towards him is genuinely warranted. (I despite him for what he did for twitter and the racists messages he spreads, he is borderline a white supremacists) But theres absolutely an underlying ability within him to direct capital where it needs to be at to spawn innovation. The EV revolution, reusable rockets and LEO internet is not a mere accident.
Why would anybody buy an EV that can't be battery swapped? Nothing like getting stuck with battery tech or expensive repairs. Where do I sign lol
What Nano has is abosolutely proprietrary. Right now, 95% of Cathode Material is produced in China. The process is costly. The process is dirty, with more waste product than product. But China doesn't care. There is a VERY strong political move to onshore critical infrastructure. We saw it in chips, and now it's happening in battery production. The ramp up for the world's battery needs is dramatic, and we are at the precipice of batteries being front and centre everywhere. People just think EV's, but actually battery storage will outstrip EV's soon enough. Nano's technology, now proven at commercial scale, is 100% clean 30% cheaper than the Chinese method, and can produce 10x the output of cathode material in the same footprint as the Chinese plant. So for Capex, but a plant 1/10 the size and get the same output. It's a no-brainer win. Additionally, the Chinese method would not come close to passing environmental laws in pretty much anywhere else in the world. So who believes in Nano's tech? How about Worley, one of the biggest engineering firms in the world, who are the people who plan and build the multi-billion dollar plants all over the world. For the past year, Worley has done all the engineering to built the Nano-based plants, with the end user saving in the neighbourhood of 40million of engineering fees and 2 years of planning/engineering. All they need to do is scale the plant to the size they want, and the plans are now there. So it's a fair question as to why the stock chart is so lousy. That's because there is a huge difference between building something new in the lab, and then proving it at commercial scale. This alone is a multi year process, also which is now completed. Then there are well over a dozen NDA's with automotive Ev builders, some going back to 2018. Even back then, CEO Dan Blondal stated: " > I think it would be a safe assumption that there have been many more added since.The current number is almost certainly higher than ten given the company's expanded partnerships with Sumitomo Metal Mining, Rio Tinto, Worley, and its growing customer pipeline targeting first commercial deals by end of THIS year. Stocks that are pre-revenue live or die by excitement. Any boring or quiet period, when commercial viability is being tested, or NDA's, which by their nature require silence, lead to a period where people lose interest. It happens, but this has nothing to do with the prospects. Nano, imho, is now on the cusp of "bringing it all together" with Worley. I expect the extended quiet period is about to come to and end. What Nano has is real, and they've now got the clout with some extremely big partners to make it happen.
I actually also own an EV and a Plug-in Hybrid and I originally bought the Chargepoint stock because I own one of their Flex Chargers at home and my work also has Chargepoint chargers as well as most of the dealerships near me. I bought the Volta stock because they had a different type of business model where they sold advertisements on their machines but charging was free. I don't really know why I bought the EVGo stock, I think I was just on a EV high at the time.
That’s a pretty common bear case I’ve been hearing, but I think it’s a bit more mixed in reality. If SpaceX ever goes public, yeah you’ll probably see some capital rotation and hype crowd overlap — but those are also two very different assets with different investor bases. I don’t think it automatically means forced selling in Tesla. On deliveries, it’s true Tesla isn’t in a straight-line growth phase anymore, but EV demand overall is slowing and competitive pressure is rising everywhere, not just China. So I’d frame it more as “maturing cycle” than a breakdown. And on robots I’d agree there’s no meaningful consumer humanoid revenue yet. That part is still very early and mostly optionality pricing. The bigger question for me is still margins, autonomy progress, and whether they can re-rate as more than just an EV company. Everything else is narrative until it shows up in numbers.
Do you own an EV? I do. I own an EV and a plug in hybrid which is basically just an EV with a low range and a gas engine as backup, so 1.5 EVs, and I’ve only ever used a public charger 2x. I’ve owned those cars for 3 years now. Everyone I know who owns EVs also owns hybrids or gas vehicles for road trips, save one person. Most people just charge at home. I’d never buy stock in this and I’m an EV owner; I don’t think any of us would.
Between 4-12kWh of energy is used for each gallon of “petrol” or “gas” refining, a good small EV can do 40 miles on that. If we have the grid capacity for that we have enough for EVs. And really, if you actually think about it for a minute, the average person driving 40 mi isn't going to need a charge every night. And if they do charge every night they only need to replenish a couple kWh, meaning they can charge at a very low rate.
Too many people thought that gas stations were done for but look at something like CHPT in recent years and look at CASY up 250% in the last 5 years. Gas stations are making money and have the money to finance EV charging stations if they thought the interest was there and there are people there. You have these EV charging stations that aren't manned and then how many of them are out of order, people taking the copper, etc? As someone else said, gas stations make a lot of their money on C-store aspects: EV charging has none of that. Does the unmanned charging station model even really work as a sustainable business? Sorry you haven't done well with these names. If you buy something and 3-6 months go by and the stock isn't working, I'd re-assess at that point. 3 years is too long.
I am not sure why everyone thinks the Self-driving taxi show is going to be such a huge earner for Tesla, How many millionaire taxi drivers are there ? Having self driving taxis is not going to be a huge earner for Tesla. A number of people will take one of these to ride around in just for the novelty of it initially and then stop. Musk really blew it by trying to get involved in divisive politics. As a business you want to be completely apolitical. The odd thing about all of this is it was largely Democrats who bought the Teslas in the first place so to completely alienate that market segment was not the best commercial. and the. And then to start interfering in European politics as well. when Europe was the main Tesla market again is not the best move. It is a real shame that the Tesla brand is now tainted in the minds of many people who have the funds to buy an EV
the problem was never EV adoption, it was always unit economics.. these companies burn cash per charge and can't scale to profitability before the runway runs out, classic "right theme, wrong stock" trap
The only EV charging company that produces a good revenue stream is Tesla.
Sounds like you just learned a hard lesson about why picking individual stocks is so difficult. I don't know anything about the EV industry, so I don't have an answer to your question. But I do have a question for you: what is your uncle point? In other words, how much of a loss or how long are you willing to wait before you give up?
I'd say it's 30% being smart enough to see the way the world is headed, 20% being zin or emotionally numb, and 50% luck. At least for me, smarter people can probably lower the amount of luck required. I turned $20k into $400k with SPACs and GME. This wasn't predicting the future, this was 100% luck. I then put $100k into blackberry (they were going to be the cybersecurity of the EV world!!!!), $100k into a biotech that I'm too embarrassed to name, $100k into shit I literally don't remember, and $100k into ASTS. BB did nothing. The biotech crashed 70%, but I still loved it for some reason, sold half my ASTS to buy more. Like I said, I don't even remember the last $100k of stuff, so those were clearly failures. The biotech crashed another 50%. ASTS fell from the $20s down to the $2s. My $400k was almost back to the $20k I started with. For better or worse, I am stubborn, and held that ASTS until it turned back around. There are a dozen points in this story where you could say I fucked up. Some would say it started when I gambled with SPACs/GME. Or when I found myself with $400k, why didn't I immediately put it all in the SP500? Or better yet, put it all in ASTS? There is probably an alternate reality where ASTS failed, and I ended up with nothing. Or maybe there is a reality where my biotech succeeded and I retired at 32 years old. Or if I wanted to go back further through my life's missteps - I also used thousands of bitcoins to buy drugs when I was younger. And held 4.2 million dogecoin at one point when it first came out. The conclusion I arrived at is that looking back for "what could have been" doesn't usually do you many favors. Look forward and try to find those good stocks - but do not assume you have all the information to accurately predict what is a very complicated future. You could go all-in on a good company and end up with nothing. Meanwhile some people go all-in on bad companies and walk away filthy rich! Life is chaotic. Some people are crazy intelligent, some are crazy lucky, a select few are both. But the only way to know for sure who is under what category is hindsight, and that doesn't guarantee the same results in the future.
Because they are trying to do with robots what they did with EV’s. Ship them out of the factory for an “affordable” price, waaaay ahead of the competition. They slowly they start to catch up, like what happened with EV’s. Came out first, accessible until China catches up.
BYD recently announced their hyper-fast EV charging tech breakthrough. Can charge an EV in under 5 minutes. I wonder if this is a factor? https://www.wired.com/story/how-byds-ev-charger-got-even-faster-and-it-might-not-matter-as-much-as-you-think/
With the shift to EV it seems this might be temporary but it also depends on the competition and if Tesla can gain more market share
I personally would not buy three companies in the same sector let alone a niche sector… Tesla also dominates the charging game with their own charge stations. Also, the current administration could give a rats ass about EVs let alone anything remotely near “ clean energy” . I don’t know the numbers on growing EV market share but I doubt it’s anything good. You are pissing against the wind and I don’t think wind even cares to blow in that direction.
Blink , Tho they ain't performing well. But, I believe their business model would make them the first profitable EV charging company.
Most people just charge at home or at their office. On top of that, if you use the charging stations as an analogy to a gas station, the gas part is low margin. Gas stations actually make money from the convenience store side of things. On top of that, EV sales aren't as high in the US compared to the rest of the world. Hybrids are doing really well here.
The $TSLA slide reflects broader EV demand concerns and production margins. When a stock breaks key support levels on high volume, it often signals a shift from "noise" to a trend. Many are watching the next delivery report to see if the valuation can hold. Neutral eyes only.
Sure and the EV and self driving narrative was compelling - until you found out they aren't the only players in the game, and not even the leaders really. You know what, same is true with robotics and robotaxi. Fool me once, shame on you; fool me twice...
Since I can't post screenshots I just did a quick Google search and copy and pasted the results. Tesla sales jump in Europe and korea +5 South Korea's EV sales jump, hinting at end to market slump ...Tesla sales surged in March 2026, with registrations jumping 330% in South Korea and over 315% in Germany, driven by aggressive price cuts on Model 3/Y and increased incentives. Tesla became the top imported car brand in Korea, while strong European gains (e.g., +200% in France) show a rebound. evdance evdance +3 Tesla Sales Highlights South Korea: March sales rose 330% to 11,134 vehicles, making Tesla the top imported car brand, surpassing BMW and Mercedes-Benz. Key drivers included price reductions for China-made Model Y/3 and early government subsidies. Europe: In Germany, registrations rose 315% in March to 9,252 vehicles. Regional Growth: Other European markets showed strong growth in March, with French registrations increasing over 200%, alongside significant gains in Denmark, Norway, and Sweden.
ThTs where the money will be next! They will spawn robots like they did with the firsts EV, and I’ll expect another cycle. They will be the first ones because of mass production to reduce price, until China catches up and they will have to pivot somewhere else.
They are positioning for the robots! That where the money’s at next! EV’s dead because of china.
Wait until they start spawning robots like they spawned EV’s, i hope the stock tanks so I can load up!
To paraphrase Jonathan Swift... >You can't reason the market out of a valuation that it didn't reason itself into. TSLA's valuation wasn't based on car deliveries or EV sector news. It's not based on "being a car company", as we've all been told. So why blame bad car news for the stock price decline when Musk has told us over and over that car deliveries shouldn't be what drives their valuation?
Tesla will tank when spaceX goes public. A lot of the same retail investors are the ones who will be interested and they need money from somewhere. Smart money is getting out before that, also Tesla's EV deliveries are down again with China models being just as good. No personal robots in sight either.
No, fuck that company. Aside for the owner being a literal Nazi they've moved on from their core mission. They're an EV company that doesn't want to make EVs.
I strongly disagree with your assessment, and I think that you're missing the big picture here. I think it shows a bit of delusion to believe that the wealthiest man in the world is actually "bad at business" and can't deliver on his promises. On the contrary, the reason he got so rich is because he \*has\* delivered on the majority of his promises- at least the large, structural, business-side when it comes to profitability. One important thing to keep in mind is that Elon Musk is not an inventor or worker, he's a highly technical investor. He's a businessman that's willing to take financial risks based on his understanding of a market. How many times have you heard of companies that have employees that come up with innovative ideas, only to have upper management squash them because it would require shifting the company's focus or change the way they do things? The ideas were there, but upper management was too risk-averse. Do you think that engineers at GM never thought of revisiting electric vehicles after the EV1, or rocket scientists at Boeing/Lockheed Martin never thought of developing new, cheaper rockets instead of rehashing the expensive Atlas/Delta rockets? Back in the mid 2000s, Elon claimed that the EV market was going to see a large expansion in the coming years due to the availability of cheap lithium ion batteries used in laptops and e-cigs, and that Tesla was positioned to reap the benefits of this. He was right- Tesla massively grew and became the world's largest EV producer. There were some minor promises such as the rollout of "full self driving" that didn't meet deadlines, but that is minor compared to the overall growth and profitability of the company. Likewise, with SpaceX he made some extremely bold claims about their ability to make reusable rockets and their ability to undercut the established defense contractors that were price gouging the government. It isn't that reusable or re-landable rockets were never made before, it's that they didn't save money and nobody wanted to take the financial risk developing them. Fast forward 20 years and SpaceX's reusable Falcon 9 is absolutely dominant, launching about 80% of mankind's mass into orbit and 2/3rds of NASA launches. As a business, they're in a fantastic position. So what he's doing is not a con or a grift- he's actually succeeding at taking ideas that work and successfully monetizing them.
I don’t think so! The recent EV sales report is the first period without subsidies. If they can keep at these levels or even increase them slightly then that’s a positive sign for TSLA. SpaceX is a very different beast and I’m glad it’s separate from TSLA
HMR SP=0.86 MC=50M Rev=55M EV=82M Debt=0 (good) cash=18M float=5.5M 90%insider 0.2% Institute (Not good). FV/BV=0.18 as EV>MC. (40 veseels?? Not sure) They have cash whereas IMPP deployed in buying Vessels. Price of Vessels r going to-go up as alot of ships r burnt.
SP=4.30 IMPP MC=155M REV=161M EV=64M NO DEBT. 22 Vessels booked 2026/27 n their FV=14 as per the Assets they have. They beat QTR over QTR ER N stunning 2026/27 for them due to geopolitical issues. Float=11M 29% insider n 37% Institute
He’s not a scam artist, he is a master storyteller and marketer. He creates the excitement, delivers on enough of it to draw us in. His space X is an insanely lucrative business with a huuuuge barrier to entry for competitors. Same with cars. He just needs to shut his mouth sometimes and let business be business. x is a dumpster fire for hate speech and porn but twitter was shit too - no profit. Tesla makes incredible cars but unfortunately Elon was bored and took his eye off the ball while insulting people. But bundling Tesla and X and space x just pools the money together and he becomes a magician of two overvalued companies and one yet to be priced. His cars do drive themselves but I’m not sure humans want it bad enough right now. Also, the USA did not help onboard the EV movement. It was still fringe and is still fringe. Tesla’s are some of the best vehicles on the road.
The GOP wants an annual tax on EVs and hybrids to discourage people from trying to avoid $4 gas gallons: https://arstechnica.com/cars/2026/03/republicans-in-congress-add-250-annual-federal-ev-tax-to-transport-bill/ > That last one had the effect of bringing forward sales from people who needed an EV and knew the credit was expiring at the end of last September, leading to a rosy-looking Q3 2025 followed by a rather bad Q4. Things got even worse this year—in January just 5.1 percent of all new vehicles sold were EVs, compared to 8.3 percent in January 2025. But the government’s antipathy toward EVs isn’t done yet. House Transportation and Infrastructure Committee Chair Sam Graves (R-Mo.) wants to include an **annual $250 tax on EV drivers—hybrids would also pay $100 a year**—in an upcoming bill.
#TLDR OP started digging into Volkswagen to find a solid reason to short it, but accidentally uncovered a deeply undervalued gem. Despite obvious structural baggage (EV transition costs, Chinese market share loss, and a nightmare union/family governance structure), VW is trading at an absurdly cheap discount (6.7x P/E, 7.35% yield) that prices in the worst-case scenario. The real "magic" upside catalyst? A rumored deal to convert an idle auto plant to build Iron Dome defense components, turning a dead-weight factory into a piece of Europe's €500B defense rearmament boom. --- **Ticker:** VOW3 (Volkswagen) **Direction:** Up **Prognosis:** Buy Calls and Sell Cash-Secured Puts (OP holds Apr '26 90 Calls & 89/90 Puts) **Hedge:** 1000 BYDDY shares (just in case the China EV threat actually destroys them) **Research Inspiration:** 50mg Sertraline and Italian prayers
LMAO delusional. They (CEL) are pirating NVIDIA chips and call it on their own. LMAO Semi conductor. Theres only one laser maker that ASML use and its USA. And China EV are cheap copycat version of Tesla with no sentry mode. LMAO And dont even start with software OS. LMAO CHINA has ZERO, its all android Fork. LMAO Keep dreaming bud.
TBH, BYD is really better at making EV than the rest of the world
It makes sense if you factor in the fact that there's no repercussions for massive fraud. I stopped trusting the US market a while ago. Chinese EV companies, groceries, and EU military companies all the way baby. At least I can trust the numbers on those markets.
Have you done anything close to what he has? The whole EV ind is because of him. Starlink is allowing internet anywhere in the world, alot of large internet providers couldnt or wouldnt do it. The Boring company is going strong. I’ve been investing along time and have never heared someone say you have to like a guy to make money off his companies stocks. 🤡
oh wow...! yeah i this is crazy.. The best proxy to an ETF without doing an ETF is probably BRK. Out of the 3 you selected amazon is probably the best - but CapEX is really high. Look into structural trends (e.g., copper shortage due to EV/datacenters; older generation costs such as healthcare etc.). If you want some tickers happy to share. sorry about the ireland tax... absolutely insane
Tesla pulled a bud lite and nobody wants to talk about it. Politically active middle to upper class liberals have always been the most likely demographic to by an EV. They won't touch a Tesla while Musk is still associated with the brand.
Finances have been increasingly awful, pivoting to robotics, Chinese EV crushing them, Elon expected to focus most of his time on spaceX. Tesla growth story is done.
I mean… are you only looking at the charts and closing your eyes and ears to everything else? Tesla is priced in for world takeover yet they are failing to meet most goals. Where are the robotaxis? Where are the robots? Sales are down, they just missed on delivery expectations a few days ago no more EV credits etc… That’s besides the fact that the spaceX IPO coming up means Tesla investors that were investing as a means to have exposure to all Elon companies can now directly purchase spaceX. Idk, seems like that might all be playing a part.
They are being eaten slowly by Chinese EV.
Bought and sold BTC at $2k, bought EV stock during hype, ended up losing $10k and a bunch of time. Lesson that I got: Invest in mutual fund and use the time to advance your skills. You need a good skills to make more money for capitals.
If i had a job at the time, i wouldve bought a used EV before the tax credits expired last year. I live in nyc though so its fine
Gynese EV are pretty great, unfortunately cuck US wont let them in
I have an EV6 and it's great. It was also very affordable used.
Idk why its so hard for all these guys to make a half decent EV. How hard is it to connect a big battery base to the electric motors and then slap on a stylish shell on top.
Go ahead, no one said they are the most profitable company. But they're profitable. Your other American EV companies are not. Not even close. And for every zoox, canoo, fisker, etc. there's a Rivian, Lucid, etc. on the same track.
TSLA dumping after ppl realized cheap oil isn't bullish for an EV company 😂
As a European, I really pray our industry will get a grip as I really want my next car to be a full EV fully loaded with advanced tech, made in Europe.
US needs to think real hard where it wants to invest 1 trillion dollars: 1) Middle east wars. Might get 5 trillion worth of oil in return during the next 20 years. Might not work and requires quite a lot of work and wars. Petrol gives people the happiness they seek. 2) Tesla electric cars, nuclear power plants, battery technology, solar power. Too gay for the current administration. Might give freedom from the oligarchies. EV cars can give people the happiness they seek. 3) Chip factories, AI, Stargate data centers, nuclear power plants. AI slop can give people the happiness they seek.
Well, exactly. Lower wages and fewer protections mean lower overall cost. Consider the US for example, has many products that compete with Chinese made products. But because we have higher wages, insurance, PTO, EPA standards, etc, the end product is going to cost more. So if both factories produce similar products, one will be cheaper. I keep reading BYD has cars on par with some of the better EV cars made elsewhere, but for less. Thats your reason.
Not to mention Tesla wasn't solely focused on the self-driving aspect. They diverted a lot of resources into designing, building, and selling a production EV and creating a charging network.
I have an EV and the USA is the largest producer of oil in the world. I think I’ll be ok 🤷♂️
The best EV companies are in China. Elon only has what he can buy, steal, or hire other people to create. He isn’t self-made.
Chinese EVs will eat Tesla's lunch. They have already won, and the next 10 years will see the end of Tesla as an international brand. They have not only won the EV race, but they have hammered in the last nail in ICE production, too. And, y'all are forgetting his 'wrong side of history' foray into right-wing politics. Pretty stupid move for a genius...
What are you trying to do? Lol. He might not have met all his promises but he still has the best EV company and rocket company. Optimus is probably the best robot as well. I don't see any social media bots for him but see a lot of Elon hater bots.