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I think Trump is Getting Ready to Fire Musk - But #teslatakedown Continues
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They would have sold like hotcakes if they were priced at $40k like when they were announced. But instead they kept trying to sell them at 100k. Gee, doubling the price saps away demand? Who would have thunk. Honestly, all these companies complaining about no one wants to buy an EV hasn’t tried selling a small affordable EV at under $30,000.
Imagine arguing over gas or EV. Beam me up motherfuckers
I don't have a clue about the future of lithium batteries. I keep hearing news about sodium batteries starting to take hold. Or even solid-state batteries. On the EV front one insurer earlier this year supposedly started to offer lower rates to Tesla owners when their car is in full self driving mode because they believe it's safer than a human driver.
Yep, I'm seeing the same with analyst price targets (for what they're worth), MOS is also still well below it's 52 week high, last earnings was positive in my books and they are uniquely well positioned to profit from the Iran war mess. Sleeper hit.... LFGO I've also loaded up on more LAC shares as I think this will be a tailwind for EV adoption.
Genuinely I agree leasing is terrible but for a moment with all the other incentives you could lease an EV for like $60 a month and then be out of it before any maintenance or battery is do.
SP=9.64 Debt =349M Cash 296M MC=395M EV=505M.Rev=498 P/E/ of 28 need to go 10
In the next 59 years, sure. Right now? Not a fucking chance. We still don't have operative EV lorrys.
Oil is an optional sidequest at this point > 1. Nuclear power and coal for power > 2. EV's > 3. Need to move away from plastics regardless > so really, oil is only essential for ships, war machines, and rockets. And if everything else was substituted, we'd be exporting a huge surplus from what we pump in the homeland.
Oshkosh... you mean the shit defense prime that can't even build a USPS truck and extorted the organization out of $14B? https://preview.redd.it/sgfun4dv07pg1.png?width=515&format=png&auto=webp&s=08ace464d0a5bd510cf87854f4245f9288522719 [https://www.youtube.com/watch?v=ekXZfQZxcVM](https://www.youtube.com/watch?v=ekXZfQZxcVM) [https://www.motortrend.com/news/usps-ngdv-postal-service-mail-truck-oshkosh-defense-order](https://www.motortrend.com/news/usps-ngdv-postal-service-mail-truck-oshkosh-defense-order) Forget about it... and look at what happened with the EV subsidy removal. Tens of billions from car manufacturers who were all in on EVs, wiped out. The fact that a **defense** prime is involved with a dying (if not dead) industry is the ultimate red flag.
This is stupid. Tesla still needs to procure wholesale energy to sell through their retail portfolio. Are they really going to be able to build out enough solar/batteries at such a low cost that they are under selling competitors? Answer definitely not, they'll be another company in a competitive (and much smaller market vs the global EV market). Will it be profitable? Maybe, but not significantly. Will it be old news in about 2 months? Yes, we won't hear of it again. Gg.
Elon has the number 1 space company, EV company, robotics company etc. hes the most innovative person on earth
Is your EV powered by solar panels?
People pay me $50+ to take them to the store in my EV.
Spent a $1000 on gas last week even though I have EV to spread fear and uncertainty at the costco gas station
#TLDR --- **Ticker:** MVST (with a side of OSK) **Direction:** Up 🚀 **Prognosis:** Buy shares/calls before Monday's earnings and hold for $17+ **Catalyst:** Monday, March 16th (After Hours) Earnings Call **Level of DD:** Weaponized Autism / Forensic Job Board Stalking 🕵️♂️ **Bagholder Status:** 90,000 shares deep (refused to sell at $7, holding for Valhalla) The broader market thinks Microvast ($MVST) is on the verge of bankruptcy due to cash burn and the Clenera lawsuit. However, forensic digging into NY court dockets, highly-specific M&A/robotics job postings, and Oshkosh's ($OSK) urgent need to dodge 48% Chinese battery tariffs tells a different story. The author predicts a massive Joint Venture announcement between MVST and OSK is coming this Monday. This deal will bail out MVST, secure OSK's domestic battery supply for EV refuse and USPS trucks, and absolutely nuke the 28M shorts currently caught with their pants down.
what if all this oil is a ruse to get people to buy EV
Yeah, I'm not so convinced about lithium either. But it has been running up alongside the other commodities as a combined market. And it is needed for batteries, after all. Which means, if the whole EV push is a real thing, it might see increased demand.
Calls in TSLA because if Americans can’t afford $5 gas they will surely buy a $45k EV right?
Sorry my Suburban doesn't fit in your little libcuck EV parking spaces
Get a load of this, I was gonna buy an EV this year to help save the planet
$15.7B EV charge and the first annual loss is wild, but honestly it feels like every legacy automaker is paying the price right now trying to pivot to EVs while demand, infrastructure and margins are still uncertain.
Drive EV then and stop complaining about shitty oil
I'm going to buy a used EV right now.
EV owners feasting hard right now especially in California.
Guess I’m staying within the range of my EV for the next couple years….
I’m so glad that our Prez is a “Genius” s/ What better way to spur on the adoption of mass transit and EV cars than to eliminate 4% of the oil for export. For some reason I don’t think he’s thinking about boosting the fortunes of Green Energy and improving the environment, but this may be his biggest historical contribution. Many countries will now accelerate their decarbonization efforts.
Everybody knows this. It’s not that China are wrong to push for EV and clean energy. The future is not for fossils.
Me driving by the gas station in my EV https://preview.redd.it/xyuqw5omrwog1.jpeg?width=1080&format=pjpg&auto=webp&s=00084dc8d957410c36bda832c41d91f3f5058277
I can get rid of my woke EV and buy a F350 and fill it up with freedom fuel!
So despicable. Justifies my mental decision to not buy Honda again next time when this thing finally does go. Thankfully I don't drive too much, a good chunk of my total mileage is long distance road trips that tend to cook off the gas, and I change my oil on 4,000mi intervals, so hopefully it'll last another 5+ years and at that time I'll probably be ready to go full EV.
The way I see it, you are already saving up on gas if you own an EV, no one has free money lying around, it's getting uses up on food and other essentials
You should have bought a hybrid or EV if you are so worried about gas prices.
Yes, having an EV is obviously better. BUT I'm just saying that the savings at the pump are going to be a teeny fraction of the fact that "life" is about to get far more expensive. The reason everyone focuses on pump prices is because they are very visible, not because they are biggest contributor to cost-of-living.
I wish this would make my EV stocks go up though -\_-
TBF, the direct gas cost is just what you see... expect EVERYTHING to go up in price, as manufacture + transport of is fundamentally tied to energy. The EV is only going to save you a very tiny (albeit very visible) fraction of the pain that is coming.
They already have programs in place for calculating "sustainable" shipping dates, delivery methods, and electronic warehouses as well as datacenters in low energy cost areas. I would not be surprised if some super-lightweight super highly packed EV or hybrid delivers expensive goods to a wholefoods locker and all amazon orders for a city are picked up there by purchaser to minimize gas costs.
Why Chinese EV companies going to, i mean NIO
The crazy part is Honda's only EV in the US is a rebadged Chevy. How did they lose so much money on EVs without making one?
this is super interesting, man. i remember you mentioning the $5.80 entry point, and now it's wild to see where it's gone. the potential for the MICHAEL biopic to crush expectations is huge and could really change the game for lionsgate. $1.5bn is no joke! the termination of the poison pill is definitely a big deal too. feels like we're on the edge of something big, especially if acquisition talks heat up. i like your analysis on the EV share price, and it's crazy to think about the revenue potential for whoever scoops them up. gonna keep an eye on this for sure. what do you think the timeline looks like post-acquisition? like, could we see a bounce in the shares right after?
Was there any catalyst why all the Chinese EV stocks were up last couple of days.
* Normal hybrid = gasoline-powered engine with additional battery requiring EV architecture/maintenance but without additional charging * Plug-in hybrid = gasoline-powered engine with additional battery requiring EV architecture/maintenance with additional charging In either case you're needing additional systems maintenance whether or not you're plugging-in.
Daum and all the American car companies just rotated out og EV manufacturing back into huge ass high margin suvs.
Yea? sometimes the “unsexy” commodities end up being the most durable long-term plays. Do you think nickel stays overlooked, or could EV demand eventually bring more retail attention to it?
Very tempting to jump into this near 30...only takes one move to profit and if it doesn't jump up, I don't think I mind buying in at this range and holding for the growing dividend and defense nature of their stock. Not to mention I think phosphate is important in the production of EV's. Which may or may not be good for the future, who knows. Also, fun fact, a lot of the world's phosphate is mined out of bat guano. Which sounds really funny both to say out loud, guano, and also that I am investing heavy into literal poop. The poop of an animal that we believe is the cause of Ebola and Covid 19. I'm all in, baby.
Rising oil prices will push EV stock higher and we are also one month away from ER. High probability it will break $410.
Yea I'll just never talk again here. I forgot it's pointless unless you're looking for validation in an echo chamber. https://www.thisismoney.co.uk/money/cars/article-15231019/Chinese-cars-safety-cheap-EV-crumpled-crash-tests.html I know the BYD passed. They make good cars. Do you know how many Chinese auto manufacturers there are? It's way more than just BYD to give you a hint. I was saying the majority of Chinese cars don't pass. If you were to grab any random sample of domestic made cars in China, that'd be my gamble. So what is NOT true huh? Why is this NOT possible. Why do you NOT believe factual data being presented to you? Are you ignorant?
Yea I'll just never talk again here. I forgot it's pointless unless you're looking for validation in an echo chamber. https://www.thisismoney.co.uk/money/cars/article-15231019/Chinese-cars-safety-cheap-EV-crumpled-crash-tests.html I know the BYD passed. They make good cars. Do you know how many Chinese auto manufacturers there are? It's way more than just BYD to give you a hint. I was saying the majority of Chinese cars don't pass. If you were to grab any random sample of domestic made cars in China, that'd be my gamble.
EV sales in China are DOWN not up. They just moved production to CHINA
Still feels tiny compared to EV + grid demand though. Defense going from 0.3 to 1m tons isn’t nothing but global copper demand is like 25m+
Jokes on Iran. 1) I live in the oil capital of my country, this will be good for my State. 2) I drive an EV anyway, good luck trying to drive up costs for me
Honda was never going to be a leader in the EV space. The CRV, HRV, and the Civic have been the top sellers in their market, with the Passport and Odyssey being their money makers. They need to change things up. But going electric isn’t what the US market wants right now.
So BYD made $3.1B in profits on 4.6 million car sales, with almost all of those profits coming from their gas cars. Tesla made 20% more profits on 1/3 of the number of cars sold. BYD does not profit on their EV sales. But sure, BYD is the stronger company.
Have u seen the EV VW bus? Looks trippy, I kinda like the look in a retarded type of way
I’ve seen a few Rivian around and I have been seeing more and more of them lately. I like more square look compared to Tesla. I think the tech will get better eventually. Oil lobbyists are undefeated tho I think I might consider having 1 EV and 1 Gas car for me and my wife so we can have both
Exactly. I'm all for EV, I'm a big RC fan myself. But I need distance and very fast charging, and I pull a trailer often, need a truck. When EV can meet my needs like IC does then I'll gladly consider. Until then they are are ghey and most people agree. Maybe if I lived in a city and just bummed around town and chargers were all over. But I'm in deep rural, middle no where, which I love
If EV could charge as fast as it took me to fill my tank then I would get one Ain’t nobody got time for that bs
Tariffs working and no one wants a ghey ass EV
You have a point there. Books have been written on the decline of the American car industry. Still getting it wrong and declining. Building huge trucks, SUV's and EV'S. Are you kidding?
> Chinese EV's are the safety standards are not what you'd expect and cars turn what resembles crumpled tin foil after certain really bad accidents, you can look that up if you want. This is NOT true or anything close to being true. "The BYD Seal has earned a 5-star safety rating from both Euro NCAP " "The BYD Sealion 7 (2025 model) has earned a maximum 5-star rating from both Euro NCAP and ANCAP. " "The BYD Tang holds a 5-star safety rating from Euro NCAP (2023), highlighting its strong performance in both crash tests and active safety systems. "
100% agree. Honda has an EV that starts at $47k, the CR-V starts at $31k. Like dude people will pay more because no gas but that's a HUGE price difference when you are talking about people buying a family car on a budget.
Yeah I hate that they're all like *"No one wants to buy an EV!"* and then I check Honda's website and their single EV model starts at $47k and is really similar to their very own $31k CR-V. Like dude, if you want to sell EVs you can't make them $15,000 more than the competition. It's all price IMHO, not a lack of interest.
I've driven several Honda's and loved them as well. I'd like a Honda EV, but they start at $47,000 base, so probably $55k because dealers rarely actually care base models. $55k is way too much when your competition is your own CR-V that starts at $31k
It’s also because none of them made a car the average family can afford. 25-40k car, sure, but when they start at 50K+ that is already in the mid premium car range. Wish they would just have made a basic EV with no premium features but strong motors and battery, would have sold by all spirited drivers, eco conscious families and those wanting gas savings.
They didn't make an EV at all... They just rebadged a Chevy Blazer.
Rather have any of them tried making an affordable EV? I’d love to buy an EV but they all cost too much.
Interesting thought. I'll run the calc. One year of gas is say 10,000km/1000l. In my country that's $2,500. That would buy you about 2kWp of panels/inverters/mounts/cables. Which would net you about 8kWh per day on average including cloudy days. A normal EV gets about 0.2kWh/km. so for 8kWh/0.2kWh/km, That would get you 40km/day!!! Holy smokes, you're right. That is exactly my commute. In winter you'd struggle, but it's definitely in the ballpark.
They keep building bigger and bigger cars, forgoing Fit for HRV. And then teaming with Chevy on a terrible EV.
https://www.toyota.com/rav4pluginhybrid/ https://www.toyota.com/bz/ yea, the rav4 plugin is more expensive, but its parts are fucking everywhere. every camry, every other rav4 you see, the engine parts are interchangeable. They all use the same engine for the most part. Would you rather a 260 mile EV that takes 7 hours to recharge or a 430 mile gas engine that takes five minutes to pump gas for? It gets 38 MPG if you're not lead footed like me :D and to pre-empt your upcoming argument, it's toyota to toyota. yes other manufacturers make their own and often better ev, but my entire point was that for most people who are buying a rav4 anyway, the extra power and the ev mobility make a lot of sense and it's often not much more expensive.
Well, and those of a certain political leaning keep killing EV incentives...
Don’t let any bad news about manufacturing EVs and huge losses fool you; they’re hemorrhaging money because the EV models, nearly all of them, were models to extract the most profit as opposed to models people would buy. It’s a self-fulfilling prophesy. In Ford instance instance there afraid of cannibalization; instead of taking a Ford ales, they insisted on the Ford F150 Lightning at a price point didn’t care about. Had they electrified the Ranger or Maverick they would have kept the customer, albeit at a lower price point, and sold buckets full of EV trucks.
Depends on the PHEV. RAV4 prime gets about 40 miles of all battery. That's go to the grocery store and back on EV for almost all of America. It gets 430 miles per tank of gas with routinely using wide open throttle in sport mode. Anything you can charge off to the EV is gasoline saved. There are people who have bought RAV4 Prime new and in 20,000 miles did not expend the entire fuel tank provided by the dealer. PHEV can work. They are the bridge for people too uncomfortable to buy an EV because of "new tech" fear. They are the bridge for people who want to make a 12 hour road trip in 12, not 14 or 16 accounting for an hour + charge to regain 400 miles.
they have one in japan actually, n-one e, small EV kei car. Friend actually bought it and its pretty nice as i got to take a ride in it as well. Add in subsidies it was very reasonable and makes for a nice town car.
Possible. Doesn’t seem likely. As oil goes up business and consumers find ways to reduce usage. People that used to drive 70 on the highway suddenly start going 65 or 60 you save a lot on gas. Not to mention a lot of companies with fleets might pull trigger on EVs etc. The EV part is a big variable that simply didn’t exist in 2008 like it does now.
You know who is going to kill and I think will be excellent investments? The bigger 5 or so Chinese EV companies. Europe is going to gobble them up.
I'd buy an affordable EV Civic in a heartbeat, hell yeah.
Last year I bought my first car, and did a lot of research for about a year. I boiled down my two choices to honda and Toyota. I basically went with Toyota because it was cheaper, more reliable and got better gas mileage. I cross shopped with the Camry and accord. The accord mostly just looked worse, had worse gas mileage, no spare tire, more expensive (although decent apr deals). So I think half of the reason is because Toyota is just a better option most of the time and eating up a lot of Honda sales. The other reason would be that honda is not pushing hybrid and EV cars that much and also losing out on even more sales.
Sorry I know this sounds wild just coming from a random comment. I'll have to find the studies again, because it was also not at all what I was expecting. I thought they were a good midway point between ICE and EV but apparently not lol.
EV's are destroying the auto industry. Billions upon billions in losses, wiping out jobs all over the world.
Completely disagree. These EVs end up so poorly designed. You can’t turn an ICE body into an EV with no other changes. Said no to BMW i4 for this bc who wants an EV wth a hump in the middle back seat plus the range and charging convenience just wasn’t coming anywhere close to what Tesla offers
EV trucks are not good for most use cases that a truck should actually be used for. That’s not irrational hate thats my (and other peers) perspective as the owner of a large scale electrical contracting firm. I have 25 lightnings in my fleet. They have been great as vehicles but they are deeply limited in some key areas. Thats about 1/6th of my half ton fleet and I am going to keep about that amount as EVs but theres zero chance id ever consider running the whole fleet this way.
People in their EV will laugh their ass off.
Whatever happened to the cool Honda of the 90s? They have hit the snooze button since 2010 and that’s showing. They didn’t innovate. They didn’t refresh. They didn’t even stick to their own formula. Japanese Mercedes has countless fans and it’s not too late. The next 3 years will make or break - they have no time left anymore. Bring manual prelude or legend back to get the emotion back into the brand. Bring EVs - I would much prefer a Japanese EV than Chinese one. Refresh every vehicle. Don’t rollout 10 rushed models. Rollout two very well thought out at a kickass price point.
It’s not that simple though. The best EV are designed as EV from the ground up to maximize packaging for the battery pack. Adapting an existing platform to EV just leads to a compromised design with limited range.
Why does the windshield of my Chinese EV look like ——————————————- Puts on NIO LI BYD
Why is everyone saying demand for EVs have fallen. Demand for EVs is the same. Prices have raised because of expired credits. The industry has had nearly 20 years. Yes. 20 YEARS. To try and catch up with Tesla at this point. The EV market is f’d right now, but not because of demand. Also every company keeps fumbling. Even the Ford CEO recently admitted that their teardowns of Teslas have shown just how poorly Ford embraced EV at the core engineering levels. Then they wonder why the truck didn’t sell. Writing down ridiculous losses… Can’t Honda and Toyota just make reasonable, standard EVs? Demand kicked back to hybrids because of their price and efficiency. They offer amazing range and are the new baseline standard models. But it could have been EVs or will be soon as batteries continue to improve.
Having a PHEV myself and a sample size of 1, I plug mine in twice a day if I’m doing a ton of off highway driving. Otherwise it’s nightly for my commute. Gas on highway, EV on surface streets. Odometer after 5 years has me at 88mpg (rip WFH, had that bad boy at 112mpg a few years back!) I love PHEVs and wish there were more of them to choose from. If the range was 50-75miles I’d buy a new one today
Why has India been so anti EV and anti hybrid? Hybrids are already often an inexpensive option here in the USA as well
No EV will be able to tow long distances with a heavy load. Under max weight capacity I just looked up the F-150 Lightning does 10,000 lbs and most EVs that tow lose ~50% of battery life doing that. I don’t know if the F-150 had problems with towing bc I could see that, it’s Ford after all.
Most modern EVs are incredibly nice. At least the KIA EV6 I get to drive every once in a while is fantastic. Feels like a luxury brand car and man can EVs fly.
Of course not but if half our cars were EV the gas price spikes wouldn't be hurting us much now would it?
It was a weird play. The crossover segment is where the momentum is for the EV market. Model Y is a top seller.
Lexus and Toyota not having a IS FSport EV is bonkers retarded. Prob going to have to keep mine for a while longer.
I mean she had the wrong diagnosis. It’s not like any ev makers are doing well. The big players are 400x Tesla and the subsidizes Chinese EV makers which still don’t make any money due to cut throat competition.
If you don't own a home then buying an EV isn't really an option. An even then, you need to be in an area that has received decent (working) EV infrastructure.
> Give people the range they want using gas, with electric for commuting distances, until we can effectively transition in the future to true long range, useful vehicles that people want to buy. If it's a hybrid, people infamously don't charge the battery so it's pointless and all gas anyway. They could try the other route however which is a gas engine that *only* kicks on to recharge the battery, and everything else is powered by the battery. But again I'm not entirely sure what the purpose is unless you're just after EV torque, because you're still burning gas to charge it, and it's going to be even heavier. The idea is popular though, just not sure which ones are available in the US.
>Literally just pick an ICE model, change nothing except the power train to EV Which would also literally double the price and sell like crap.
Yeah, the equinox EV is #1 on the list right now. I just really wanted a smaller car, since my wife's sienna takes up a lot of the garage.
Unfortunately these companies care more about total profit per unit sold combined with sales volume. If they can move a lot of units, they want maximum return on each unit. Tesla has largely followed this model for a long time while being strictly an EV company. It's why everything is controlled through the crappy touchscreen and minimal buttons, minimal moving parts, and wiring in each vehicle. They're trying to maximize profit while keeping volume high. So they want to move a lot of units but if they see a market that will pay a higher profit margin per vehicle, they'll focus on that market. Ford and GM have been doing this with trucks and failed very miserably to make EV trucks profitably. They just don't see a fast path that can ramp up to the same level of profits in their sectors so they'd not only have to change their core technology but also their target markets. It's too big of a change for them to take on, so they gave up for awhile. I'm convinced they'll come back but we'll see.