Truda Harvey
Truda Harvey
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$NIO Inc.(NIO)$ $NIO-SW(09866)$ There are some arguments that battery swap can have advantages over traditional car batteries.1. Consumers can have a choice to lease the battery.2.Consumers can replace the batteries to new and upgrade ones instead of buying a whole new car.3. When the battery ages and becomes dysfunctional, The car wont be obsolete.4.A better resale value of the car.Looks like at inflection point like $Grab Holdings(GRAB)$ last week. This is the time to buy the stock.
$Tesla Motors(TSLA)$ Investing in Tesla really comes down to having faith in Elon Musk’s ability to execute and in the strategic direction he’s laying out for the company. No doubt, it’s a high-risk play, especially given Tesla’s sky-high valuation multiples, which make the stock prone to big swings. That’s why I’m not going all-in with a *Strong Buy* rating, but I’m still very comfortable calling it a *Buy*.I think Tesla has massive potential for long-term growth. The recent Republican trifecta is a big win for Tesla too — it could lead to favorable policy changes, especially around clean energy and electric vehicles. I’m bullish on Tesla hitting a $3.5 trillion enterprise value by November 2029. With Musk continuing to
avatarTruda Harvey
11-21 14:35
$NIO Inc.(NIO)$ $NIO-SW(09866)$ We nailed it and managed to catch the bottom. Let’s see how we’ll break the $5 mark this week. It was a tough day, but we made it, team. Things are challenging at the moment, but we remain bullish. From a Chinese perspective NIO will eventually do well. Their heavy R&D, extensive power solutions are assets. All of this will come to fruition. Let’s wait: if we close above $4.8, the reversal will be confirmed, and the target will then be $7.
avatarTruda Harvey
11-21 14:27
$Tesla Motors(TSLA)$ OEM’s will no longer be getting the EV credit for Hybrids, and will be constrained with the inability to make a profit on BEVs. Oil and Gas subsidies should go away as well. The real benefit of a Trump Presidency is that Elon’s companies will no longer be “looked” 👀at by the JoeMo administration. Delaware judge is a perfect example. The lawfare is over, the Megapack factory goes into production 2025. Long Tesla at least 5 years
avatarTruda Harvey
11-20 11:03
$NIO Inc.(NIO)$ $NIO-SW(09866)$ NIO sells battery electric cars(BEV) over 300k yuan. NIO used to control 40% of market share of BEV sold over 300k. In September, NIO market share increased to 45.9% in this $ seg. I also like to see cash reserves over $5 billion. So bro number says people buying NIO. Dream is free But so is regret if you don’t chase it.
avatarTruda Harvey
11-20 10:57
$Tesla Motors(TSLA)$ I'm not actually sure when robotaxis will be fully functional. I'm not predicting that it will be ready in year 9 or 10, but I have seen progress in the technology. It has gotten better over the years, and it's reasonable to assume that it will keep getting better. My main point is that the Trump administration could make it easier to gain regulatory approvals, as long as Tesla can perfect the technology within the next 4 years.
$NIO Inc.(NIO)$ $NIO-SW(09866)$ NIO just added 5 swap stations, as shown on the NIO POWER website, and now has 2,700 stations. The network expansion has accelerated considerably in the last three months. It is currently reaching 58 million swaps... and in 2025 it could reach 100 million swaps, an increase of 40 million in one year. At a rate of 3.33 million per month. It is difficult to establish a profit ratio as long as the network continues to expand. NIO's official website says: By 2025, we have set a goal of locating more than 4,000 battery swap stations around the world, 1,000 of them outside of China. If are talking about 3,000 stations for China, that would leave 300 more
$Tesla Motors(TSLA)$ There were many companies in the race to develop autonomous vehicles, with the exception of Tesla, they all either dropped out entirely, or were willing to settle for semi-autonomy, meaning operating in a geofenced pre-mapped area. Only Tesla persevered. Using millions of miles of data daily, from over 4 million Tesla vehicles worldwide, captured be a supercomputer, using AI, neural networks, and machine learning they are perfecting true autonomous driving. These cars will operate autonomously over any road, paved or unpaved, without any pre-mapping. One will only have to tell the car the destination, and it will drive there. The safety factor will be better than a human operator by an order of magnit
$NIO Inc.(NIO)$ We could see NIO hit Deutsche Bank's target of $8.75 this week.. NIO can easily triple in one session when the FOMO hits, but two major banks have $8 plus targets on it. we expect to see all banks raise their targets on NIO after the ER. Remember that 64% of Nio net loss is VOLATILITY because it is R&D. I call it adding value to the organization and it will pay off in spades
$Tesla Motors(TSLA)$ I can only personally report my own experience, however there are over 4 million Teslas on the road, and they are all sending millions of miles of data daily to Tesla's super computer. That data is continually analyzing and isolating traffic anomalies and using artificial intelligence, neural networks, and machine learning to perfect FSD, which will be the essential part of Tesla's ride hailing network. FSD is already good enough for a single driver such as myself, who can monitor a road trip, but not yet ready for millions of vehicles operating with total autonomy. The only question is not if, but when; I'm expecting 2026 to be the year. And I'm not looking for 99.9%, we're already at that point, I
$Tesla Motors(TSLA)$ In May 2019 you could buy TSLA for $12 and 2 years later it was $200. Almost nobody (except Cathie Wood) predicted that. Tesla bears were short 44M shares and had to buy back 30M of those shares at much higher prices over the next year, losing 10s of $Billions. They don’t have anything like that now. the cybercab can’t be a reality until autonomous driving is approved.Key word: until. Investors who wait for it to happen will miss out, again. Shorts will get burned, again. Some people never learn from mistakes, their own or others.
$NIO Inc.(NIO)$ $NIO-SW(09866)$ Hey, talking about NIO's stock, let's skip the mundane fundamentals and financial jargon. I've seen too much of that over the past five or six years. If we only focused on financials, giants like $JD.com(JD)$ $JD-SW(09618)$ and $Amazon.com(AMZN)$ would've been gone two decades ago. NIO's taking a unique path. I'm super bullish on them. In the next five to ten years, NIO will definitely still be around, thriving even more than now. They've got the right direction, and with plenty of cash in the bank, even a trade war can't
$Tesla Motors(TSLA)$ With Trump winning the election and Elon Musk being a supporter of Trump, Tesla is rallying significantly. But looking at market structure, this rally was also expected, considering that Tesla just broke out of a triangle pattern. Now Tesla will soon create new all time highs.I haven't sold a share since I first started accumulating them in 2018. Why; because we're still in the third inning of a nine inning game, and my capital gains tax would be enormous. I may rethink it when the stock hits one thousand dollars.
$NIO Inc.(NIO)$ I know NIO has its quirks, but isn't that just a sign of untapped potential? I mean, a car brand is all about reputation, service, and that je ne sais quoi, right? And NIO's got those three basics in the bag. They're on the right track, give them some time. It's like watching a young startup stumble before it sprints. Sure, there are hiccups, but that's how growth happens. I'm staying optimistic, because I see the spark, the passion. NIO's got the goods, it's just a matter of time before they light up the automotive world.
$Tesla Motors(TSLA)$ No one cares about the cars TSLA makes anymore. If it traded based on car sales Adam Jonus target for that portion of the business is $ 59. TSLA now trades on AI and RoboTaxi...........Thats why the price is up$ 112 from last week. Elon has now added approximately $ 70 billion to his wealth in the last week. If you buy a dip every buyer is making 10 to 30 points daily....FREE MONEY !! So BUY NOW and make 10 to 20 points overnight.....easy peasy
$NIO-SW(09866)$ $NIO Inc.(NIO)$ NIO's cars are truly one-of-a-kind worldwide! I firmly believe that as long as their new designs hit the market sweet spot even more, they're gonna blow up big time. Take ONVO– it's a shining example of their success. Every time I see one on the road, it just makes me super excited for what's coming next from this incredible brand. They've got the juice, the vision, and they're definitely here to stay and conquer!
$Tesla Motors(TSLA)$ I love $Rivian Automotive, Inc.(RIVN)$ to be honest and wish them well, but the cash burn and dilution is going to make it hard for them to survive. $General Motors(GM)$ and $Ford(F)$ balance sheets are over-leveraged by comparison too and may have to stop competing with Tesla because it's too expensive to compete. The market will not tolerate them selling shares to finance anything like Tesla can. Tesla is still considered tech while the others are all legacy auto so Tesla can really get away with angles of financing that the other autos have no chance at obtaining. Tesla had c
$NIO-SW(09866)$ $NIO Inc.(NIO)$ NIO is seriously underestimated here. Just because it ticked up a bit doesn't mean it's all. Their average car price? Way above $XPENG-W(09868)$ $XPeng Inc.(XPEV)$ 's. And let me tell you, I'm super bullish on their NIO ONVO series. Orders are pouring in, can't keep up, it's crazy! Plus, their revenue? Blows Xpeng out of the water. That battery swapping thing? It's their moat, people! NIO's officially a player in the luxury EV game, and I'm here for it, big time!
$Tesla Motors(TSLA)$ Generally, the problem with shorting is that it doesn't typically take into consideration the black swan (for them) event of the stock having a massive run up that holds for years. If one is leveraged on the short and in over their head, one really bad short can indeed destroy one financially. Even though I'm a Tesla bull. I still limit Tesla to about 5% of my portfolio [now 6%], because I don't want that much concentrated in a volatile stock. Fortunes can come and go on either side of the trade so if one thinks "It takes a really smart person to successfully short." and somehow gets that twisted into "I shorted, so I must be really smart.", the market often has a penchant for teaching humility.

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