$NIO Inc.(NIO)$ I was high on this stock before the pandemic, then it went downhill. Luckily I sold a good amount in the 40s. I moved in and out for a while after that and stayed away for the last 4 years or so. Now it looks very oversold, so I'm back in. It could go up or down from here. I have what I would want long term if it goes up, and if it goes down I'll add to it. Let's see how it goes this time. Long term.
$Tesla Motors(TSLA)$ Bears keep saying Tesla will fail. I don't buy it. They're also the ones telling you the U.S. no longer makes pennies, and that's not true either. If you know, you know.
$Tesla Motors(TSLA)$ Waymo received a commercial permit from the Nevada Transportation Authority to deploy up to 1,000 autonomous vehicles in Clark County over the next year. The key difference here is that Tesla has to keep human safety drivers during its initial phase, while Waymo's safety record was enough to get approval for fully autonomous rides with no driver in the front seat.
$Tesla Motors(TSLA)$ Regarding $SpaceX(SPCX)$ , it looks like OPTIMUS is positioned to load and unload goods and products on Tesla Semi trucks, as well as cargo on Tesla space vehicles and rockets. Feels like they have the whole transportation side locked up.
$SpaceX(SPCX)$ SpaceX only made 1.6 billion dollars with Starlink this quarter, and net loss is almost 18 to 20 billion dollars because expenses were so high? Is this really a trillion dollar market cap when it opens its IPO? $Tesla Motors(TSLA)$ Seems like another $Virgin Galactic(SPCE)$ to me. SPCX stock, so much hype for nothing? What am I missing here.
$Tesla Motors(TSLA)$ Back in 2014, if you were trying to build an EV in China and stand out from the crowd, what would you do? When everything looks similar, how do you get customers to recognize your brand? Nio's answer was battery swapping. Fast forward to now, Nio has over 4,000 battery swapping stations and has completed over 110,000,000 swaps. That looks like opportunity to me.
$Tesla Motors(TSLA)$ $Lucid Group Inc(LCID)$ has been performing well, while some other stocks have struggled in the same period. It's notable that it's on track to turn positive year-to-date before some other names that have been underperforming since 2021.