Nio and Rivian are going bankr

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sydboy007
2023-03-14

Nio and Rivian are going bankrupt.

They're unable to scale.

As Tesla uses its margins to absorb price cuts, that are also funded by their relentless pursuit of cost savings, there are no BEV manufacturers that can compete.

Once the gigafactory in Mexico is running there will be no competing product under 30K USD. With all the IRA credits on the USA this car will likely cost uber 20K, and in some states the cost could be close to 15K. Mexico may not have much left over to export other than to North America.

Factor in the growth in the energy side of the business and this will be another major profit driver.

I also see I am getting a free option on Tesla achieving FSD and the Optimus robot.

If these are achieved then Tesla will be CHOAM and baked in the tens of trillions in the future.

Sorry, this post has been deleted

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nerdbull1669
·2023-03-14
I would go for 70/30 split, as Tesla for long shot
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MIe
·2023-03-14
Tesla
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Acip Sudirja
·2023-03-14
good
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Ekol96
·2023-03-14
trade
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Tonyap
·2023-03-14
good
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Steventeo
·2023-03-14
ok
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boonchek
·2023-03-14
Ok
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Gibbie
·2023-03-14
tsla
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TeoHY
·2023-03-14
Ok
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Yayuan
·2023-03-14
Ok
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IsleofSkye
·2023-03-14
Thks
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