OT: Stock and Investment Thread
- Thread starter RU05
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Share price is high but Eli Lilly is one to keep an eye on. Their GLP drug is supposed to be much better than existing ones and is in stage 3 trials.
STDN IPO coming very soon….Small Modular nuclear reactor fuel specialist. Seems like in five to ten years it might wind up a big winner. Tiny current revenues but seems to finally be ramping up.
CPI less than expected, including core CPI.
Consumer prices rose 3.5% annually in June, less than expected as energy prices eased
The consumer price index in June was expected to increase 3.8% from a year ago.
www.cnbc.com
Were GS earnings that good?
SBUX chart looking good. Above the 50 and 200 day SMAs. Trending up. Low IV. Time for Jan 2028 leaps? Maybe $120 strike.
Making EV’s is hard. They were down 55% at one point after hours but has now recovered to -5% after denying reports.
www.cnbc.com
Lucid dismisses report that it is weighing filing for bankruptcy or going private after shares plunge
The report said Lucid was considering options that could include going private or filing for bankruptcy protection.
www.cnbc.com
Buy the dip! LOL. But seriously, Lucid will go bankrupt. Just a matter of when.Making EV’s is hard. They were down 55% at one point after hours but has now recovered to -5% after denying reports.
Lucid dismisses report that it is weighing filing for bankruptcy or going private after shares plunge
The report said Lucid was considering options that could include going private or filing for bankruptcy protection.
Making EV’s is hard. They were down 55% at one point after hours but has now recovered to -5% after denying reports.
Lucid dismisses report that it is weighing filing for bankruptcy or going private after shares plunge
The report said Lucid was considering options that could include going private or filing for bankruptcy protection.
Is Lucid going down good for RIVN since it's less EV competition, or bad for RIVN as a bigger issue within the overall EV Market?
In my opinion Lucid’s price point was just too high. They’re amazing cars, just no demand to buy them over $100k when you can get a Tesla for half that. I don’t think it impacts the market as a whole and probably helps Rivian a bit
Even for the small EV market, Lucid is only a rounding error. I don't think it will impact RIVN. The only thing that matters for RIVN is the R2 and its initial demand.
Where as RIVN is making trucks and SUV's, which, unless you want a spaceship/refrigerator looking thing, TSLA has no alternative for.
Ford and GM have options, and I know a guy who had a RIVN, and then got the big GM electric pickup, and he likes the latter much better, but RIVN seems to be doing well enough in their lane.
VW continues to provide support when needed as well.
Once they fully roll out the bigger Model YL, I wouldn’t bet against the Model Y being the best selling suv overall. It’s within striking distance already. Leave trucks to someone else.
Lucid should be trying like hell to find a licensing deal like Rivian has with VW. That was a wise move
I dunno how they categorize it, but Model Y doesn't look the part of an SUV imo.
This whole space is really confusing at least from an investment perspective - charging infrastructure is still growing at a snail’s pace and where are the major investments in battery tech? I’m assuming eliminating subsidies and Trump is likely the answer. But with the oil rollercoaster and high energy costs you would think EVs are well positioned for the future? Re: Rivian I’d bet that if Scout Motors hits full production it’s going to take share quickly.
Agreed, looks are deceiving. Frunk and under floor storage make it on par with most standard SUV’s. The newer version will be similar to a Honda Pilot.
It feels like EV makers are banking on the perception gap closing faster than infrastructure improvements. Charging is clearly the #1 thing holding people back, but as more people buy EV’s and realize it’s a non issue, that may change.
I remember when QS was the hot battery stock broke $80 during FOMO now it’s at like $6. I figured by now we’d be talking about 1000 miles but seems like 350-400 is still the norm.
It’s hard to say exactly and because I started owning it in a discount brokerage account (Olde) that was acquired multiple times etc., and I did not DRIP the stock; always took the dividends as cash. It’s currently owned in an Ameriprise account that shows an over 2000% gain. Suffice to say, what was a modest investment by a 26-year old me is now 7-figures.
Daily driving I don’t charge over 280 miles. Bigger batteries just don’t seem worth it yet until they find a different way to make them that’s cost effective
Still no revs for QS. Maybe next year. Supposedly. Though they are not making the batteries. Selling the technology.
1000 mile range, if cost effective, would change everything and probably wouldn’t require as much charging infrastructure build. Being able to complete a round trip 3-4 hours each way would put me in an EV
I would be fine with 400-500 mile range if you can refill/recharge in 5 minutes.
This is the conundrum- wait for more people to realize they don’t need high end range, or spend the money to make it happen.
I’m not in as long as you but bought Apple in 2005 in my Roth IRA. Only had $2500 to invest. Showing a 23,100% return(with a cost of $1.41/share). Biggest stock win of my life and still riding the original stake!
Yeah - it’s crazy how things go when you own some of these stocks for a while.
I bet some of the space stocks (non-SPCX) will be good long-term buys. SPCX is just sucking the air out of the space right now.
PlanetLabs and BlackSky are on my watchlist.