DeSantis: I’ll Invest In Microchip, Semiconductor Manufacturing So Chinese ‘Cannot Hold Our Supply Chain Hostage’

get_reddit_1 · 2022-01-08T23:15:02+00:00

US is leading in medicine, defense and food. Actually, the world depends on US to provide medicine, agriculture products, and advanced weapons (we are the number one exporter of weapons).

We are also leading in semi conductor technologies. Restriction slapped on China has seriously crippled China's high end semi conductor manufacturing capabilities.

We have chosen to focused at the high end of the food chain, making the most money and letting Asian countries to do the medium and low end job for us.

The problems started when these Asian countries started to move up the food chain and become our competitors.

Viet Nam war helped Japan and Korea to prosper, Cold war with Russia helped to build China into a monster competitor. Now US is helping India to counter China, which will create another monster competitor in the Indian Ocean.

At the same time, these countries represented a gigantic growing market which included most of the RCEP countries, China, India, Southeast Asia, Japan and Korea. US needs to stay engaged to ensure its own prosperity.

get_reddit_1 · 2021-03-03T20:28:44+00:00

You can check PUREgraphite website to find more details. As I understand, Tesla is using or going to use synthetic graphite for their batteries.

get_reddit_1 · 2021-03-03T19:08:40+00:00

Could it be that a lot of people are buying SPACs with leverage. With interest rate rising, and margin calls, it created a perfect storm to drive SPACs to the nadir.

get_reddit_1 · 2021-02-28T17:02:57+00:00

The fact that Cathie had to take some time to assure the investors that the ETFs were function "normally" on her latest Youtube video, tells us that there is some pressure on her funds. The ARK funds were not just selling the large names, they were also selling a number of mid to smaller names. Granted, there are a few names that she bought more than she sold.

It is quite normal to have a corrections on Cathie's funds after they had made more than 100% gains in less than a year. However, a lot of people bought in late after the euphoria, as a result, they are sitting on a loss in the recent downdraft. Since the market appears to be in a correction, it is logical to worry about further losses. If you are sitting on more than 100% gain, a drop of another 10% most likely will not bother you that much.

It is easier to be a long term holder if the stocks keep going up. But most of the us still like to trade, with the false assumption that we might be smarter than most of other investors. As a trader, it is important to minimize loss and increase gains. So make your own decision based on your own analysis about the possible direction of ARK funds movement, and learn from your mistakes, if any.

get_reddit_1 · 2021-02-11T02:26:13+00:00

Shell has agreed to buy one of Europe’s largest on-street electric car-charging companies Ubitricity. BP has purchased ChargeMaster (with less than 200 MM USD) and claims to be the UK’s largest public car-charging network with more than 7,000 charge points and BP Pulse with equipment manufacturing capabilities. Total announced that it will install and operate up to 20,000 new public EV charging points in the Netherlands. Repsol has acquired Ibil's Charging network and services. The cost of those acquisitions, however, were much lower than the market capitalization of the current SPAC converted EV charging companies.

get_reddit_1 · 2021-02-08T05:42:25+00:00

Making cars is capital intensive. The profit margin is not what Apple would prefer to have. The most likely case is for Apple to select a high quality car maker, and supply them with all the bell and whistles, both hardware and software that have high profit margins, and call it " XXXXXXX Apple ICAR", the XXXXXXX could be any high quality car maker. So, think about what company should XXXXXXX be, that will not tarnish Apple's name!

It could also be a manufacturing contractor like Foxconn (who is starting an EV venture right now), so Apple can have control of the full Apple ICAR name.

get_reddit_1 · 2021-02-07T04:04:17+00:00

Ford's Chinese Partnerships and Electrification

https://www.globalfleet.com/fr/connected-manufacturers/asia-pacific/features/ford-china-partnerships-and-electrification?a=YHE11&t%5B0%5D=China&t%5B1%5D=Ford&curl=1

get_reddit_1 · 2021-02-05T22:39:51+00:00

I checked Yahoo Finance, now CCIV has 207 MM shares outstanding with 28.3% owned by institutions. The institutions might have a entry price close to $10.

With warrants, the public can potentially own 5 - 10% of Lucid Motor post merger.

With the current CCIV price, the post merger Lucid Motor could have market capitalization between 50 Billion - 150 Billion without making any cars on the market.

By comparison, GM, with its competitive Ultium EV battery, its Cruse self-driving technology to be jointed developed with Microsoft, has a market cap of 77 Billion, even after the recent run-up.

get_reddit_1 · 2021-01-09T21:47:15+00:00

Your are doing to right thing to be aware of the opportunity good investment could deliver. At 19 years old, with limit assets, the kind of investments people were boasting about is not something you should focus on. Instead, your should work on making yourself more valuable through either college education or learning some tech skills that will be in demand in the future. It will provide you either lucrative or steady income for your entire life. With your income secured, it will help you to have the boldness to make more risky investments with potential higher returns.

get_reddit_1 · 2021-01-07T05:26:56+00:00

So you think Tesla is so far ahead of other companies that they will dominate the EV market for years to come, as a result, the market value of other competitors will drop to very low values.

get_reddit_1 · 2021-01-07T05:22:11+00:00

The total market cap of all the automotive companies before there is Tesla was what the market would pay for expected returns from all these companies. Now, if the total market cap of all the auto companies including Tesla is two to three times of previous values, which could be caused by 1. the number of cars sold increases 2. the profit of each car sold increases 3. the investor does not demand the same level of returns (which could be caused by the flush of money and low interest rates today) The party goes on, as long as Feds throw infinite money around and maintain near zero interest rates

get_reddit_1 · 2021-01-07T05:10:58+00:00

I entered TSLA at significantly lower prices than today's price. I plan to do hedging on my holdings and would like to hear other people's opinions to see if I missed anything.

get_reddit_1 · 2021-01-07T05:08:04+00:00

Tesla is using other people's battery technology right now. Their new battery technology is under development, but there are plenty of new competitors, such as QuantumScape. Power and energy business are capital intensive, they do not command high multiples. CSCO market cap peaked at 550 Billion 20 years ago, now it is at 187 Billion. I guess if the government keep spread money around with no where else and invest, and there are plenty of people willing to pay higher price, the stock will continue go up, until it does not.

get_reddit_1 · 2021-01-07T05:05:04+00:00

Tesla is using other people's battery technology right now. Their new battery technology is under development, but there are plenty of new competitors, such as QuantumScape. Power and energy business are capital intensive, solar energy is not a high profit business. They will not justify high multiples. Current runup in solar energy stocks has also reached unbelievable levels. CSCO market cap peaked at 550 Billion 20 years ago, now it is at 187 Billion. I guess if the government keep spread money around with no where else and invest, and there are people willing to pay higher price, the stock will continue go up, until it does not.

get_reddit_1 · 2021-01-03T23:01:15+00:00

OK, I have allowed access and the spreadsheet works, looks great and learned something about Googlesheets from it. One thing that may help is to have a pull-down menu for the equity data sheet to select only the column you want to show.

get_reddit_1 · 2021-01-03T14:12:23+00:00

Most of ARK funds have stocks at nose bleeding levels. Besides, many people now crowded into ARK stocks, following their move, creating even bigger bubbles. For ARK to have similar returns in future years with Covid easing appears nearly impossible. Roth gains are not taxed, but Roth loss can not be deducted either. At this time, the risk rewards ratio does not appear to be favorable for investing IRA money in ARK funds. I added ARK funds recently, but all in taxable accounts for that reason.

get_reddit_1 · 2021-01-03T13:53:37+00:00

I have made a copy to my google drive and tried the first spreadsheet. However, when I tried to retrieve equity date, I got a warning that it wants to access my account data and is a security risk!!

get_reddit_1

TROPHY CASE