Comments by "SkyRiver" (@SkyRiver1) on "The Electric Viking"
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I would just like to say thanks for all the info that as a hobby investor I would probably not see if it weren't for your timely reports. You turned me onto both the stock that will become polestar, and the one that allows me to easily invest in CATL. Something I would not have had the patients to figure out myself. While my main investment is Tesla which represents slightly more then half of my portfolio, I do now hold about one and a half percent of my total in the polestar and CATL instruments. I think it is early in the game for both of them. One of my best buys has been in a rare earth and strategic metals etf, which shall go unnamed because every time I mention certain instruments, YouTube automatically deletes my comment. Nvidia has also done well for me, but I was in long ago. It is sort of in competition with Tesla in the AI, and FSD, realms and the stock values seem to roughly mirror each other. I also have some BYD and I probably should buy some more of that. I have more or less invested in a stack of ev related instruments, AI, and now robots I guess.
Like yourself I am fascinated by all aspects of this industry, and I really don't know why. I usually have little interest in engineering and factories and such. I guess it's the "vision thing". If this thing ever really happens like Elon envisions, it will be an evolutionary quantum leap for human life. The old saying was, "What's good for GM is good for the USA" and at the time that was pretty, though not totally true. Now it's, What's good for Tesla is good for humanity. And that is pretty much true.
I cannot wait to see what Tesla does with the incredible earnings it is destined to garner.
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Some little vector that the financial media hardly seem aware of it how world events have lined up to escalate EV adoption beyond what the "experts" have been able to realistically anticipate.
I am not talking about rare earths, or strategic metals, or the many recent FUBAR international logistics, or even China's self immolation by covid policy. No -- I am talking about Russia. Russia is floundering about, trying every harebrained scheme they can come up with to export oil, and none of them is viable. The pipeline to China is small and outdated, and incapable of meaningful volume, they cannot insure any ships, and have no deep ports for supertankers.
Of course PP will continue to be extremely necessary into the foreseeable future, but not for mass transport. Russia is not only destroying Ukraine, it is destroying the only thing it had going for it. In Europe ICE is not even close to viable, both economically and politically. Imagine what the case would be if Tesla Berlin had opened a year earlier than it did. The German fake eviro-shills really shot the whole of their nation in the dick on that one.
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