Comments by "SkyRiver" (@SkyRiver1) on "The Bad News Continues for China's Semiconductor Industry" video.

  1.  @veronicamaine3813  As a percentage of Teslas net subsidies are hardly relevant anymore. Far from China ending their subsidies on EVs they have just passed new ones. Tesla will only qualify for this if they lower the price or release a special edition low cost EV in China. Despite this they remain number one in China, Europe, and America by so far that it isn't even a contest unless you skew the data, like including hybrids in BYDs totals to make it seem like they are on a par with Tesla, while without subsidies BYD would not make a profit on their EVs, in fact none of the Chinese EV OEMS make a profit on any of their cars EXCEPT Tesla and Tesla makes a profit on each unit second only to Mercedes. The media is thirsting for Tesla to start paying them ad revenues, so much that they distort and amplify everything about Tesla, while it has in fact in reality out-preformed by every metric constantly for years. EVentually the truth will win out over the Wall Street short players and the coercive and distorted media thrusting for the billions like they get from all the other OEMS.
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  2. Call me old fashion, butI love a pundit that "breaks it down" instead of "unpacking" raw data.
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  3. Yep you probably are.
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  4. Interesting question about Tesla. For some reason, and I have no idea why: Tesla is the only OEM manufacturing in China that is totally publicly owned and is not a partner with the Chinese gov. They are presently enlarging the Chinese factory, after having taken it off line last summer for improvements which apparently increased its output tremendously. CATL is also construction a battery factory next to Tesla in China, apparently for Tesla's use. Considering the financial media's hyperbolic attitude about every possible negative about Tesla, I wouldn't doubt that we will see much made of it, and little real difference, other than in the stock market, and that will be temporary. Right now there are over a dozen Chinese EVs exported to Europe, many of them wear storied European marques like BMW, or MG, or Volvo, but are really Made in China an in many cases majority owned by the Chinese gov. All the European sales from all the Chinese EVs sold in Europe amount to about the same as the numbers of Chinese manufactured Teslas sold in Europe. I expect this will change dramatically as the Berlin gigafactory ramps up. Tesla does not import Chinese manufactured cars into the USA, so no real difference there. Recently wrong-hand drive Teslas have showed up in Austrailia and New Zealand, and despite the Chinese factory continuing to be unable to fill the orders, an unfounded rumor that demand had fallen off in China caused Tesla stock to plummet two weeks ago. The financial and even regular news media has been attempting to coerce Tesla into handing over the advertising vig for years. What are a few thousand outright lies and slanted analysis compared to the prize, if they can bully Tesla into advertising to protect it from scum journalism? To put this in perspective: GM alone spent over 2.2billion dollars for advertising last year. Tesla spent none: you can figure it out. The media says one thing, but the facts on the ground say "outpreformed again" under all present less than optimal circumstances.
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  5. Dude you make me feel so static. I am wondering if I want to listen to podcasts about life extension at gym this morning or watch House of the Dragon and keep an eye on the market.
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  6. In the comments, someone claimed a similarity between USA/China present relations and those of Rome/Carthage before the Punic Wars. I began to write a rebuttal to that statement but really didn't care enough to get into it. But if analogies are to be drawn, I personally would be more likely to liken the present US/China dynamic to the US/Japanese dynamic that preceded Japan attacking both Mongolia/China, Pearl Harbor, and lots of places in between. Seems to me, that if you tighten the screws on China's economy, they are going to have to attack somewhere. So does the attack come at the bequest of Xi and directed outwardly or does it come as the anguished cry of a populace directed toward its directors? My money would be on the first scenario.
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  7. Wow
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  8.  @ralphhardie7492  Melt those valves!
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