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I have a mode I call, "the vacuum". We have a small cap that sees low volume. It is a medium holding for us. I followed it for 24 months before...
I haven't mentioned the CATL Shanghai plant build in a while. It is nearly done and I believe it is not operational but is beginning to tool. An...
We're having an epic day. One of our medium holdings that had been doing quite well since we purchased in 2018 jumped 10% today. The rest are...
BTW, phase 3 at Giga Shanghai resumed a couple of days ago. Elon put the brakes on expansion for about a year but it's back on in Shanghai. I...
I have never thought we would but I believe it will slam hard in the EV direction over a short period of time. The conversion will happen too...
Now that I've upset everyone with my corruption/politics rant.... :D The last 6 trading days have been epic. Not the biggest gains of our...
The WHO has tabled international health regulations that will give them power to lock the world down. I expect nearly all western countries to...
Something significant seems to be changing at Giga Shanghai. The logistics of the Shanghai operation are heavily reshaping toward the export...
Chrysler was on the verge of bankruptcy for decades. Not all that long ago, either. These days, Stellantis seems to be the best run of the big 3...
How about a fully hydrogen Sienna? Hydrogen is the future. Toyota is going to release it any day now and battery electric vehicles will be...
I'm waiting for a 1000 mile battery that recharges using methane collected from the bottom of the driver's seat.
Tesla's global production rate currently sits at 2.8M annual units and they have plenty of room to scale.
Batteries are getting cheaper quickly. We have passed the threshold of batteries being cheaper than ICE drive trains. If I was an ICE car...
Toyota continues to push hydrogen over BEV, despite the Japanese government nearly begging them to take BEV seriously.
I've been trying to learn about the new pneumonia strain that China invented. As best I can tell, we are not under threat of another global pandemic.
Things look dire for Mazda but I believe they still have a chance of success, despite pretending electric vehicles did not exist until a few...
I gave a thumbs up for "The Death of a LEGEND", not for the fact that Mr. Munger passed. He was a tremendous man.
VW is also moving production to China and laying off German workers. This is their admission they cannot compete with Tesla.
I just finished reading the details of what can only be described as a hostile takeover. Microsoft just won Earth. The future was linux. Now...
The OpenAI board is Sam Atlman's bitch. I'm not sure if Sam back as CEO is good or bad but the future of OpenAI is now absolutely certain. I'd...
