SMCI
Super Micro Computer
-- 42.000 TSLA
Tesla
-- 357.090 NVDA
NVIDIA
-- 138.630 INTC
Intel
-- 23.930 MARA
MARA Holdings
-- 25.630 
$BYD Company ADR (BYDDY.US)$$XPeng (XPEV.US)$$NIO Inc (NIO.U...
I think ppl don't realise next year's impact on EVs in US market.
no more subsidised credit to buy EVs, oil price cheaper, drop by 25% to 50%, what's the incentive to buy EVs?
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Arthas : It drives itself
SKYWalkers OP Arthas : if u r taxi driver, an American car buyer wants to enjoy driving car
不回家的paul : Tesla is not a car company, it is a siasun robot&automation company.
SKYWalkers OP 不回家的paul : wrong
bullbearnme : Now do you realise your short on XPEV is Big Red
SKYWalkers OP bullbearnme : strange response
bullrider_21 : There may be more demand for ICE cars, meaning that oil price may rise.
SKYWalkers OP bullrider_21 : doesn't work that way, oil for cars is not the driver for oil price
beedeebee : the world narrative for greener energy will still continue to push the demand for EV. US market is trash, there are many other countries with larger populations to support this demand. US can continue to buy tesla
SKYWalkers OP beedeebee : that "green" ESG narrative has been pushed by a cabal to make money.
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