Lexic0n
voted
Electric vehicle maker Lucid on Wednesday reported fourth-quarter revenue that fell short of expectations after building just 7,000 of its Air luxury sedans last year amid manufacturing challenges. But the company said it expects to make between 10,000 and 14,000 vehicles in 2023.
Shares of the company fell roughly 7% in afterhours trading.
Here’s what the company reported for the fourth quarter of 2022:
Loss pe...
Shares of the company fell roughly 7% in afterhours trading.
Here’s what the company reported for the fourth quarter of 2022:
Loss pe...
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Lexic0n
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$Teladoc Health (TDOC.US)$ I wanted to buy Teledoc in the last 10 months (and likely would have invested at the absolute PEAK) and boy am I glad I didn't!
Is anyone else getting excited about entering TDOC in the near future? Do you have any conditions on an entry price that you'll be happy to enter in on?
Would love to open this topic for discussion! It's still a strong buying opportunity for me, but I'm quite comfortable sitting back and watching it a little longer!
Is anyone else getting excited about entering TDOC in the near future? Do you have any conditions on an entry price that you'll be happy to enter in on?
Would love to open this topic for discussion! It's still a strong buying opportunity for me, but I'm quite comfortable sitting back and watching it a little longer!
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Lexic0n
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$Tesla (TSLA.US)$ It is futile to preach to a crowd that thinks traditional metrics used to evaluate stocks are fuddy duddy rubbish, examples of long-ago industrial age technology. Today it is all about projections, all about sure-fire disruptive technologies like EV's and FSD.
Some old timers smile when we see startling valuations for $Rivian Automotive (RIVN.US)$ , $Lucid Group (LCID.US)$ , $Tesla (TSLA.US)$ and other EV companies. Does anyone recall Digital Equipment or Data General? They were "disruptive" companies, stock market darlings, growing hyper-fast. Until the market segment became saturated, and it all fell apart. Does anyone recall the beginning of the PC market? I bought a top-of-the-line Xerox PC for I think $3,000 or so, about $8,000 in today's money. Xerox was hot. Then after Xerox disappeared -- the disruptive PC market continued to soar and one of the huge market faves was Gateway computers. You could see their distinctive cartons everywhere, they were on the way to market domination. Uh, anyone buying Gateway computers these days? Wang Labs, the forerunner of the PC was another market darling, a sure-fire new technology called word processors. Then the company went pffft.
What most of the hot-stock crowd piling into Rivian and Lucid don't realize is how quickly a hyper-growth market can slow down. The overall vehicle market l is mature, slow-growth, saturated, cyclical and highly competitive. Not a market that sports generous valuations -- in fact for decades most vehicle manufacturers have traded at less than 1X revenues.
How long will it take for the "disruptive" EV segment to run into this brick wall? How soon will even EV segment become crowded and saturated? According to sky-high market caps for Tesla, Rivian and Lucid, the EV vehicle segment will grow at 50% or better, undisturbed for another decade. Their 20X and 30X revenue valuations will not compress toward the industry 1X average for the foreseeable future, despite a flood of new EV's entering the market over the next several years.
Good luck with that. I foresee ugly saturation reality colliding with the hyper-growth EV story circa 2025, at the latest 2027. And when that happens. lots of EV stocks -- vehicle makers and support companies -- will go south.
I know, I'm too old fashioned to understand the new reality. But I've seen a whole lot of disruptive technologies -- fax machines, cellular phones, PC's, mini-computers, smart phones, cable TV and many others -- become saturated and slow growth much sooner than Wall St. predicted.
Some old timers smile when we see startling valuations for $Rivian Automotive (RIVN.US)$ , $Lucid Group (LCID.US)$ , $Tesla (TSLA.US)$ and other EV companies. Does anyone recall Digital Equipment or Data General? They were "disruptive" companies, stock market darlings, growing hyper-fast. Until the market segment became saturated, and it all fell apart. Does anyone recall the beginning of the PC market? I bought a top-of-the-line Xerox PC for I think $3,000 or so, about $8,000 in today's money. Xerox was hot. Then after Xerox disappeared -- the disruptive PC market continued to soar and one of the huge market faves was Gateway computers. You could see their distinctive cartons everywhere, they were on the way to market domination. Uh, anyone buying Gateway computers these days? Wang Labs, the forerunner of the PC was another market darling, a sure-fire new technology called word processors. Then the company went pffft.
What most of the hot-stock crowd piling into Rivian and Lucid don't realize is how quickly a hyper-growth market can slow down. The overall vehicle market l is mature, slow-growth, saturated, cyclical and highly competitive. Not a market that sports generous valuations -- in fact for decades most vehicle manufacturers have traded at less than 1X revenues.
How long will it take for the "disruptive" EV segment to run into this brick wall? How soon will even EV segment become crowded and saturated? According to sky-high market caps for Tesla, Rivian and Lucid, the EV vehicle segment will grow at 50% or better, undisturbed for another decade. Their 20X and 30X revenue valuations will not compress toward the industry 1X average for the foreseeable future, despite a flood of new EV's entering the market over the next several years.
Good luck with that. I foresee ugly saturation reality colliding with the hyper-growth EV story circa 2025, at the latest 2027. And when that happens. lots of EV stocks -- vehicle makers and support companies -- will go south.
I know, I'm too old fashioned to understand the new reality. But I've seen a whole lot of disruptive technologies -- fax machines, cellular phones, PC's, mini-computers, smart phones, cable TV and many others -- become saturated and slow growth much sooner than Wall St. predicted.
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Lexic0n
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$Hyzon Motors (HYZN.US)$ This is a star in the making.. just wondering the intent of the shortlist...backed by competitors or..
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Lexic0n
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$Camber Energy (CEI.US)$ This is the most accurate depiction of most people in the market today. And in wanting to be in on the fun they’re gonna sell something they spent weeks and months researching just to try and be a part of something they know nothing about.
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Lexic0n
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$Futu Holdings Ltd (FUTU.US)$ This is ten points lower than the tiger!
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Lexic0n
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$Futu Holdings Ltd (FUTU.US)$ Although I don't know why, stocks on futu moomoo are going to fall today; but I always buy at the first time; I will continue to buy futu moomoo tomorrow; it's my favorite. After the update of the system platform, futu moomoo has many powerful features and good service! Thank you, futu! I believe futu will become stronger and better!
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