Jeremy Teague
reacted to
$Volta (VLTA.US)$ Volta has 2000 charging stations. The infrastructure bill will add 500,000 chargers to the United States charging network. the plan is to install 12,000ish chargers every quarter for the next 10 years to meet that goal. Well if Volta can manage to get 5% of those charging stations, it's 600 new charging stations quarterly on government contracts, that revenue would not even include new charging stations with AMC theatres and new corporate partnerships in 2022. Also revenues from at home charging stations... They are young but the potential could have them in the s&p in 5 years if they play their cards right.
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Jeremy Teague
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Columns Can Lucid Be the Next Tesla?
The answer very well could be a resounding “Yes!”
Notice how we said “the next Tesla.” That’s a very important distinction because it’s not saying that $Lucid Group (LCID.US)$ will displace or dethrone Tesla as the EV leader. It’s simply a question of whether another disruptor can enter the space and carve out a dominant position within it.
It’s debatable whether it’s easier now ten years after $Tesla (TSLA.US)$ forged its way into the auto industry — or if it’s harder.
On the one hand, Tesla has done a bulk of the heavy lifting. It transformed consumers’ view of electric vehicles and forced traditional automakers to make investments in the space. Charging companies, increased infrastructure spending on EV and far better technology has resulted.
While all of this will make Lucid’s entrance easier, it also faces a heck of a lot more competition.
Tesla’s the 800-lb gorilla in the room — or if you’d rather, the $1 trillion company — and has multiple global production facilities, impressive growth, robust financials and a massive lead in the EV market.
Looking past Tesla, there’s a whole host of new EV-specific companies in the space. They include several SPACs, but there’s also $NIO Inc (NIO.US)$ , $Rivian Automotive (RIVN.US)$ , $Fisker (FSR.US)$ , $XPeng (XPEV.US)$ , presumably $Apple (AAPL.US)$ and others. Then there’s the entire traditional auto space, which has a near-endless budget and now knows it has to go hard into electric vehicles if it wants to have a chance.
In short, competition will be the most difficult it’s ever been.
Notice how we said “the next Tesla.” That’s a very important distinction because it’s not saying that $Lucid Group (LCID.US)$ will displace or dethrone Tesla as the EV leader. It’s simply a question of whether another disruptor can enter the space and carve out a dominant position within it.
It’s debatable whether it’s easier now ten years after $Tesla (TSLA.US)$ forged its way into the auto industry — or if it’s harder.
On the one hand, Tesla has done a bulk of the heavy lifting. It transformed consumers’ view of electric vehicles and forced traditional automakers to make investments in the space. Charging companies, increased infrastructure spending on EV and far better technology has resulted.
While all of this will make Lucid’s entrance easier, it also faces a heck of a lot more competition.
Tesla’s the 800-lb gorilla in the room — or if you’d rather, the $1 trillion company — and has multiple global production facilities, impressive growth, robust financials and a massive lead in the EV market.
Looking past Tesla, there’s a whole host of new EV-specific companies in the space. They include several SPACs, but there’s also $NIO Inc (NIO.US)$ , $Rivian Automotive (RIVN.US)$ , $Fisker (FSR.US)$ , $XPeng (XPEV.US)$ , presumably $Apple (AAPL.US)$ and others. Then there’s the entire traditional auto space, which has a near-endless budget and now knows it has to go hard into electric vehicles if it wants to have a chance.
In short, competition will be the most difficult it’s ever been.
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$Fisker (FSR.US)$ Making the next car for the Pope. 🚀🚀🚀🚀🚀🙌🏾🙌🏾🙌🏾🙌🏾🙌🏾
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Jeremy Teague
liked
$Lucid Group (LCID.US)$ tonight will be exciting for lucid with what happening to rivian
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$Fisker (FSR.US)$ Is about to do the Tay-K for those that don't know what that is....The Race🏃🏿♂️🏃🏿♂️🏃🏿♂️🏃🏿♂️ 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🙏🙏🙏🙏
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Jeremy Teague
voted
Spoiler:
At the end of this post, there is a chance for you to win points!
Happy Monday mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Part Ⅰ: Make Your Choices
Part Ⅱ: Buzzing Stocks List & Mooers Comments
Every major index moved higher last week. Here is the weekly buzzing sto...
At the end of this post, there is a chance for you to win points!
Happy Monday mooers! Welcome back to Weekly Buzz, where we review the news, performance, and community sentiment of the selected buzzing stocks on moomoo platform based on search and message volumes of last week! (Nano caps are excluded.)
Part Ⅰ: Make Your Choices
Part Ⅱ: Buzzing Stocks List & Mooers Comments
Every major index moved higher last week. Here is the weekly buzzing sto...
![Weekly Buzz: "Stay hungry, Stay foolish"](https://ussnsimg.moomoo.com/1637569233933-77777000-android-org.gif/thumb)
![Weekly Buzz: "Stay hungry, Stay foolish"](https://ussnsimg.moomoo.com/1637569233992-77777000-android-org.png/thumb)
![Weekly Buzz: "Stay hungry, Stay foolish"](https://ussnsimg.moomoo.com/1637569234055-77777000-android-org.gif/thumb)
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Jeremy Teague
reacted to
$Sono Group (SEV.US)$ 10 more million shares being added. Back down to 25.00
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