9.95Open9.35Pre Close21 Volume3.71K Open Interest180.00Strike Price20.50KTurnover2006.64%IV-0.18%PremiumNov 29, 2024Expiry Date9.51Intrinsic Value100Multiplier-1DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type-0.9330Delta0.0215Gamma17.81Leverage Ratio-333.2272Theta0.0000Rho-16.61Eff Leverage0.0004Vega
Dan’l : The problems of LiDAR cost (whether it is Waymo’s vehicles, or the lack thereof with Tesla’s) could be solved by third parties (e.g., $Luminar Technologies (LAZR.US)$ now comes standard on one “uncrashable” Volvo, with another model already in the works).
We’re also gonna see a huge increase in AI (and the computing power it requires) that comes built into our cars, and that ain’t gonna be $NVIDIA (NVDA.US)$ or $Alphabet-C (GOOG.US)$ either… there’s small moats around those in these spaces, with alternatives that could provide viable solutions and formidable competition in relatively no time at all.
There’s enormous cost and added risk to them that go first, including the potential of becoming little more than mostly forgotten historical footnotes.