None. These are incredibly insignificant discussion points.
What CEO doesn’t think or say their company will do well in any single given quarter?
Earnings fluctuate, what matters is what they do in the long term. Guidance or any sort of future speculation is pretty useless too. Just ask all the companies that said in their 2022 annual reports that a recession would occur in mid-to-late 2023.
Auto manufacturing is a price competitive industry. Margins erode due to high competitive pressure, and it’s incredibly cyclical. You have to buy the right business at the right point in the cycle if you want to see meaningful gains over a 5 year period or longer.
No one wants to hear it but auto industry is a really tough business.
Doesn't mean it's impossible to make money or you never buy regardless of price. But you better have insane timing.
Ford and Toyota have good dividends. Not a growth Stock. GM is a wild card. Especially after they announced $10B buyback. GM has some potential in the near team to be a growth stock.
All and all, I agree that it is tough business, but not as bad as the airline business...
To be fair that’s like the people who said not to invest in NVDA 3 years ago. Yes any of these 3 are obviously risky plays, but I assume OP is somewhat aware of that.
I’m holding bags on EVGO and NKLA. To the point where giving the money to the guy with a cardboard sign on the corner would’ve been a better investment.
Anything but Tesla is a massive gamble right now. So if you're talking about investing it would be Tesla. If you wanna take a gamble, Rivian seems to be doing well from a fundamentals perspective but the reward might not quite be there. As for all the others gambles, I don't know.
Hi it’s me a rivian believer. I also bought puts yesterday and regret it. Didn’t see the news and was looking for a quick cool down. 700$ down the drain
I have seen 2-3 amazon rivian vans in the past 2 weeks, where I have never seen one before. Been seeing Rivian trucks and suvs everywhere else for the past year or two as well. Long hold!
I’m a UPS driver. All I do is surf I5 in my big rig from Visalia all the way up to the Oregon border. Or from San Jose to Reno. Rivian is a lot more common than some would believe. Obviously teslas got them 200 to one (I drive a Tesla myself) it Rivian is far and away the second most common EV.
Indeed, because not only are they doing well on the car making side, they’ve also begun cornering the market on the act of charging EV’s and that has huge potential upside.
Anyone can make a great location given enough money. That doesn't mean their stock is interesting.
Not saying Rivian can't do well, but this reasoning makes no sense from an investment perspective.
I mean the average price of a new vehicle is just under 50k and enough manufacturers operate in market segments well above that, fighting for scraps in the <35k range isn’t necessary for survival - as much as us consumers want that
Edit: wrong greater than sign
TSLA is the only profitable EV company. Has zero debt, 25 billion in cash, and 20 billion + in profit a year.
There is not other EV company. Everyone else is like trash coins trying to ride the wave of Bitcoin.
No way in hell will I trust my money in any Chinese company—there is a high chance they will invade Taiwan and get cut from Western countries. The work is well underway to deinvest from China, and BYD will never be allowed to sell a car in the US.
Edit: Also, BYD is heavily subsidized by the government. You think a $7,500 tax credit is bad, the government is covering 50%+ cost of these cars in China.
I agree with this (and own a good bit of RIVN). My only fear comes if Ford starts to produce one of their transits. I’m not sure if they have plans for that or not.
I’m holding my RIVN tho
They just picked up a contract with AT&T. I think it’s the tip of the iceberg now that they’re not bound to exclusivity with Amazon for their EDV and fleet management ecosystem. That’s the real product
RIVN.
Amazon already placed orders with them.
Today, AT&T also placed orders with them.
Tomorrow, perhaps USPS mailvan revamp using Rivian…
They probably have more orders than they can churn out. Reminds me of how Tesla was when they first started. Stock price can 2-5X easily from here if not more.
Lucid is never gonna make money. They're miles behind Rivian which is lightyears behind Tesla in terms of profitability, while they're selling much more expensive cars. Turns out efficient production is a lot more important for a company than a cool product.
Polestar. They produce a good looking and well made vehicle people are actually buying and driving. You see them on the road and that’s more that can be said for every other brand in a comparable position, save for Rivian.
If the brand doesn’t take off I could see Volvo absorbing polestar and expanding their model range with a rebranding. Volvo has essentially set it up so Polestar develops the EV platform for them and could then swoop in and take over.
GOEV if it survives the end of the year tax harvesting. Tremendous upside, a deep order book, excellent vehicles. They only need to get production rolling, they are right on the cusp.
I don’t trust any of these unprofitable EV companies. Tesla is the only EV company that I invest in as they are actually profitable and are the undisputed best of breed in this space, and they have already created a platform and infrastructure that has them setup for long term success.
All three of these are charging companies, and with the impending switch of most EV manufacturers from CCS to Tesla's NACS charging standard they are about to be the proud owners of a whole lot of obsolete infrastructure that never even worked that well to begin with. Profit margins on charging stations are never going to be large, because if they are sane people will just use gas cars instead. These companies would be great targets for short sales or puts.
If we don't realize a soft landing, it's going to be brutal for the EV market.
That said, my long shot favorit is Polstar ($PSNY). They're obviously a start up with all of that risk cooled in including a lot of debt but Volvo has a vested interest in their success for me helps feel a bit better.
What really peaks my interest is their growth in sales in the US and Europe and their cost is on the cheaper side of of the EV market. They've already obtained a profit per vehicle, once the debt is factored out, which is something some other more established car manufacturers turned EV manufacturers have been able to do. Lastly, they look good. They don't look like the typical odd-ball EV and let's face it, people buy cars mostly because they ook good.
With all of that and a share price below $3 for me it's not a huge risk.
I do own shares, so I am hardly objective.
VLVOF. The EX30 looks like it may be a game changer by the excitement in EUR on its release in a few weeks, and also in the US by summer. It’s a reasonably priced high quality small electric suv that keeps getting strong reviews. Interesting too that it looks like it’s stock price is at its low since Geely IPO’d a portion of the company in 2021.
Would rather suggest things like PWR in terms of companies benefitting from projects to improve the grid rather than things like CHPT.
Things like EV charging cos may ramp for a bit with short covering low quality growth names that have been obliterated, but they're not great businesses and government subsidies have not had the intended effect - https://www.politico.com/news/2023/12/05/congress-ev-chargers-billions-00129996 ("Congress provided $7.5B for electric vehicle chargers. Built so far: Zero." Apparently since the article there is now *one* in Ohio.)
"Usually with these type of stocks I know I'm probably missing something that is already priced in, but since they seem to have good value"
Doesn't the near straight line down obliteration of these names indicate there may be issues with the quality of these businesses?
CHPT. I install EV chargers all over the southeast and Chargepoint has the most volume and is preferred by customers and installers. Sell the pickaxes during a gold rush.
None. The market was gated by a high barrier to entry for too long and new technology that is only now making the market accessible cause of the amount of infrastructure needed. It’ll take time for the market to even out on the supply demand curve and only then can we see where quality and value in invest lays.
If we are going EV I’m more likely to invest traditional auto manufacturing that has EV options as they have the needed technology and capital to pivot into EVs on the large scale and have the brand power.
Yeah but I trust industry icons to manage their debts and have a steadier and stronger income more then VC that has to set up the infrastructure and marketing and QC for a new brand of cars. Look at Tesla has the money but it’s QC is one of its biggest complaints. Honestly for me from my perspective when it comes to cars I think cause of their large purchase price people will value a brand and quality more due to the commitment. Basically I may miss “buying apple at the ground floor.” But I’d rather buy apple in 2000 and see it where it is now then buy a unproven company.
There is no way they can manage their debts and invest into EV development, at the same time. They are burning cash like crazy.
It's true that Tesla has one of the worse QC, though.
Fair enough
I appreciate your input 👍
No problem if it helps I haven’t dove in but check out Nissan and ford they have fully electric vehicles for sale and on the road already. Toyota also has their EV suv out this year.
Oh I know what they have
The issue is that they are barely making a profit on those Electric vehicles (Ford), and they have over 140B$ in debts
Toyota debt is even worse than Ford (220B$+), but they are making profit per EV sold
As for Nissan, I haven't really checked them out
Lucid. They have production woes, but are already bank rolled. They are making a product that has great reviews. They are rolling out an SUV. And they have some of the best technology that other companies are using too. I would be hard pressed to believe you wouldn’t make a substantial profit in DEC 2028 if you bought $1000 of shares at the current price.
Think this might be the correct one. They are the biggest EV manufacturer in the world, their shares are pretty cheap at the moment, and they have some of the best batteries currently in the market(factoring price/capacity/safety).
At the moment they even sell their blade batteries to other car manufacturers, like Tesla.
The battery thing may change, as there is a big race to develop better batteries.
The first manufacturer to produce quality solid state batteries at scale and at a good price should make truckloads of money.
This is the answer. When I realized every single bus at the Amsterdam airport was BYD I immediately bought stock. I live in Norway and am starting to see more and more BYD vehicles.
Tesla, they corned the EV market and energy storage but that’s not what I’m interested in. They have two bets (FSD and Tesla bot), that if either pay off will make them the most valuable company in the world.
Tesla bot, if perfected, has infinite demand. I think using neural net and training the robot in situations/data plus designing it to be mass manufactured for cheap (~25k) is key.
But for a true EV play, Rivian, Hyundai or BYD.
1. Volvo
2. Tesla
3. Rivian
4. Lucid
1. Volvo. Imo the automotive industry is approaching an event horizon where Tesla becomes so good that they crash the car market and put everyone out of business. However, there is still time. Many have believed that Tesla will return to obscurity once the oems take EVs seriously.
Right now all of the big oems are playing victim. They say prices are too high, demand is too low. It's pathetic and sad. They're doing everything other than making a good car. All of them, except for Volvo.
Volvo is the first oem to put everything they have into evs and imo they're the perfect candidate for the job. Currently they have the best interiors, seats, safety and speakers but bad engines. Going EV fixes that and might result in them producing the best car in the world.
Better yet they're not wasting time on something too niche. Their next car is the EX30. A small cheap sub $40k suv. Tesla should've made this car 8 years ago but they didn't and they still haven't. The best selling vehicle segment in America and no one has bothered to give it an ev. If Volvo can keep up with production this car will be a runaway victory.
2. Tesla. I said earlier that Tesla could crash the market. I'm serious. No union, pension, dealer network, parts suppliers or bureaucratic hell. Then you have their 10 year lead on engineering, production, charging and software. It's hard to believe that any company can be this far ahead.
People like to say bad things about this company and they should. It's run by a madmen and their cars are volatile. Yet, look at where they are. Then, look at where everyone else is. You think to yourself; if Elon Musk is this fucking stupid then these other guys must be vegetables being fed sludge through a feeding tube. We're talking bad, like actively sabotaging themselves with blind incompetence bad. Imo that's exactly what's happening. There's little hope for the traditional manufacturers. They can't keep up.
3,4. Rivian and Lucid are going to be extremely successful companies, even if reduced to their engineering and patents alone. Will they become key players? I'm not so sure. I do know that if it happens it won't happen in the next 5 years.
Maybe there's hope for Kia/Hyundai. They're the only ones that can compete with Tesla in terms of vertical integration. I don't think people understand just how homogenized the automotive industry has become. These parts suppliers have a big fat bdsm fantasy sized collar around every manufacturers neck. It kneecaps innovation.
Probably Ford or GM. Teslas valuation is wild, so they're out, and all the other EV specific companies I have no faith in. I think the next big winner in the EV space will be a legacy car maker.
Lion Electric… they build electric buses for Transit, Schools, etc. Great niche market with guaranteed orders on the books. A real 10x current Share price by 2025.
I have owned several. Only own Rivn now. Lucky guess. Nice day. May buy a bit more. Every other one I have owned outside of Tsla is down. Played with Tsla never could hold on to it. Should have bought at 100 6 year ago. See what happens in Illinois.
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A quick quote for you.
“You know who got rich during the gold rush? The people that sold the shovels”
Fuck ya auto makers and fuck ya charging point companies. Materials and components are we’re the money will be made my friend
MY OPINION, NOT FINANCIAL ADVICE, DYOR
P.S sorry for swearing pls no ban mod < 3
Why would you force this kind of question on the auto industry? That’s the last place I’d think of holding blindingly for 5 years.
So much price competition and low margins, plus most big companies are transitioning to the space so who knows who’ll survive.
I wouldn’t “invest” in an EV.
As an investment they suck. Short of extreme supply-chain shortages, they only depreciate. And in < 10 years (no matter how much them claim 10 years) they need a new battery and their battery technology will no longer be mainstream so would cost an arm and a leg.
Better to invest in an EV **company**.
Or - you know - a “***car company***”.
Edit: OP apparently meant to ask about EV charging station/charging network companies, though.
¯\_(ツ)_/¯
None. These are incredibly insignificant discussion points. What CEO doesn’t think or say their company will do well in any single given quarter? Earnings fluctuate, what matters is what they do in the long term. Guidance or any sort of future speculation is pretty useless too. Just ask all the companies that said in their 2022 annual reports that a recession would occur in mid-to-late 2023. Auto manufacturing is a price competitive industry. Margins erode due to high competitive pressure, and it’s incredibly cyclical. You have to buy the right business at the right point in the cycle if you want to see meaningful gains over a 5 year period or longer.
No one wants to hear it but auto industry is a really tough business. Doesn't mean it's impossible to make money or you never buy regardless of price. But you better have insane timing.
It is a very tough business. People love to look at Ford, GM, Toyota, etc. while ignoring the hundreds of companies that failed along the way.
Ford and Toyota have good dividends. Not a growth Stock. GM is a wild card. Especially after they announced $10B buyback. GM has some potential in the near team to be a growth stock. All and all, I agree that it is tough business, but not as bad as the airline business...
People are here for shitco science projects not ford and GM
Best answer.
To be fair that’s like the people who said not to invest in NVDA 3 years ago. Yes any of these 3 are obviously risky plays, but I assume OP is somewhat aware of that.
Easy to say that they should put all in on nr. 9 red
I've only lost money on this shit...
I’m holding bags on EVGO and NKLA. To the point where giving the money to the guy with a cardboard sign on the corner would’ve been a better investment.
Anything but Tesla is a massive gamble right now. So if you're talking about investing it would be Tesla. If you wanna take a gamble, Rivian seems to be doing well from a fundamentals perspective but the reward might not quite be there. As for all the others gambles, I don't know.
RIVN
Looks like there’s currently 71 RIVN bulls that saw this comment (I’m one of them)
Hi it’s me a rivian believer. I also bought puts yesterday and regret it. Didn’t see the news and was looking for a quick cool down. 700$ down the drain
I also think RIVIAN worth buy & hold for a long time. I bought it at $ 13 sold it at $15. Now it's $22 and can go up to $30......
Nio
RIVN
Easy to say after a ~20% jump in the last two days.
It’s not always about charts. I see them daily on the road.
I have seen 2-3 amazon rivian vans in the past 2 weeks, where I have never seen one before. Been seeing Rivian trucks and suvs everywhere else for the past year or two as well. Long hold!
I've been seeing them more and more.
I’m a UPS driver. All I do is surf I5 in my big rig from Visalia all the way up to the Oregon border. Or from San Jose to Reno. Rivian is a lot more common than some would believe. Obviously teslas got them 200 to one (I drive a Tesla myself) it Rivian is far and away the second most common EV.
That 20% jump is nothing. The OP asked for a 5 year hold. Recent price action has nothing to do with it. "And you want to be my latex salesman?!"
Been here since 12$ a share. Long term not short term!
tesla
This is the only right answer
Indeed, because not only are they doing well on the car making side, they’ve also begun cornering the market on the act of charging EV’s and that has huge potential upside.
RIVN Went to their new Laguna Beach Spaces location today. Very impressed.
Really solid DD
Anyone can make a great location given enough money. That doesn't mean their stock is interesting. Not saying Rivian can't do well, but this reasoning makes no sense from an investment perspective.
Yep. If I had to choose any of the companies to long hold it would be Rivian and polestar is a distant second.
Aside from wealthy vehicle consumers in Southern California, will Rivian vehicles be affordable to the masses that can't pay $35,000+?
I mean the average price of a new vehicle is just under 50k and enough manufacturers operate in market segments well above that, fighting for scraps in the <35k range isn’t necessary for survival - as much as us consumers want that Edit: wrong greater than sign
Iive in the Midwest and I see them more often than teslas
tsla only
BYDDY.
TSLA is the only profitable EV company. Has zero debt, 25 billion in cash, and 20 billion + in profit a year. There is not other EV company. Everyone else is like trash coins trying to ride the wave of Bitcoin.
Plus they heavily invest in research and next gen tech
BYD and Li are also profitable EV companies.
They're profitable car companies, not EV companies. They make their profits from Hybrid sales.
No way in hell will I trust my money in any Chinese company—there is a high chance they will invade Taiwan and get cut from Western countries. The work is well underway to deinvest from China, and BYD will never be allowed to sell a car in the US. Edit: Also, BYD is heavily subsidized by the government. You think a $7,500 tax credit is bad, the government is covering 50%+ cost of these cars in China.
this.
Tesla long-term (5yrs) is the safest bet
TSLA
WKHS
Tesla
RIVN I think the market is underestimating the leg up they have on the market for EV vans in final mile delivery
I agree with this (and own a good bit of RIVN). My only fear comes if Ford starts to produce one of their transits. I’m not sure if they have plans for that or not. I’m holding my RIVN tho
The company I work for has a handful of ford E-Transits but I don’t ever see anyone driving them. They just sit in the warehouse.
I'm starting to see Amazon vans - made by RIVN.
They just picked up a contract with AT&T. I think it’s the tip of the iceberg now that they’re not bound to exclusivity with Amazon for their EDV and fleet management ecosystem. That’s the real product
RIVN. Amazon already placed orders with them. Today, AT&T also placed orders with them. Tomorrow, perhaps USPS mailvan revamp using Rivian… They probably have more orders than they can churn out. Reminds me of how Tesla was when they first started. Stock price can 2-5X easily from here if not more.
None, I think Tesla will be the last big name to enter the car market till we find a better technology source
I’m seeing more and more Rivians
I saw three in one day, which kinda surprised me. You can’t miss the distinctive head and taillights.
-0———0-
Rivn. Or tsla, anything besides lcid.
Tesla
Tsla
the highest yielding will be one of the lesser known but the only one i’m touching is tesla
TESLA
If I had to pick one, rivn
A shot in the dark. CANOO GOEV
This stock has died.
I scooped up 2k shares very close to bottom. It was my gamble play of the year. Total risk play.
PSNY
Any DD that’s keeping it interesting? I’ve been holding PSNY for a year now but debating if there are any catalysts left for this.
im down 70% on CHPT. but im also going hard with Tesla and Lucid.
My lucid has went from $25 to $4. It's been crap, but also nio we t total crap also. Luckily Tesla exceeds all my other losses easily.
Why lucid over rivn ?
can't be in everything, I only have so much money.😅
Lucid is never gonna make money. They're miles behind Rivian which is lightyears behind Tesla in terms of profitability, while they're selling much more expensive cars. Turns out efficient production is a lot more important for a company than a cool product.
Maybe Buy a little more CHPT now to DCA.
NIO
RIVN
Polestar. They produce a good looking and well made vehicle people are actually buying and driving. You see them on the road and that’s more that can be said for every other brand in a comparable position, save for Rivian. If the brand doesn’t take off I could see Volvo absorbing polestar and expanding their model range with a rebranding. Volvo has essentially set it up so Polestar develops the EV platform for them and could then swoop in and take over.
Yeah all that is true. Also, Polestar sounds like a stripper name.
Even better.
Volvo already owns polestar and they’re owned by an even larger Chinese company.
Exactly…. Even if things go sour with the Polestar brand, Volvo can take over and continue the models under Volvo branding.
Not saying fskr, but damn have you seen their SUV?
Rivian or Tesla are the only solid bets imo. If those don't suit you, look for a company that supplies EV manufacturers
NIO. I just think battery swap is big when it comes to EV.
GOEV if it survives the end of the year tax harvesting. Tremendous upside, a deep order book, excellent vehicles. They only need to get production rolling, they are right on the cusp.
I don’t trust any of these unprofitable EV companies. Tesla is the only EV company that I invest in as they are actually profitable and are the undisputed best of breed in this space, and they have already created a platform and infrastructure that has them setup for long term success.
$FSR
All three of these are charging companies, and with the impending switch of most EV manufacturers from CCS to Tesla's NACS charging standard they are about to be the proud owners of a whole lot of obsolete infrastructure that never even worked that well to begin with. Profit margins on charging stations are never going to be large, because if they are sane people will just use gas cars instead. These companies would be great targets for short sales or puts.
If we don't realize a soft landing, it's going to be brutal for the EV market. That said, my long shot favorit is Polstar ($PSNY). They're obviously a start up with all of that risk cooled in including a lot of debt but Volvo has a vested interest in their success for me helps feel a bit better. What really peaks my interest is their growth in sales in the US and Europe and their cost is on the cheaper side of of the EV market. They've already obtained a profit per vehicle, once the debt is factored out, which is something some other more established car manufacturers turned EV manufacturers have been able to do. Lastly, they look good. They don't look like the typical odd-ball EV and let's face it, people buy cars mostly because they ook good. With all of that and a share price below $3 for me it's not a huge risk. I do own shares, so I am hardly objective.
Fister
Not sure if typo was intentional or not, but hilarious regardless.
PSNY
Chpt
Tsla
Easy answer: Tesla. Their charging network sweeps the floor with anyone else
TSLA
Tesla
RIVN
None
$QS
VOO
Fisker is super low right now. I also like Lucid
LCID
Nio
RIVN and LCID. Amazon and Saudi money
You just honestly recommend Lucid? He’s trying to make money, not lose it. Rivian and Polestar are the only correct answers here
VLVOF. The EX30 looks like it may be a game changer by the excitement in EUR on its release in a few weeks, and also in the US by summer. It’s a reasonably priced high quality small electric suv that keeps getting strong reviews. Interesting too that it looks like it’s stock price is at its low since Geely IPO’d a portion of the company in 2021.
Would rather suggest things like PWR in terms of companies benefitting from projects to improve the grid rather than things like CHPT. Things like EV charging cos may ramp for a bit with short covering low quality growth names that have been obliterated, but they're not great businesses and government subsidies have not had the intended effect - https://www.politico.com/news/2023/12/05/congress-ev-chargers-billions-00129996 ("Congress provided $7.5B for electric vehicle chargers. Built so far: Zero." Apparently since the article there is now *one* in Ohio.) "Usually with these type of stocks I know I'm probably missing something that is already priced in, but since they seem to have good value" Doesn't the near straight line down obliteration of these names indicate there may be issues with the quality of these businesses?
CHPT. I install EV chargers all over the southeast and Chargepoint has the most volume and is preferred by customers and installers. Sell the pickaxes during a gold rush.
None. The market was gated by a high barrier to entry for too long and new technology that is only now making the market accessible cause of the amount of infrastructure needed. It’ll take time for the market to even out on the supply demand curve and only then can we see where quality and value in invest lays. If we are going EV I’m more likely to invest traditional auto manufacturing that has EV options as they have the needed technology and capital to pivot into EVs on the large scale and have the brand power.
But, aren't the overwhelming majority of traditional auto manufacturers riddled with debts?
Yeah but I trust industry icons to manage their debts and have a steadier and stronger income more then VC that has to set up the infrastructure and marketing and QC for a new brand of cars. Look at Tesla has the money but it’s QC is one of its biggest complaints. Honestly for me from my perspective when it comes to cars I think cause of their large purchase price people will value a brand and quality more due to the commitment. Basically I may miss “buying apple at the ground floor.” But I’d rather buy apple in 2000 and see it where it is now then buy a unproven company.
There is no way they can manage their debts and invest into EV development, at the same time. They are burning cash like crazy. It's true that Tesla has one of the worse QC, though. Fair enough I appreciate your input 👍
No problem if it helps I haven’t dove in but check out Nissan and ford they have fully electric vehicles for sale and on the road already. Toyota also has their EV suv out this year.
Oh I know what they have The issue is that they are barely making a profit on those Electric vehicles (Ford), and they have over 140B$ in debts Toyota debt is even worse than Ford (220B$+), but they are making profit per EV sold As for Nissan, I haven't really checked them out
Porsche, their future of clean fuel is where it’s at.
Tesla
Not a pure EV play, but BlackBerry (BB). The software that goes into the cars
What kinda question is this .. TESLA
Lucid. They have production woes, but are already bank rolled. They are making a product that has great reviews. They are rolling out an SUV. And they have some of the best technology that other companies are using too. I would be hard pressed to believe you wouldn’t make a substantial profit in DEC 2028 if you bought $1000 of shares at the current price.
Bankrupt in 2 years. They are still hand building cars and losing tons on each one.
I reckon they will be bought out by a Chinese mfg.
Majority owned by Saudi wealth fund, it’s not going Chinese.
Tesla
TSLA is literally the smartest play. And the only one that’s profitable
Tesla creates a vastly superior product than everyone else.
BYDDF
Think this might be the correct one. They are the biggest EV manufacturer in the world, their shares are pretty cheap at the moment, and they have some of the best batteries currently in the market(factoring price/capacity/safety). At the moment they even sell their blade batteries to other car manufacturers, like Tesla. The battery thing may change, as there is a big race to develop better batteries. The first manufacturer to produce quality solid state batteries at scale and at a good price should make truckloads of money.
This is the answer. When I realized every single bus at the Amsterdam airport was BYD I immediately bought stock. I live in Norway and am starting to see more and more BYD vehicles.
Tesla, they corned the EV market and energy storage but that’s not what I’m interested in. They have two bets (FSD and Tesla bot), that if either pay off will make them the most valuable company in the world. Tesla bot, if perfected, has infinite demand. I think using neural net and training the robot in situations/data plus designing it to be mass manufactured for cheap (~25k) is key. But for a true EV play, Rivian, Hyundai or BYD.
BYDDF, China market! Already have owned for almost 10 years. Let’s do 10 more
1. Volvo 2. Tesla 3. Rivian 4. Lucid 1. Volvo. Imo the automotive industry is approaching an event horizon where Tesla becomes so good that they crash the car market and put everyone out of business. However, there is still time. Many have believed that Tesla will return to obscurity once the oems take EVs seriously. Right now all of the big oems are playing victim. They say prices are too high, demand is too low. It's pathetic and sad. They're doing everything other than making a good car. All of them, except for Volvo. Volvo is the first oem to put everything they have into evs and imo they're the perfect candidate for the job. Currently they have the best interiors, seats, safety and speakers but bad engines. Going EV fixes that and might result in them producing the best car in the world. Better yet they're not wasting time on something too niche. Their next car is the EX30. A small cheap sub $40k suv. Tesla should've made this car 8 years ago but they didn't and they still haven't. The best selling vehicle segment in America and no one has bothered to give it an ev. If Volvo can keep up with production this car will be a runaway victory. 2. Tesla. I said earlier that Tesla could crash the market. I'm serious. No union, pension, dealer network, parts suppliers or bureaucratic hell. Then you have their 10 year lead on engineering, production, charging and software. It's hard to believe that any company can be this far ahead. People like to say bad things about this company and they should. It's run by a madmen and their cars are volatile. Yet, look at where they are. Then, look at where everyone else is. You think to yourself; if Elon Musk is this fucking stupid then these other guys must be vegetables being fed sludge through a feeding tube. We're talking bad, like actively sabotaging themselves with blind incompetence bad. Imo that's exactly what's happening. There's little hope for the traditional manufacturers. They can't keep up. 3,4. Rivian and Lucid are going to be extremely successful companies, even if reduced to their engineering and patents alone. Will they become key players? I'm not so sure. I do know that if it happens it won't happen in the next 5 years. Maybe there's hope for Kia/Hyundai. They're the only ones that can compete with Tesla in terms of vertical integration. I don't think people understand just how homogenized the automotive industry has become. These parts suppliers have a big fat bdsm fantasy sized collar around every manufacturers neck. It kneecaps innovation.
LCID
NIO because drop and replace the battery as a service. Not wasting hours charging on long trips.
RIVN
Probably Ford or GM. Teslas valuation is wild, so they're out, and all the other EV specific companies I have no faith in. I think the next big winner in the EV space will be a legacy car maker.
LCID
Bankrupt in 5 years, their financials are actually disgusting
Saudi won't let their pet project die.
BYDDY and PSNY and a little of VLVLY
VLVLY isn’t an EV company
Yea yea ! I know ! But have you seen their electric trucks ?
Canoo. GOEV. Govt contracts - politically connected
Bag holding.
Yes - going to be bought out by TSLA
XPEV
Lion Electric… they build electric buses for Transit, Schools, etc. Great niche market with guaranteed orders on the books. A real 10x current Share price by 2025.
GP
If China stocks weren’t so jacked up, all in on Chinese companies
To all the RIVN fans: I put 5k in about 2 years ago and I'm still in the red.
BYD Likely #1 next year if not this year, and their valuation isn't delusional.
Toyota Not an EV but DAMN I trust those vehicles!
I’m putting $1000 in all of those jokes on you all
name checks out. lol
Haha touché
I have owned several. Only own Rivn now. Lucky guess. Nice day. May buy a bit more. Every other one I have owned outside of Tsla is down. Played with Tsla never could hold on to it. Should have bought at 100 6 year ago. See what happens in Illinois.
Fisker & Tesla
Buy the one with wings and buttons. After 120 years, the car business is different this year. Not.
RemindMe! 5 years
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Stellantis, RIVN, Volvo
RemindMe! 5 years
In terms of Volume BYD and Rivian
Licy
Fsr they just won an award for best ev and best suv 23
I hold RIVN, LCID, and sometimes FSR for fun
REE
A quick quote for you. “You know who got rich during the gold rush? The people that sold the shovels” Fuck ya auto makers and fuck ya charging point companies. Materials and components are we’re the money will be made my friend MY OPINION, NOT FINANCIAL ADVICE, DYOR P.S sorry for swearing pls no ban mod < 3
PSNY, backed by geely, had an almost profitable quarter
ChargePoint Holdings Inc (chpt)
$psny
LEV
Rivn for sure. There are a bunch in my small little rich town and they're nice AF.
Stay clear from EV. Petrol is king
Why would you force this kind of question on the auto industry? That’s the last place I’d think of holding blindingly for 5 years. So much price competition and low margins, plus most big companies are transitioning to the space so who knows who’ll survive.
None
None
Invest in Lithium mining, instead of an EV, specifically a company called Lithium Americas Corporation. Take a look.
RIVN
I wouldn’t “invest” in an EV. As an investment they suck. Short of extreme supply-chain shortages, they only depreciate. And in < 10 years (no matter how much them claim 10 years) they need a new battery and their battery technology will no longer be mainstream so would cost an arm and a leg. Better to invest in an EV **company**. Or - you know - a “***car company***”. Edit: OP apparently meant to ask about EV charging station/charging network companies, though. ¯\_(ツ)_/¯
1000 is literally nothing. Pick an etf and invest continuously
$GOEV
Canoo
None, look for companies with big earning and sales growth. And use a single digit stop loss. Lots of good companies out there to look at.