All things STOCKS

#19,451
#19,451
Vol737 said:
Yep, axed the F-150 Lightning. Didn’t they scuttle one of their original ev products too? Just a few players in that space that I think can stand up over time (TSLA, Rivian maybe). Even Toyota has said hybrid is the sweet spot for them and have mostly abandoned their EV projects
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Rivian isn't going to last IMO
 
#19,453
#19,453
95 Vol Alum said:
I keep waiting for them to shudder the whole thing but still hiring.
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Expect the SK ON battery plant to open but it wont meet current employment projections.

Same with Ford plant.

Rumor is next step will be revising incentive grant contracts to reflect lower job #s. State did protect themselves after the Electrolux debacle so interested to see if Lee admin will punt those discussions to next admin...
 
#19,454
#19,454
BigOrangeMojo said:
Expect the SK ON battery plant to open but it wont meet current employment projections.

Same with Ford plant.

Rumor is next step will be revising incentive grant contracts to reflect lower job #s. State did protect themselves after the Electrolux debacle so interested to see if Lee admin will punt those discussions to next admin...
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I just caught up. This was from the CA article. Not sure how they can justify another gas powered plant without shutting something down elsewhere.

“The Tennessee Electric Vehicle Center was expected to employ 3,300 people — that number has now been reduced to 2,300, not including the 80 employees already on salary.”
 
#19,455
#19,455
95 Vol Alum said:
I just caught up. This was from the CA article. Not sure how they can justify another gas powered plant without shutting something down elsewhere.

“The Tennessee Electric Vehicle Center was expected to employ 3,300 people — that number has now been reduced to 2,300, not including the 80 employees already on salary.”
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They might shut down an inefficient union plant elsewhere but yeah, not sure they have the demand for another gas vehicle plant....
 
#19,460
#19,460
Medline CEO is on CNBC after the break.


The Medline IPO is TODAY (Wednesday, 12/17) looks interesting.

MDLN
$26-$30/share pricing
Expected to raise $5.37B (now $6B)
Will be the largest US IPO in 2025
 
#19,462
#19,462
Vol737 said:
DLR getting attractive again. Watching this pullback. Like the REIT structure, dividend and its long term outlook for data center demand.

View attachment 798723

View attachment 798724
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I like this company and this space but I do have long term reservations. When it comes to this industry, I am ultimately worried about the inevitable transition to space that will happen in the next 4-5 years. SpaceX will provide the transportation and these companies will begin running their data centers where energy and cooling is limitless.
 
#19,464
#19,464
Don't think Santa Claus is going to have a rally this year.

Think we will see mass profit taking.


The good news...I'm usually wrong.
 
#19,472
#19,472
YankeeVol said:
Rivian isn't going to last IMO
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I’ve never driven one, but to me, it’s one of the best-looking SUVs on the road. My avg is 11.55 and only have 100 shares. So really nothing. But if it looks good people will buy it. VW has the new Scout coming out too and that ties in with Rivian technology. I’m a sucker for old Scouts and the new ones look pretty sweet.
 
#19,473
#19,473
TC 83 said:
I’ve never driven one, but to me, it’s one of the best-looking SUVs on the road. My avg is 11.55 and only have 100 shares. So really nothing. But if it looks good people will buy it. VW has the new Scout coming out too and that ties in with Rivian technology. I’m a sucker for old Scouts and the new ones look pretty sweet.
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I got a little $VWAGY a couple years ago after reading some positive projections. It's down 35%, so I wouldn't mind them turning some heads.
 
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#19,474
#19,474
TC 83 said:
I’ve never driven one, but to me, it’s one of the best-looking SUVs on the road. My avg is 11.55 and only have 100 shares. So really nothing. But if it looks good people will buy it. VW has the new Scout coming out too and that ties in with Rivian technology. I’m a sucker for old Scouts and the new ones look pretty sweet.
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They look nice, but it's a niche vehicle, and they won't last. Just IMO of course.

Outside of Tesla, EVs just aren't THAT popular (even for GM, Ford, etc).

For every Rivian or Lucid I see, I see 20+ Teslas if not more.
 
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