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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: towerdog who wrote (83288)12/28/2023 4:21:12 PM
From: Sun Tzu1 Recommendation

Recommended By
ajtj99

   of 97778
 
There's a Swedish company whose name I have forgotten. They are likely a true disruptor. They make remote operating trucks. Basically the same concept as the DoD's UAV drones, only these are trucks driven by someone miles away. The advantage to the driver is that he goes home to his family at the end of his shift. The advantage to the company is that they can operate the same truck in shifts and have a different driver once one gets tired.

As to Nio or any other Chinese company, I wouldn't say that China is still uninvestable, but I am not too crazy about it either. The problem is 3-fold:

#1 Xi is a true Maoist and against letting any company growing too much
#2 The US and Co have China in their sights and while they can't take China down, they can certainly curtail their growth
#3 The Chinese economy is at best stagnating. Rather than promoting internal growth, they are pushing manufacturing exports. But the rest of the world is unwilling to absorb additional Chinese exports and are likely to impose additional tariffs / barriers

So despite being cheap, I'd be careful (not necessarily avoid) investing in anything Chinese.
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