| | | EV's are gonna continue to ramp, big time. Right now imo EV's biggest issue is falling hydrocarbon prices. But that won't last.
Following Nio, Cbat and Qs.
Nio close but I think it goes lower.
Cbat getting closer, I think it goes lower, end of June? Catl is not going to be the only big Chinese batt manufacturer.
Qs a tougher read. Working on solid state batts, own most of the patients. They are coming don't know when. Looking tempting but I think it is a false BO here. When solid state batts come out ranges could near double. Qs has no revenue right now, the street does not like that in these higher interest rate times. Many of these startups have been hit hard.
Also following Tesla for a buy in, I don't think it has bottomed, hoping it goes below 40. I think Tesla is an Amazon Apple type stock. Assuming it goes lower it could be like buying Amazon or Apple at there first big lows, for pennies. Much more than an EV company, an energy company.
Have neglected looking at the lith miners. Have to take a peak. It is part of the EV and batt storage mix as well.
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