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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (15467)	3/3/2023 3:54:45 PM
From: Elroy	2 Recommendations Recommended By Kirk © Return to Sender Respond to of 26581

My knowledge on SIC is zero. I got lucky and bought some AEHR at $25.50 yesterday when it dipped $10, I think on this Tesla announcement. It has recovered a lot of it's drop. They do something in SIC test, but that's the depth of my understanding. These days I'm focused on fertilizer! Subject 60223 Lotta money to be made in fertilizer. Everyone's gotta eat.

To: Kirk © who wrote (15467)	3/3/2023 4:00:55 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 26581

COHR, SiC and Tesla Just some more random thoughts on the subject of Tesla saying it will reduce SiC content in new designs by 75%. Tesla uses AC motors because they have more torque than more efficient DC motors. Tesla started out selling high performance cars to the wealthy who got a huge tax subsidy, cred with their kids for driving them to school in electric cars to "save the planet" a sticker in CA that allowed them to use the HOV (3 people per auto) commute lanes as solo drivers (IE the rich could buy their way into less time in traffic) Want to drive a car that tells everyone they are "successful" and can afford a $100K+ Model S. Even now that their commuter stickers have expired, they get a 50% EV discount to use the HOV lanes that were converted to Toll Lanes... and I think they get a bigger discount if they add a passenger... DC motors will lower the SiC cost and make lower performance, more efficient cars... probably what is needed to get the price under $30K Unknown so far... maybe ask chat.openai.com What are cheaper, AC or DC motors? What are cheaper, AC or DC motors for EVs? In general, AC (alternating current) motors are considered to be cheaper than DC (direct current) motors for electric vehicles (EVs) due to several reasons. Firstly, AC motors are simpler in design and have fewer parts than DC motors. This means that AC motors are generally easier to manufacture, which can result in lower overall costs. AC motors are also more widely used in the automotive industry, which means that there is a larger supply chain and economies of scale for producing these motors. Secondly, AC motors are more efficient than DC motors, which means that they require less energy to operate. This can result in lower operating costs and improved range for the EV. Lastly, AC motors are better suited for regenerative braking, which allows the motor to act as a generator and recover energy during braking. This can help to extend the range of the EV and reduce overall energy consumption. That being said, there are some cases where DC motors may be preferred for EVs, such as in certain niche applications where precise speed control or high torque is required. However, for most mainstream EV applications, AC motors are generally considered to be more cost-effective and better suited for the job.