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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: towerdog who wrote (83288)12/28/2023 3:12:27 PM
From: Tweets Boar Hog2 Recommendations

Recommended By
skier31
toccodolce

  Read Replies (2) | Respond to of 97812
 
Nio getting close to a buy, imo. Looking for one more little drop here.

I also think the big event in early 2024 will be a big bottom in the Chinese markets, assuming they have not yet done so.

Then the global boom will continue full swing.

Tweets



To: towerdog who wrote (83288)12/28/2023 4:21:12 PM
From: Sun Tzu1 Recommendation

Recommended By
ajtj99

  Respond to of 97812
 
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.



To: towerdog who wrote (83288)12/29/2023 5:27:08 PM
From: TigerPaw1 Recommendation

Recommended By
ajtj99

  Read Replies (3) | Respond to of 97812
 
Battery swapping can't be done at home (too expensive). This means it is only an option for fleets and taxis which are currently a small percentage of vehicles on the road.