EV and it's underlying tech workhorses looking to rally 50% this year. 50 bips on the 10 year is not going to stop progress, time or fundamentals in science and technology. Mar 19 26 calls.
评论:
$LAZR holding up well in a crappy tape. The smaller EV makers & component tech starting to show strength up against $TSLA after $GOEV released their pickup truck. As LIDAR becomes more affordable, other builders are going to slingshot their autonomy around Telsa unless Musk finally course-corrects on his self driving architecture. Laws will eventually require LIDAR as a minimum requirement, and so TSLA needs to buy a laser scanning manufacturer, because Musk decidedly went with just cameras and later entrenched his stance on that when asked about these emerging LIDAR companies, which I personally find NOT innovative, nor far future thinking. I've since decided that I'll nix my $7,000 self driving reservation feature on the Cybertruck - and after seeing the Canoo Truck reservation, I'll likely cancel my Cybertruck reservation all together and wait till 2023 for a more customized Canoo EV truck. I already pre-ordered their van, which looks awesome.
Still in my $LAZR calls, it's almost set to break through an overhead resistance band @ ~$27,40, will likely roll these calls out for another long dated out-of-the-money position. Currently sitting on a %400 return in this trade. 🤙
Still in my $LAZR calls, it's almost set to break through an overhead resistance band @ ~$27,40, will likely roll these calls out for another long dated out-of-the-money position. Currently sitting on a %400 return in this trade. 🤙