What count did you see? Betting on is wave x, a downwave y to follow?
Short-term I see,
Apple is too hard, I just came out with very minor profit. Not worth. If AAPL dips next 10 days, I can use that money to buy stocks.
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I always take profit when AAPL pops like today. I havenât checked charts but I think it frequently fade slowly (bullish falling wedge) until next pop. When IV calms down, Iâll buy calls again. After selling today, it was a nice 120% profit on my biggest option position. I donât dare to short/put AAPL after a couple of losses.
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âAn electric vehicle merely gives you one more reason to own Apple, not trade it,â the âMad Moneyâ host said. âHopefully, everyone will forget this story tomorrow and the stock will sell off, giving you another chance to buy into weakness.â
BTFD, if any 
Elon Musk is talking like those CEOs. Apple car is embarrassing because TSLA is already using those battery. Apple car is not a serious competitor because TSLA is doing very well, well past the darkest days.
GS: Maintains Sell rating and bottom-dwelling $75 price target.
Sure? TSLA is worth more than all car makers combined. TSLA is highly profitable with EV but Apple canât make it profitable? What give?
TSLA EV isnât highly profitable. The EV credits are. The cars have the same gross margin as other auto companies.
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As more and more traditional car makers put their own EVâs on market, they donât need to buy credits from TSLA anymore. This cash cow has an expiration date on its back.
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Should Apple offer Elon Musk $10B for TSLA when the credit expires?
But according to @manchâs favorite HF, Cathie from Ark, she is willing to give cash to Elon Musk to run his TSLA. So according to her, TSLA should hit $4000! under her motherly protection.
The sad thing is Ford used to lead everyone in EV tech. Ford had a division called Th!nk mobility that did EV cars and even EV bicycles. Itâs reminds me of the original Apple tablet, Lisa. It was just too far ahead of itâs time, and the tech wasnât ready yet. Jaq Nasser shut it all down and deemed it unnecessary. Cutting all the R&D spend increased profits, and at the time gas was cheap. He was hailed as a genius until he wasnât. He got paid HUGE to royally crew up the company.
His other epically bad move was who he made head of product design. The guy was obsessed with independent rear suspension. It adds about $500 to the cost of a car, so Ford offset that by cheaper engines and transmissions. Turns out the vast majority of people donât drive fast enough to notice the handling difference, but they do notice the difference in engine quietness and shift smoothness. Those both have a high correlation to perceived quality of a car (interesting since Tesla is super quiet and doesnât shift).
I started my career and hybrid and EV tech. My thesis was on EV powertrain selection. I was told it was a dead end, and I needed to work on mainstream vehicles to have career advancement. Everyone is touting all these âadvancementsâ. Itâs stuff everyone knew back then. Everyone knew which elements would make the highest density battery. It was just too expensive to manufacture. Everyone knew that with time the manufacturing cost would decrease, and theyâd develop ways to optimize designs to hold more energy. Everyone also knew thereâd be limits due to physics and fuel cell would be the end game. I still think fuel cell is the end game. Fuel cell is literally a zero compromise way to have an EV.
I donât think most people realize how limited some of the materials for batteries are, and how thatâll limit the ability to scale it to all cars. They also donât realize how toxic that stuff is and the future landfill issues we are going to have. Theyâre only thinking short-term on CO2 emissions.
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Apple Campus uses Fuel Cell if I remember correctly. The rumor about monocell lithium iron phosphate may be wrong.
Time to buy BE!
How come nobody interested in BE? Only in PLUG?
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agreed! I worked on battery recycling issues, which is basically it costs more to recycle the battery materials than the materials are worth. Huge end of life issues coming. People in the industry all know it, not sure about the public.
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Bloom has been crazy slow to catch on. They tried to recruit me back in 2010 or 2011, and they were saying their IPO was close.
Fuel cellâs door has closed. Toyota has been trying to sell their hydrogen cars but no takers. Meanwhile batteries are experiencing some sort of Mooreâs law:
As with the Mooreâs law on silicon density, batteryâs exponential drop in price will have huge implications.
Batteries still have drawbacks:
- Lower energy density
- Charging time thatâs much longer than gas fill up
- Need to dispose/recycle highly toxic materials
Batteries are a stop gap on the way to fuel cell.
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EV is the biggest hoax ever wrought on the American public by a global warmer religion environmental Nazi conspiracy. If the environmental movement hadnât killed Nukes we would not have had a problem. Created by liberals and pseudo science. Now idiot millennials are going over a cliff buying every EV stock in sight. It will come to a crash sooner or later. Watch out for a huge backlash when government tries to force people out of there ICE vehicles. The battery issues have not been solved and will create an environmental disaster when they canât figure out what to do with the waste. Simple solutions. Severely restrict air travel. Ban cruise ships. Encourage hybrids, self driving cars. But banning natural gas for heating homes is the dumbest idea I have ever heard
Fuel cell is part of what apple did in 2014-2018.
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Buy F or GM?
How to deal with UAW? These guys can suck all the $B cash from AAPL. Very risky.
What about Foxconn type of relationship with F or GM?
Short the hell out of AAPL if Tim buys either. 100 year old dinosaurs that canât help tripping over themselves. GM also invested billions into that fraudster NKLA. Shows how stupid and clueless its management is.
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Sale of services would dwarf sale from selling cars? 
AAPL wonât take big companies, but will take over small companies within 5B (max) only. In fact, I do not wonder if they take over multiple small companies less than 1B range (if they are really serious on cars).