Cathie Wood Sees 20% Returns After 'Unbelievable' 2020

Did you intend to link the sinking ship?

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Yes. Mayday on Monday. Listen to the captain

My guess is that Monday market ends positive ! Let us want and see tomorrow !! :rofl:

What about MRNA bought at 112. Sell, stop loss or hang on.

It is up to your comfort level when to sell.

IMO, this will grow like TSLA or SHOP, and I am holding that stocks since $105 avg price.
I just sold few calls that jumped 115%. I will rebuy those calls again tomorrow or coming week.
Since I sold calls, I released some cash for bottom fishing if there is dip.
This is buy and hold, no point in selling anytime. That is my comfort level to hold for next 2 years minimum, then I will decide how many more years to hold !

:laughing: :laughing: :laughing:
Try manch. He’d like to have his genes edited to be resistant to Covid.

I’ve used Square for a hobby-business. Very well-done, but last I used it, I did have to have a phone, couldn’t use a computer.

I hear they’re fun to work for as well. Lots of $$ to pay you, and you can go home early.

Definitely has revolutionized the taxi-business allowing people to pay via cell-phone connection essentially.

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Thanks I think will hold unless the Reddit crowd drives it past $225. Tempted to sell at that price.

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Based on this post, I just bought BBIO as buy and hold. Do not ask me as I do not know anything more than this post.

Risk is yours.

Call or share?

Buy and hold always shares. I saw calls, the spread is wide, not good. Read the motley fool and understand the company. This is not like MNRA or BNTX, but a startup filed some FDA approval.

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Agree. Options are now very wide for many stocks. Open and close position would yield a lot less than what it should be… because uncertainty is rising. Better to just buy and sell shares.

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@manch

Did you read the big ideas 2021? Bitcoin to $500,000! If you believe her, sell everything and buy bitcoin. This dwarfs TSLA doubling.

Many things I want to buy, including bitcoin, yes. I think one needs some exposure just in case. But I am still waiting for more fear to set in… Market not cooperating!

:face_with_symbols_over_mouth:

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Sam and Tasha Share Takeaways from Tesla’s Earnings Call

By Sam Korus & Tasha Keeney

On its earnings call, Tesla highlighted battery cells as the biggest constraint to scaling electric vehicle production. In 2022, Tesla itself plans to produce 100 gigawatt-hours of batteries, enough to supply an incremental 1.3 million vehicles relative to the 500,000 it produced last year. Panasonic, CATL, LG Chem, and other cell manufacturers also plan to scale battery output during the next two years.

Tesla’s Model 3 production ramp provides some clues to its plans to scale battery production. After troubleshooting the process in one factory, we believe Tesla should be able to “copy and paste” in similar factories around the world much more rapidly than expected.

During its fourth quarter call, we also learned that only 1-2% of customers in China are opting for Tesla’s Full Self Driving (FSD) package, a “much lower [percentage than in] the rest of world”. At some point, we believe Tesla could offer FSD subscriptions in China, begging the question of its competitive position in a country likely to favor domestic service providers.

Chinese companies have been investing significantly in autonomous driving capabilities during the last few years. Recently, Xpeng rolled out autonomous highway driving features that included entering and exiting highways, a feature that Tesla introduced in 2018 with hundreds of thousands of customer cars generating data to train the neural networks behind new Autopilot features. In comparison, Xpeng is relying on data from only tens of thousands of vehicles. That said, some online videos claim that Tesla’s autonomous features are inferior to those of Chinese companies. If accurate, the reason could be that Tesla’s installed base and data collection have been centered in North America. Nonetheless, as of 2020, Tesla is the leading electric vehicle brand in China and, as a result, could improve its autonomous capabilities at a faster rate than its competitors.

Given pricing dynamics for autonomous ride-hailing in developed compared to developing countries, perfecting FSD in the US first makes strategic sense. In ARK’s published price target for 2024 (soon to be updated for 2025), we assumed that if Tesla were to launch autonomous ride-hailing in China, its take-rate could be significantly lower than that in the US, especially if it were forced to share the economics with Chinese partners. In our recent Big Ideas Report, we illustrated that the developed world could respond to autonomous ride-hailing more dramatically than developing countries because human driven ride-hailing services like Uber and Lyft are much more expensive in countries like the US than are those in China. According to ARK’s research, at maturity and scale, an autonomous taxi could price at 25 cents per mile, roughly half the cost of ride-hailing today in China but one eighth that in the US.

ARK estimates that the enterprise value of autonomous ride-hail platform operators could increase to $3.8 trillion globally by 2025. Given the size of the opportunity, the competition could prove fierce. Longer term, however, we believe companies with the most comprehensive and high-quality driving data and the best execution should enjoy natural geographic monopolies.

AutoX Launches the First Driverless Robotaxi in China

By Yulong Cui | @YCuiARK
Analyst

This week AutoX launched China’s first fully driverless robotaxi to the public in Shenzhen, China. This also makes AutoX the second in the world to introduce fully driverless robotaxi, only a few months after Waymo’s launch in Arizona last fall. AutoX is a private autonomous driving technology company founded in 2016 by Xiao Jian Xiong, an MIT-trained AI scientist also known as “Professor X,” and is backed by Alibaba and DongFeng Motor.

While the initial launch was in a remote district and could run into roadblocks before broader commercialization, AutoX’s milestone highlights China’s technological progress as the global robotaxi race gets underway. In our view, many investors are underestimating the impact of China’s ability and agility in adapting to new technologies, its government’s focus on leapfrogging other countries in the technology race, and the potential of infrastructure projects likes V2X - vehicle-to-everything - to accelerate its robotaxi progress.

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Any takers of BBIO? It is 5% up today

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Keep shifting targets? These guys move fast.