electric vehicles

“You guys saw that GM didn't deliver a single friggin electric vehicle last quarter, because they couldn't actually get the chips that they needed to make cars.”

“This is like, this is the era of, it's as if it's, you know, the 19 teens, and Ford is just out. I mean, there is an entire supply chain, and it's not just EVs, it's wind turbines, it's drones, it's robots, and it needs to be a bunch of real stuff that we all …”

“Just in the content of copper, nickel, lithium, and then what I focus on, rare earths and some of these other things there's seven times as much content.”

“Typically for a new good or service, the tipping point is around five percent mass market adoption from when it goes from early adopters to the mass market. And EVs just crossed five percent.”

“Absolutely. They're cheaper.”

“The nationwide supply of EVs in stock has grown nearly 350% this year to more than 92,000 units, which is a 92 day supply of EVs, whereas by comparison dealers have 54 days worth of gasoline powered cars in inventory.”

“I bet you next week or maybe in 30 days, I'm making a prediction here. You bank the prediction. In 30 days, Trump comes out magically in support of EVs.”