When will the EV crash happen?? Ask the same question
When will the Mobile phone Crash happen??
It will need to differentiate between individual company will go burst because of manipulation such as KNDI, NKLA or bad management.
IMHO It is entirely different with dotcom bubble as this product is in demand and dominant will keep growing due to new regulation. There are significant differentiation from one company to other companies in term of market cap and patens and technology beeing used and developed.
Unfortunately, there is no right advise. It is what you are comfortable with. Option 1: Accept the loss and invest the money somewhere else as markets are on uptrend Option 2: wait and see what happens. No company would risk losing US investors and eventually they will become compliant, it is the question of when they would be. Can you hold your nerve and sit on it whilst you could lose further?
Guys just to be clear, EV as a technology ad part of life is of course here to stay. I created this thread to discuss the bubble of EV stocks. The same way DOT come bubble didnāt mean the internet ended.
Also whilst analogies of mobile phone companies to EV companies is nice, remember we cant be sure Tesla are the āappleā and are not the Yahoo or the insert company that went bust but yes I would say Tesla is a safe-ish bet long term but be prepared to hold long in case of harsh correction. The safe bet is probably companies like VW or big established brands who will move to EV, equally im aware people in EV stocks are not looking for safety so perhaps I am just speaking to myself haha.
@Buurbachi
BlackRockās ETF for EVs has those holdings as top 10.
BYD LTD H 4.03
TESLA INC 3.74
KIA MOTORS CORP 2.80
NVIDIA CORP 2.68
FIAT CHRYSLER AUTOMOBILES NV 2.50
APTIV PLC 2.48
XILINX INC 2.48
HEXAGON B 2.46
MARUTI SUZUKI INDIA LTD 2.46
GENERAL MOTORS 2.45
Aladdin Aiās picks are usually a good thermometer to know if youāre about to buy shit or something that still has potentialā¦
I canāt honestly believe we are talking about an ev crash when the ev concept hasnāt even been fully realised yet.
Yes Tesla is priced heavy (no one seems to care though before I start another argument)
Yes Nio is too but until we have an ev dominant market I canāt see why investors would cash out and crash the advancements these companies are making.
They are only bloated stocks if what they have said and planned for doesnāt happen so until then I donāt see anything changing
Of course canāt disagree but I heard the same things said about Tesla last year and here we are looking like $600 a share are soon going to be a dream buy price.
All Iām saying is the ev experiment hasnāt even happened yet but unlike the cannabis market that seems to have had a similar trajectory before crashing, the ev concept is being accepted and pushed forward by virtually every country meaning thereās more good uncalculated growth ahead.
I just donāt see the bubbleā¦yet
The only ābubbleā may be the sheer number of start ups with excessive valuations and little to no revenue. But I donāt believe that bubble is big enough to burst yet, sentiment will drive it for a bit but we wonāt truely know for a couple of years when the start ups have to prove the valuations.
The EV sector may also be over saturated with the start ups and I presume there wonāt be space for all of them too play.
To the point on an EV crash, I donāt see it. Itās here to stay in some form. Wether that be the Teslaās, VWs etc (which is more probable) and a few of the start ups actually proving there salt.
Nope. It does not make sense If you just based your estimation solely on that figure.
EVs stocks are technological stocks which generate a different ecosystem with traditional ICER car makers. It started from rare earth materials mining, battery technology, self-driving technology charging station, financing and later come the EV themselves. As it is the case with technological companies, you are relying on the future revenue and growth, to justify the market cap.
Also, it is a fallacy to compare the traditional carmaker like, Ford, GE, Mercedes, BMW to compare with these new kids on the block, The EV carmakers. Based on many researches these old guys are already difficult to compete with them in price, and technology penetration due to late comer in these new markets and ecosystem. They are good in making ICE, but EV is a different industries with ICE. The only advantage these old guys are having is probably making the chassis/bodies. Other components are entirely different.
I personally believe some individual players might collapse as they will not be able to compete with the big guys. This might affect other stocks in short term. But is does not mean a bubble burst.
China is the biggest market for EV. I read an article from Baillie Gifford, in about more than a decade from now, it will be very difficult to register your non-electrical vehicles in China. The future demands are driven by the regulations. Just count on how many vehicles out there currently on the streets needed to be replaced in the next few decades. To me it is an elephant in the room. But do not forget also diversify your portfolio in other sectors as well, not solely invest in EV
that bill was bi partasan. and biden is being investigated for his āfriendly ties to chinaā america now sees china as the enemy across partyās so i dont see that happening
Exactly, the same for me I donāt like gambling. Itās an article on the Motley Fool, basically I use Yahoo finance and they group all the news related to a stock together from different sources. Either you put a stock in your watchlist or just search for it. For example
