Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

Most of us know it's just a matter of time before a Tsunami of Chinese EVs will hit Western markets.
But WHEN will it happen and HOW will it affect Western OEMs?
Here's what I found.

Ad-free, Early access copy for Patreons.
Public copy to arrive tomorrow.


___
Started work on my next video - Part 2 of my AI Day talk with my AI-Company CTO friend

Files

Previews only

Ford, GM and BMW WILL SOON CRASH! - Early Access Ad-Free Patreon Copy

THANK YOU FOR BEING MY PATREONS. iT MEANS SO MUCH TO ME!🙏 Feel free to DM me on TWITTER: @ConnectingODots https://twitter.com/ConnectingODots ____ If you're a Tesla and EV fan, you might be aware that an EV Tsunami is about to arrive from China towards western OEM shores. In this video I'll show, with some help from Sandy Munro and The Limiting Factor: * WHEN this Tsunami of Chinese EVs should start * and HOW it would affect the sales of Western OEMs such as BMW, GM and Ford - as well as their stock prices BOTTOM LINE - The Chinese EV invasion should arrive MUCH FASTER than most people (even you!) might think, and its effects on Western OEM's competitiveness and stock prices will be DEVASTATING. Topics: 00:00 Intro and Summary 03:25 Preface - The Valley of Death 05:48 Ch. 1: Meanwhile in China (or - The Training of a Warrior) 07:45 Ch. 2: Why Will the Invasion Start Now? 08:50 Ch. 3: They Have the Capacity! 09:37 Ch. 4: Signs Showing It's Starting Now 11:29 Ch. 5: Can Western OEMs Retaliate? 13:16 Ch. 6: Sandy Munro + Effects on Stocks and Valuation 19:07 What Do YOU Think? Let me know what you think - I'd love to read your comments (I read all of them)! _______ Resources: JPR007 - @jpr007 https://twitter.com/jpr007 The Limiting Factor- @LimitingThe https://twitter.com/LimitingThe _______ PATREON: https://www.patreon.com/ConnectingODots 🙏 TWITTER: @ConnectingODots https://twitter.com/ConnectingODots _______ Disclosure: I am long $TSLA stock. I also hold an extremely low amount of $BYDDY #Tesla, #GM, #Ford, #BMW, #BYD, #XPeng, #NIO, #EVs, #ElectricVehicles, #SandyMunro, #MunroLive, #Stocks, #Investing, #CleanInvesting, #LongTermInvesting

Comments

Tony Fragiacomo

Next year's strategy. Continue to juggle some investments around. Pick up more Tesla shares on dips and start buying BYD and maybe XPeng. Your thoughts on best Chinese EV picks? Right now I think BYD would be the best pick because of size and diversification. (Batteries, cars, buses, trucks, grid storage, and I think I heard IC's which blows my mind..) Sandy Munro said "they've been taught by me". Possibly true, but I think they were taught by Tesla to a greater extent. Vertical integration. 🙂 As I wrote this, I hadn't gotten to the very end of the video. (Although I remember watching it earlier.) Great minds think alike. Laughed at Ford's thermal management system. No predictions on which OEM will die first. Probably the ones with the highest debt load right now.

Connecting The Dots

Personally invested in BYD - they're more vertically integrated than Tesla, make excellent LFP batteries and even their own chips, and growing FAST