ICE
Intercontinental Exchange Inc.
stock NYSE

So basically you didn’t pay GWM for the parts/vans you got last year and they cut you off. FF wasn’t developing anything, the BEV was in the GWM roadmap. You’re driving around ICE vans with a stupid grill screen pretending it’s an EV.
Totally on Brand

FAR FROM DEPRESSED I AINT GONNA REST THROW SOME ICE ON MY CHEST BIG BALLERS HITTING ALL NETS BOYSENBERRY BOSS
LAMBORGHINI LILAC AT LENNOX MALL

That person has no idea what they’re talking about. The SP will be in 12-14 range in a week.
I’m more worried about their OPEX. Nobody seems to be talking about lack of cheap labor on farms because of ICE activity.

A lot of negative comments on this post are from people who never invested in VITL. The drop is paining but it will be back in 12-14 range next week and keep climbing.
People are missing out on the fact that farm workers have gone back to Mexico/latam after ICE and farmers are losing produce. The prices are going to go up.

During the May 1-5 holiday in China, NIO’s 1,035 highway battery swap stations nationwide have saved users an estimated 220,984 hours of waiting time.
When NIO is discussed, it is always in the context of their cars, tech, stock price, but what isn't talked about enough is the societal value directly contributed by saving people time.
One driver/family saving 30 minutes to charge their vehicle is a convenience, the cumulative effect of thousands of drivers/families saving 220,984 hours is a profound societal good, time returned to the people.
Meaning there are fewer people congesting charging stations, idling cars, creating frictions from competition for resources, reduced quality of life from stress and lack of time. The predictability of NIO's battery swap allows for better planning of schedules, more consistency, public safety, better traffic flow.
EVs are part of the solution of helping to address important societal issues like air pollution/car emissions, noise pollution, fossil fuel consumption, climate change. It is imperative for elimination of ICE vehicles. But with the transition from ICE to EV, no other EV company is really focused on addressing the issues of energy infrastructure needed to supply charging stations. With more EVs, fast charging is going to strain local energy grids. No other EV company has a solution that is as efficient, cost effective and scalable like NIO's battery swap system.
No other EV company is doing what NIO is doing, providing the simple dignity of giving people more time.

And yet _we're_ the ones who will get sent to ICE camps because of our allergies to their malfeasance.
Make it make sense!

Stocks and the economy are not necessarily tied together. And, productivity increases are not necessarily good for either.
One of the big causes of the Great Depression was productivity increases from the Internal Combustion Engine. Suddenly farmers could buy tractors which meant it was much cheaper to produce food. Only equipment is expensive so they took out loans to do so, and then the subsequent margin compression from competition forced them to sell food at a price too low to repay their loans. The internal combustion engine was one of the most impactful innovations ever, and it wrecked the economy/stock market for years.
If AI ends up massively increasing productivity to a greater extent than the ICE, that's a bearish case. The main beneficiary will end up being consumer as the competitive market reduces margins. And, if the scale is great enough, then, like how the ICE decreased the percentage of American's working in Agriculture from 51% to 21%, the consumer also loses from heightened unemployment.
Keynesian economics is the traditional escape hatch from this, but with a heightened debt burden government has much less leeway on how to act.
This is not to be negative. I think you're right in that we will see wonders not previously possible and there will be many opportunities to invest in them. Material sciences will be pushed quite hard, biochemistry will be expanded, Jevon's paradox will open up new modes of allocation. But liquidity will determine how expensive stocks are in the short/medium term. From that perspective I am (perhaps incorrectly) confident there will be many opportunities at some point in the next few years.

>I don’t think until EV adoption starts moving in the direction of being readily affordable for the average buyer and/or the primary means for powering infrastructure vehicles, I’m not sure it’s the right time to jump ship on oil.
Depends what market you're tailing about.
If you're looking at the USA they're lagging far behind the rest of the developed nations, because politics.
Europe and China are racing ahead and the nails are already being banged in the coffin of explodey liquid vehicles.
Affordable EVs are already here, they're just tariffed out of the US market. Earlier this year the balance flipped and legacy ICE cars are now more expensive on average in Europe than EVs, and that's before you get to running costs which are vastly higher and likely to continue to be while the resident clown in the WH continues to indiscriminately bomb shit.

They even have ICE or alike for illegals.