ICE
Intercontinental Exchange Inc.
stock NYSE

This isn't the only legislation targeting drones. There's actual legal stuff that's making its way through right now to effectively retroactively ban all drones with any foreign made radio components. Also under the name of "national security."
Here's my tinfoil hat take on it: There is a very specific class of drone that is allowed to operate over crowds, that is also at an achievable price point for the average consumer. There are zero drones in this class that are commercially available that do not use foreign made radio components.
Why is this important? Let's say that someone wants to use their drone to record a protest, or ICE/police brutality. You require a drone that is allowed to operate over crowds. If these drones are unavailable to the average consumer, then suddenly, the average consumer can no longer record protests or police brutality from a drone. They'll have to use a phone, which is much harder to protect from the police.
"Just use a drone that's not rated to operate over people." Neat. That's a federal crime, that's very clearly on the books, and that's exactly what they want: An open and close reason to arrest anyone recording them.

Yep. They're called ICE now.

ICE is coming to get YOU!!!

HTZ future is not a given. Technology is dramatically changing the value metric of renting a car. I can see much corporate travel switching to Tesla Robotaxi, and similar technologies, over the coming years. In theory the cost savings will be massive, so the incentive will be to press employees in this direction. The dynamics will be similar for personal travel. All of this move to technology will have a significant impact on the used car values that HTZ relies upon. This especially as more and more people realize the benefits that electric cars offer. I can see used ICE cars being seen as a solution for the extreme poor. HTZ will not be a falling knife it will be a falling axe ready to chop off legs.

New ICE operation going after bers announced, hence the pump guys. Follow me for more juicy deetz.

Hertz is interesting because it's basically both at different time horizons.
Short term it's a momentum story -- the EV write-down overhang is clearing, they're rotating back toward ICE fleet which has better residual values right now, and operational costs are improving. If they execute on fleet normalization the losses narrow faster than the market priced in at the lows.
Long term it's a turnaround story with real execution risk. The debt load from the bankruptcy restructuring is still heavy. Used car prices softening again is a headwind. And the rideshare threat hasn't gone away -- Uber has quietly gotten more reliable in most markets, which eats into airport rental demand.
The trade is probably: momentum play with a stop, not a buy-and-hold. Rental car stocks historically have bad terminal value because the business is capital intensive and the competitive moat is thin. Worth watching enterprise utilization rates -- that's the real tell on whether the turnaround is operational or just market-driven.

DO YOU PUT ICE ON THE BALLS WHILE ENTERING SAUNA

Check this profile is not USA based. Deport these comments. Call ICE on this profile.

This isn't the only legislation targeting drones. There's actual legal stuff that's making its way through right now to effectively retroactively ban all drones with any foreign made radio components. Also under the name of "national security."
Here's my tinfoil hat take on it: There is a very specific class of drone that is allowed to operate over crowds, that is also at an achievable price point for the average consumer. There are zero drones in this class that are commercially available that do not use foreign made radio components.
Why is this important? Let's say that someone wants to use their drone to record a protest, or ICE/police brutality. You require a drone that is allowed to operate over crowds. If these drones are unavailable to the average consumer, then suddenly, the average consumer can no longer record protests or police brutality from a drone. They'll have to use a phone, which is much harder to protect from the police.
"Just use a drone that's not rated to operate over people." Neat. That's a federal crime, that's very clearly on the books, and that's exactly what they want: An open and close reason to arrest anyone recording them.

Yep. They're called ICE now.

ICE is coming to get YOU!!!

HTZ future is not a given. Technology is dramatically changing the value metric of renting a car. I can see much corporate travel switching to Tesla Robotaxi, and similar technologies, over the coming years. In theory the cost savings will be massive, so the incentive will be to press employees in this direction. The dynamics will be similar for personal travel. All of this move to technology will have a significant impact on the used car values that HTZ relies upon. This especially as more and more people realize the benefits that electric cars offer. I can see used ICE cars being seen as a solution for the extreme poor. HTZ will not be a falling knife it will be a falling axe ready to chop off legs.

New ICE operation going after bers announced, hence the pump guys. Follow me for more juicy deetz.

Hertz is interesting because it's basically both at different time horizons.
Short term it's a momentum story -- the EV write-down overhang is clearing, they're rotating back toward ICE fleet which has better residual values right now, and operational costs are improving. If they execute on fleet normalization the losses narrow faster than the market priced in at the lows.
Long term it's a turnaround story with real execution risk. The debt load from the bankruptcy restructuring is still heavy. Used car prices softening again is a headwind. And the rideshare threat hasn't gone away -- Uber has quietly gotten more reliable in most markets, which eats into airport rental demand.
The trade is probably: momentum play with a stop, not a buy-and-hold. Rental car stocks historically have bad terminal value because the business is capital intensive and the competitive moat is thin. Worth watching enterprise utilization rates -- that's the real tell on whether the turnaround is operational or just market-driven.

DO YOU PUT ICE ON THE BALLS WHILE ENTERING SAUNA

Check this profile is not USA based. Deport these comments. Call ICE on this profile.

Every thought in his head, when acted upon, turns everything to shit. Tariffs, the Iran War, ICE raids, student debt, tax policy, you name it. This is another thing that would turn to shit. All because of his gilded ‘friends’.

Well the Chinese central government needs to let the weaker companies fail. They should also phase out ICE platforms entirely in favor of hybrid and EV platforms.
Between phasing out ICE and letting the unprofitable companies fail China will create a healthier forward focused automotive sector.
If I were Xi I'd close all the ICE plants by end of next year. And then id force consolidation of the existing companies into maybe 12 Chinese brands by 2030.

They are the main energy source of ICE agents as well. Buy PLTR together as a bundle for maximum evil gains.

LMAO WHAT A POSITION ONLY IF IT WAS ONE OF US WE BUY ALL THE KIDS ICE CREAM