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re: Weekly Stock Market Plays/Thoughts - March/April

Posted on 3/27/17 at 10:16 am to
Posted by ynlvr
Rocket City
Member since Feb 2009
4596 posts
Posted on 3/27/17 at 10:16 am to
I LOVE their energy business. They may just crack the energy grid problem with a Powerwall-like product. Southern CA Edison is getting in bed with power storage systems. Currently none of these systems survive without government subsidy, but Tesla's unconventional problem solving could break through.
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 3/27/17 at 10:19 am to
Yea people always bitch about tesla subsidies, how many subsidies does big oil get? It's ridiculous when people whine about what alternative energy subsidies get. I'm so heavily invested in oil from my day to day business that it can't hurt me to have a big hedge via tesla
Posted by dabigfella
Member since Mar 2016
6687 posts
Posted on 3/27/17 at 12:48 pm to
YNLVR, think of tesla as an emerging HaaS play, thats how I see it, possibly hardware as a service with a fleet of autonomous cars. You have to remember their lead in data is astronomical at this point and growing by the second with tesla cars driving around. Think about all the software brainpower at ford,gm,volvo, etc and laugh for a second at the concept of them coming up and competing with basically a silicon valley software company that happens to build cars.
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