EV scorecard last week:
- Rivian -- Amazon -- Ford -- GlobalFoundries
- Lordstown -- Apple -- GM -- silicon M1 chip (GM currently depends on seven chip manufacturers)
- Tesla -- chips (?)
EV scorecard now:
- Rivian -- Amazon -- Normal, Illinois;
- Ford -- GlobalFoundries
- Lordstown -- Apple -- GM -- silicon M1 chip (GM currently depends on seven chip manufacturers)
- Tesla -- chips (?)
EVs and AVs:
- Rivian: with Ford's announcement that it will go its own way, drop Rivian, I will be spending much of the morning updating recent posts;
- GlobalFoundries: did Jim Cramer miss one? Certainly sounds like it.
- GlobalFoundries is Ford's semiconductor partner and Wall Street's new darling; Barron's;
- from the TimesUnion: amid news of Ford partnership, GlobalFoundries stock up 40% since IPO;
- news here;
- AAPL: why AAPL surged yesterday; discussed on the blog; now Motley Fool confirms, but look at this --
- Wedbush Securities analyst Dan Ives estimating that there is a "75%, 80% plus chance" that Apple will build the car that Bloomberg reported on last week. Indeed, the analyst goes so far as to say that "this is a matter of when, not if."
- this is basically the same thing that Bloomberg reported last week. But in Wedbush's opinion, Apple's electric, autonomous car might actually arrive as early as 2024, before Bloomberg's reported 2025 arrival date
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