Viewing 40 posts - 1 through 40 (of 54 total)
  • So what will bounce when Bitcoin and Tesla bubble bursts?
  • CHB
    Full Member

    Having lived through the first Dot.com boom the current crazy prices of Tesla and Bitcoin etc have a similar whiff about them.
    Having done fairly well on RR shares this year am curious what the collective STW wisdom thinks which shares/stocks might see a bounce when the (possibly) inevitable emperors attire is exposed?
    Surely there is some under valued stock that is seen as boring and staid but will in n days/weeks/months be seen as the bastion of financial prudence.
    For me at the moment Greggs is one I am waiting for a dip to buy. What y’all watching?

    oldmanmtb2
    Free Member

    Very buoyant market for 12 maybe 18 months, post brexit, trump, covid driven by false confidence/hubris leading to massive profit taking then shit hit fan…..

    Apply the above to UK housing (might take bit longer maybe 24 months)

    FTSE might get above 8000? Maybe more. Deregulation of UK will fail (race to the bottom finished some time ago and markets are already owned by China)

    Lot of bravado coming.

    I am cashing out property pensions and business in November this year.

    sparksmcguff
    Full Member

    Banks, namely Lloyds. I may be very wrong.

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    tails
    Free Member

    If I knew that I’d have XTR on my bike. Guess some form of events/holiday companies will rise but you’d be brave to put in now. Something like Arena events as they operate in more than Uk.

    oldmanmtb2
    Free Member

    Alao Tories will keep feeding other people’s cash into the economy to keep it looking good. They will stop that in 2 to 3 years time before next election to show fiscal “responsibility” but it will be to late. If they loose its Labours problem, if they win it matters not they can go full “Austerity”

    To be honest non of this is rocket science as there are few variables beyond another covid.

    jimmy
    Full Member

    Hydrogen and energy storage.

    nickjb
    Free Member

    and energy storage

    Like Tesla?

    n0b0dy0ftheg0at
    Free Member

    Aldi and Lidl.

    oldnpastit
    Full Member

    Small arms manufacturers.
    Sellers of barbed wire.
    Diesel generators.
    Tinned food.
    Toilet roll makers.

    footflaps
    Full Member

    Tesla and Bitcoin are very different entities.

    Tesla is an over valued but profitable company with a good future ahead of it e.g. market leading product, ahead of the competition in technology and a devoted fan base who happily buy their products.

    Bitcoin is a speculative asset with no underlying value and no real purpose (it’s not a fiat currency and never will be).

    At some point Tesla will get corrected, or eventually it’s sales might grow to the point where it’s current valuation isn’t too insane.

    Bitcoin is totally unpredictable and will suffer massive peaks and troughs as speculators come and go.

    Bitcoin has crashed before without any real knock on effect to the rest of the market. I suspect Tesla will only get corrected during the next tech rout, which is probably a while away yet.

    pk13
    Full Member

    Next 2 years event based stuff spas posh hotels should have a spike upward.
    Whoever wins the ev race I don’t think Elon musk will Maybe VW but they have recovered in the last few months so less profit.

    Nobeerinthefridge
    Free Member

    Hollands pies.

    dyna-ti
    Full Member

    Tesla – Worlds going electric so being a market leader they will only do well in the future.
    Bitcoin is a con, a swizz and destined to expand and expand until it eventually bursts, leaving the backers in the money, and the rest counting their losses.

    I find it interesting Max Kaiser is a backer of bitcoin, though he appears to like to pretend it is the money of the people, when in fact it appears he is only in it to grab some of the cash for himself before that bubble goes pop. I feel he, other than talk about stocks and shares but doesnt really play a part, whereas with bitcoin being new and easy to obtain, he wants to be one of those players he’s forever demonizing.

    Must be part of the new socialist thinking.

    supernova
    Full Member

    Gregs. Can’t wait to get back on the veggie sausage roll express.

    thegeneralist
    Free Member

    Well, I’m expecting to get into Boeing this coming week if it pans out [ actually just pans] as expected.

    Sorry, but there it is.

    dyna-ti
    Full Member

    I’ll stick with BAE Systems. always some dictator out there wanting weapons.

    CaptainFlashheart
    Free Member

    Tulips. Always tulips.

    beicmynydd
    Free Member

    What if Apple or Tesla buy bitcoin as microstrategy are doing ?

    CHB
    Full Member

    Footflaps. Totally agree!

    Earl
    Free Member

    If Elon just mentions bitcoin in a sentence, the price will go mad.

    B.A.Nana
    Free Member

    Forget bitcoin, it’s only a matter of months for Elon to be crowned Emperor of Mars. Invest in Mars.

    willard
    Full Member

    Or Snickers if you really like nuts.

    The key thing with any type of investment will be diversity in what you invest in and the willing ability to be able to shrug off losses when they slide.

    I used to work for a share trading bank and did some investing because, well, everyone else was doing it. Some of the stock has done well (some renewables, some industrials), some has done poorly (a Canadian company I thought was undervalued, some banks ditto). I think I am currently ahead, but I have mentally written off the junk and they are just marked as something to keep an eye on in the future in case they ever get back to break even.

    Drac
    Full Member

    Tesla is an over valued but profitable company with a good future ahead of it e.g. market leading product, ahead of the competition in technology and a devoted fan base who happily buy their products.

    Definitely have a fan base, but market leading products and ahead of the competition? Not anymore now the big car companies are in on the EV game.

    sillysilly
    Free Member

    Cineworld, Hollywood Bowl if you are brave.

    My limited trading knowledge shows bubbles are good as long as you exit at the point you nan asks how to invest in them. The cost of a wheel set into BTC or Tesla a year ago along with ignoring logic would have delivered quite the upgrade today.

    Next ask is Tesla really that good or is £/$ value falling gains it in an inefficient market.

    captainclunkz
    Free Member

    With the current political climate in America being pretty rocky shares in Smith and Wesson are a good bet.

    trail_rat
    Free Member

    Not anymore now the big car companies are in on the EV game.

    Is that true or in your dream because the numbers don’t back you up.

    Leagues ahead on battery tech and charger infrastructure even if QC is a bit hit and miss….but then VW haven’t exactly got a handle on that either

    Drac
    Full Member

    Is that true or in your dream because the numbers don’t back you up.

    No, it’s not a dream other companies have spent billions investing in EV tech and are rolling out proper production now.

    Leagues ahead on battery tech and charger infrastructure even if QC is a bit hit and miss….but then VW haven’t exactly got a handle on that either

    Leagues ahead? Toyota are ready with your solid state batteries others are hot on the heels. They no longer have lead they once had.

    Yes there charging network is ahead but again that is changing, we are due a charging station from ionity being built here is coming months with up 350kw chargers.

    sillysilly
    Free Member

    Why does tech, infrastructure of logic even matter if money is being printed, stock purchased by the government/FED and stimulus being handed out in the US?

    Doesn’t matter how Tesla compare to VW, Toyota or anyone else if the above continue. Damn, if their rally continues they will use their stock buy VW 😂

    trail_rat
    Free Member

    Why does tech, infrastructure of logic even matter if money is being printed

    Well yes that’s true but my point still stands. Global market share In 2020 suggest the others have away to go to get Tesla off the top spot.

    pk13
    Full Member

    It makes very little difference on tech with cars it’s down to numbers in the end VW and the likes can produce thousands of them all 99.9% too spec reliable and cheaper than Elon musk. That will drive sales just because he was one of the first is no assurance of future growth. I also think he want space travel more than cars as a business.

    wbo
    Free Member

    Define big car companies – the Hyundai/Kia cars are very good. They’re the real competition for the 3 and the Y. The i-pace is good. VW going somewhere though the id3 is a bit of an acquired taste.

    Audi’s offering isn’t that great, unless you like driving buses. Merc and BMW are not very good – luxurious and a huge price to match. If they don’t pull their finger out they’ll suffer. The Volvo is nowhere near as good as the Polestar -go figure – I’ve driven both. Again, the XC40 electric is just an expensive electric barge , the Polestar feels like a car.

    Some, but not all of the mainstream brands are chasing Tesla, some have some work to do

    Drac
    Full Member

    You’ve named most.

    VAG have lots on the pipeline and yes Audi have the big luxury market it’s what they do anyway. Ford, Nissan, Renault and Peugeot are producing them Nissan again were email implementors but they were limited. There’s a big incentive now for companies to build them rather than then get in their first.

    trail_rat
    Free Member

    I mean I’m sure you are aware that Tesla isn’t just a car company right so probably doesn’t give much of a toss what VW’s accountants are doing.

    One of their most interesting developments I find is their decentralised micro generation storage and distribution power network. In countries such as ours where land is a premium or infrastructure is aged and every where has a NIMBY opposing large infrastructure going up near them ……the clever part is it’s a good idea and the public pay for and maintain it.

    While musk as a person is deplorable I have to admire his willingness to go way out there and stand behind it rather than building the same thing everyone else is.

    pk13
    Full Member

    More than aware of power walls ect but they are a very copied idea already no IP protection. People are doing it on YouTube already and it’s working great.
    The roof tiles should have been pushed as a mass production idea.
    Storage is I agree a good idea of theirs but the Chinese will make it cheaper for Africa and the east as they own most of the government/power generators due to the silk road building program.

    footflaps
    Full Member

    Definitely have a fan base, but market leading products and ahead of the competition? Not anymore now the big car companies are in on the EV game.

    By all accounts I’ve read it is technically ahead yes. The biggest difference they have is they can sell EVs at a profit, which currently no one else can. Kia etc loose money on every Electric Soul sold, which is why they limit the production to significantly below demand.

    Another key difference is they only make EVs and start with the battery and build outwards. All the others are trying to build EVs on generic platforms, which means their EVs are a compromise from the start.

    Tesla still outsells all other EV manufactures combined and whilst that won’t last, I suspect they’ll be around for a while.

    I’m not a Tesla fan boy nor a fan of Elon Musk, but everything I’ve read suggests they have an excellent product and everyone else is struggling to catch up.

    footflaps
    Full Member

    but the Chinese will make it cheaper for Africa and the east as they own most of the government/power generators due to the silk road building program.

    They’re scaling right back on the Silk Road program after a huge run of bad debts from their investments abroad. Turns out lending billions was the easy bit, they didn’t bother to ask whether their debtors could ever pay it back. It also turns out hounding countries for debts they can’t pay doesn’t buy you much good will….

    More than aware of power walls ect but they are a very copied idea already no IP protection.

    It’s just a battery and inverter, no IP to be had. The USP is access to large numbers of relatively cheap Li-ion cells, which they make themselves (in partnership with Panasonic IIRC).

    trail_rat
    Free Member

    Tbh the IP is not the battery but the usage learning software and tarrifs you can access off the back of it

    Without the tarrifs and the usage learning you’d need to be committed to throwing money away to take a powerwall .

    As I said before it’s quite a clever way of getting the consumer to finance the grid.

    It’s that sort of thing that gives me faith in Tesla’s future

    finbar
    Free Member

    Bitcoin has crashed before without any real knock on effect to the rest of the market.

    In 2017 when bitcoin hit its last peak I bought into gold (via iShares physical metals ETF) and it was up over 50% last year – more like 40% now, but still, it’s a punt I’d take again based on the current frothy market.

    If Elon just mentions bitcoin in a sentence, the price will go mad.

    https://twitter.com/elonmusk/status/1340581313406001153?lang=en

    Bitcoin is a speculative asset with no underlying value and no real purpose (it’s not a fiat currency and never will be).

    The more it rises in price, the more valid a store of wealth it becomes. The insane recent gains aren’t (just) being driven by internet geeks having a gamble, they’re big wodges of institutional money entering the market.

    dantsw13
    Full Member

    A lot of the much vaunted Baillie Gifford investment funds are very Tesla heavy. They’ve been forging ahead over the last year, but be careful balancing portfolios that you don’t get too exposed to Tesla.

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