GBA's "2021 Stock Phantasma"

GM-backed Cruise in talks to acquire Voyage, Bloomberg reports 18:00 GM Cruise, the self-driving vehicle company majority owned by General Motors, is in discussions to buy Voyage, an autonomous technology startup, Bloomberg's David Welch, Mark Bergen, and Ed Ludlow report, citing people familiar with the matter.

--Sensata upgraded to Overweight at JPMorgan on auto electrification/connectivity 17:35 ST As previously reported, JPMorgan analyst Samik Chatterjee upgraded Sensata to Overweight from Neutral with a price target of $72, up from $61. The analyst is citing an "evolution" of content opportunities for the company, as the organic and inorganic investments being made by its management position it favorably to leverage the megatrends of Electrification and Connectivity within the Auto industry. Chatterjee adds that Sensata's acquisition of Xirgo Technologies gives it leverage to the "Connected" theme in Light/Heavy vehicles. Show Related Items >>

It seems to me we have run across this Sensata before.... this analyst Samik Chatterjee he sounds smart. ....
 
vanzandt said:
In reference to what I was referring to, the charging stations are synonymous to the little screw on thing (with the screen in it) at the end of your kitchen faucet.

I'm talking about what its gonna take to get power to all those charging stations. It's not just stringing some new wire Stoney, it doesn't work like that. Its very complicated. Our grid will need to be rebuilt from the ground up. Pretty much.
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That's what I was saying and why this whole thing is a smoke and mirrors show....

I don't believe these car companies are telling the truth. Five years from now they will push all of this out...

The First Thing You Need Is A Dedicated Truck Lane.... Right? There are never going to be robot driverless trucks on the road next to real people it will not happen... So we need a new lane. Think about that.

The grid rebuild it's been twenty years talking about... What is going to happen? More and more people will capture their own solar power and resell to the grid that business has merit. Also you can purchase some form of charging machine and run it from your home solar. <-- Solar has a role here.

The company that puts a unit in your garage and runs it solar that's the one to invest in and maybe a few of these car companies... GM is acting frisky for sure. Then fixing all of these electric cars is that a new form of maintenance? Is their a play there...

These huge highway and bridge and grid ideas... with this horrible government so split...
 
Chairman of American Assets Trust Rady purchases 12,200 shares of company stock 17:08 AAT Chairman of American Assets Trust Ernest Rady disclosed in a filing that he had purchased 12,200 shares of company stock at $31.95 per share between February 26 and March 1, for a total transaction amount of $389,778.

--1Life selloff on congressional inquiry overdone, says Citi 16:07 ONEM The selloff in 1Life Healthcare today on news of a congressional inquiry into its vaccine distribution processes is overdone, Citi analyst Daniel Grosslight tells investors in a research note. The analyst says that while any inequitable distribution of the COVID-19 vaccine is concerning, he does not think there was "anything nefarious in what appears to be a distribution process that relied too heavily on patient attestation." Grosslight thinks 1Life will continue to play an important role in the vaccine distribution. With that said, he notes that the company is assuming less than $2M of revenue from vaccine distribution in its current guidance. Grosslight keeps a Buy rating on 1Life Healthcare with a $61 price target. The stock closed Tuesday down 6% to $46.01.
 
stonedinvestor said:
That's what I was saying and why this whole thing is a smoke and mirrors show....

I don't believe these car companies are telling the truth. Five years from now they will push all of this out...

The First Thing You Need Is A Dedicated Truck Lane.... Right? There are never going to be robot driverless trucks on the road next to real people it will not happen... So we need a new lane. Think about that.

The grid rebuild it's been twenty years talking about... What is going to happen? More and more people will capture their own solar power and resell to the grid that business has merit. Also you can purchase some form of charging machine and run it from your home solar. <-- Solar has a role here.

The company that puts a unit in your garage and runs it solar that's the one to invest in and maybe a few of these car companies... GM is acting frisky for sure. Then fixing all of these electric cars is that a new form of maintenance? Is their a play there...

These huge highway and bridge and grid ideas... with this horrible government so split...
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Stoney, I agree 100%. The thing that slapped me across the face was yesterday when Volvo announced their entire product line would be electric by 2030.

And regarding solar power.... so I buy a $60K car, and I have to spend an additional $60K to put panels on my roof? No effin way.

90% of the people in this country Stoney can barely afford a $25K Hyundai car payment and a mortgage. They're not going install solar panels on their roofs for christsake. This is America, we're not living in Shangrila...
 
Wed. Hello stonedinvestors. It's been a wild few days in the country. I inadvertently screwed up mother nature. We have an all white deer that has always been around here, a special Albinbo deer I call Whitey. Me and Whitey know each other and I thought i saw Whitey out the window with a black baby. So I opened the window and yelled Hey whitey and the head came back black. It was a half white half black offspring of Whitey; the gene keeps mutating and this version of Whitey freakin' panicked and ran away... leaving the baby. On the coldest night of the year with the wind whipping at 50 miles an hour this poor baby sat there waiting for his mom to come back because I had startled her.

Terrible guilt all night.
 
vanzandt said:
Stoney, I agree 100%. The thing that slapped me across the face was yesterday when Volvo announced their entire product line would be electric by 2030.

And regarding solar power.... so I buy a $60K car, and I have to spend an additional $60K to put panels on my roof? No effin way.

90% of the people in this country Stoney can barely afford a $25K Hyundai car payment and a mortgage. They're not going install solar panels on their roofs for christsake. This is America, we're not living in Shangrila...
More...

I've got some friends in the Berkshires they did it it doesn't cost that much and you get a lot back from the Gov. It has paid for itself already in 3 years... But they are selling back into the power grid we need them to capture and control their own elcetric pump... That conversion is interesting... Volts... Volt Conversion.. Don't forget about VICR!!

I bet ENPH comes to the rescue....
 
Vicor price target raised to $120 from $100 at BWS Financial 11:18 VICR BWS Financial analyst Hamed Khorsand raised the firm's price target on Vicor to $120 from $100 and keeps a Buy rating on the shares. Vicor reported better than expected results as interest in using 48-volt power modules within data centers continues to rise, Khorsand tells investors in a research note. The analyst believes the industry is beginning to reach "an inflection on 48-volt modules becoming the primary power modules in high powered computing."
 
Van do you know California outlawed any new gas stations....

Vicor price target raised to $85 from $55 at Northland 08:32 VICR Northland analyst Gus Richard raised the firm's price target on Vicor to $85 from $55 following the company's report of Q4 earnings and revenue that beat consensus. While he said he is confident in the company's long-term opportunity as he contends "its technology is the only practical solution to powering the most advanced power-hungry chips," Richard does not believe now is the right time to be buying shares given the stock's currently high P/E multiple. While he keeps a Market Perform rating on the shares, Richard adds that he is "looking for an opportunity to be more constructive."
 
Van check this out-- it only takes 10 panels!!!

Can you charge an electric car with solar power?
The simple answer is yes, a solar installation will charge your electric car just as it will supply energy for the rest of your home appliances. Even a small solar panel array with only 10 solar panels can provide enough power to charge your vehicle's battery
 
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