yes please & thank you

5 Mar 2021

EV and it's underlying tech workhorses looking to rally 50% this year. 50 bips on the 10 year is not going to stop progress, time or fundamentals in science and technology. Mar 19 26 calls.

12 Mar 2021

Not

LAZR holding up well in a crappy tape. The smaller EV makers & component tech starting to show strength up against TSLA after GGOEV released their pickup truck. As LIDAR becomes more affordable, other builders are going to slingshot their autonomy around Telsa unless Musk finally course-corrects on his self driving architecture. Laws will eventually require LIDAR as a minimum requirement, and so TSLA needs to buy a laser scanning manufacturer, because Musk decidedly went with just cameras and later entrenched his stance on that when asked about these emerging LIDAR companies, which I personally find NOT innovative, nor far future thinking. I've since decided that I'll nix my $7,000 self driving reservation feature on the Cybertruck - and after seeing the Canoo Truck reservation, I'll likely cancel my Cybertruck reservation all together and wait till 2023 for a more customized Canoo EV truck. I already pre-ordered their van, which looks awesome.

Still in my LAZR calls, it's almost set to break through an overhead resistance band @ ~$27,40, will likely roll these calls out for another long dated out-of-the-money position. Currently sitting on a %400 return in this trade. 🤙