So, last night Tesla (TSLA) was on the stage again to make few new announcements…
First, there was the unveiling of this, the Tesla Semi:
From Electrek.
From Tesla.
From Tesla.
That is capable of doing this:
From Tesla.
Then to everyone’s surprise, there was the unveiling of this nice little surprise, the new Tesla Roadster…
From Engadget.
From Tesla.
From Tesla.
That supposedly can do all this:
From Tesla.
0-60 mph in 1.9 seconds?
200 kWh battery pack supporting 620 miles range?
“Fastest production car ever made”
OMFG…
Full highlights of the Tesla Semi and Roadster event:
I’m in the Bay Area right now… and met up with a good friend who works in high-tech this afternoon for lunch… What do you think we mostly talked about over our meal?
The new Tesla Roadster, of course…
Well, not just how freekin awesome the new Roadster looks, but also the following noteworthy price action of certain lithium companies:
That’s right…
Don’t forget, as much as I admire and appreciate new high-tech gadgets, I’m an investor/speculator first and foremost!
It’s All About the Benjamins Baby!
As you can see from above, many lithium stocks have experienced explosive gains to the upside in 2017… but quite frankly, in my own assessment, we aren’t even in the first inning yet of the Smartphone 2.0 revolution (paradigm shift towards clean energy/electric vehicles)!
Nope, as far as I can tell, this is the bottom of the first inning still pre-game warmups (I’m revising my stance and making a call that the 1st inning will truly begin for EVs when Model 3 production ramps up to ~5k/month)!
But definitely, the hype is starting to build… and it will only be a matter of time before we witness tipping point… and then inevitably, mass adoption.
To keep myself “cool, calm, and collected“, here are three graphics I like to refer to regularly (to help me keep perspective on things):
Graphic 1: Technological Disruptions are ALWAYS underestimated by “experts” and “analysts” by a country mile…
From Tony Seba.
Graphic 2: Paradigm shifts take a lot of time… yet very little time (to advance from tipping point through to mass adoption)…
Graphic 3: Certain industries will benefit (much) more than others…
The Internet.
Smartphones.
Clean Energy/EV.
These are “once in a decade” type of phenomenons…
I pretty much missed out on the first two, but since 2013, I’ve been very cognizant of this shift towards electric vehicles and I told myself early on:
“I fucking don’t want to miss out on this!”
And as readers know, I’ve been babbling on about clean energy mining stocks since the summer of 2016… My stance has not changed at all since then, and if anything, I’m even more bullish today than I was when I first published those original articles…
There is so much going on in the clean energy/EV space to get super excited about!
Like, for instance, Shenzhen aiming to become the first city in the world to switch to 100% electric bus fleet…
From Clean Technica.
When it comes to EVs, China is the 800 lb gorilla in the room that investors/speculators need to be watching most closely…
From Galaxy Resources.
I must sound like a broken record by now, but i just think there’s too much momentum and traction being gained for this clean energy/EV revolution to go bust… It’s an unstoppable force at this point, as far as I’m concerned…
So, I want to be well positioned in the following clean energy/EV metals:
- Lithium.
- Cobalt.
- Nickel.
- Copper.
It’s a work in progress, but just like I believed in 2016 (and still do as I write this), I really think point blank — Over the next few years, massive gains are going to be made by investors/speculators who get well positioned into the highest quality junior companies who control the best undeveloped mineral deposits of the Big 4 clean energy/EV metals outlined above.
Graphite, rare earths, manganese, vanadium (redox battery for grid energy storage), and so on… Yup, those other clean energy/EV materials should do extremely well too, but in my own experience they are a bit trickier to figure out… Best of luck to everyone, regardless of what you decide to focus on, but for myself, I’m fixated on the Big 4 at this time…
2017, it’s been a pretty good year to get stretched out and warmed up…
But let’s be real here…
The 1st inning of the clean energy/EV ballgame isn’t scheduled to start until 2018…
Are you ready to play ball?!?
Photo Credit: Engadget.
