This site uses Akismet to reduce spam. Actually, that is a perfect match with Aptiv (APTV)… so maybe I was stretching a bit too much to guess Aptiv for the previous tease. In this article, I will dissect the presentation and distill it into the main talking points to help you to make sense of what Whitney was talking about in his video presentation. “Estimates are that TaaS will reduce the total costs of transportation by 10-times, compared to owning your own vehicle. California for example cannot even meet itscurrent power needs. NXPI has been a very “average” semiconductor company, trading pretty much exactly in line with the Philadelphia Semiconductor index over the past few years (I’m using the SOXX ETF for my comparison), and like most chip stocks, particularly those tied to industry, like Texas Instruments (TI), it will probably ride the economic cycle hard — so if we have a prolonged recession it should do worse than most stocks, and if a surge of economic growth comes back, it will probably help lead that growth. Live streaming charts of the TaaS price. Or focus on repairing or servicing them, like AutoZone, Midas, or Precision Auto Care.”. The big bright spot for me is that although gaming is still their largest segment, it has shrunk in importance because of the huge strength in data center sales — gaming chips in the quarter brought in sales of $1.5 billion, and data center chips rose to $968 million. The other possibilities that match with some reasonableness are the leading semiconductor provider in the automotive market, NXP Semiconductors (NXPI), and the various electric drivetrain providers among the auto supplier firms, though none of those are “pure play” electric (or even very close). Discover new investment ideas by accessing unbiased, in-depth investment research Interactive Chart for TaaS USD (TAAS-USD), analyze all the data with a huge range of indicators. You can watch or read my presentation for free right now. Please do not use personal information (like your email address) in the text of your comments. That’s our “freebie” pick that he actually names in the presentation. Unlike electronic devices, vehicles are big things and it takes a lot of effort to make many of them. Tilson is likely a familiar name for many investors, considering that he’s already been featured by Forbes, The Wall Street Journal, CNN, and other well-respected sources. I’ve read on this as well. All information deemed accurate, but not guaranteed TaaS ended on 2019-04-17 and the assets were distributed to contributors. That one, sez the Thinkolator, must be good ol’ NVIDIA (NVDA). I have now seen a couple pitches for this type of service (TAAS, Testing as a Service), it is supposed to be the Future of Tech. Teeka Tiwari is the leading editor and researcher of the Palm Beach Letter who has spent millions of his own dollars and traveled to 14 different countries to connect and network with the movers and shakers of various industries all over the world. The one-year membership plan costs $49 and it has a 30-day money-back guarantee. If you’re looking to grow your wealth through investing, you can opt for lower-risk investments that pay a modest return or you can take on more risk and aim for a higher return. Learn how your comment data is processed. Will “Tesla Killer Blue Gas” Make Tesla Obsolete. He described the second one, an electric car company, as follows: “It’s THE PERFECT way to invest in the booming future for electric cars. “With TaaS, there will be a HUGE reduction in the number of cars on the road… some say the number of cars we’ll need will drop by 80%. “This technology helped complete the longest automated drive ever… from San Francisco to New York City… and was selected by one national government to be the technology behind a country’s autonomous taxi’s set to hit the road in 2022.”. Invest in electric car technology. In his presentation titled “Have You Heard of ‘TaaS’?” Whitney Tilson introduces us to an investment opportunity in the tech industry. Aptiv is more of a bet on cockpit electronics and automotive “brains” than on the electric power train itself, though that’s probably splitting hairs. Will he be right? However, the TaaS token is still traded, and those interested in buying it can do so at the Livecoin or FatBTC exchange. Gores Metropoulas and Luminar. That’s steep because investors have quickly fallen back in love with NVDA, but you can certainly justify it given the 20-30% earnings growth rate — I just have a tendency to be more conservative with NVDA, given the volatility of earnings and the memory of being bitten by their cryptocurrency-driven inventory glut last year, so I’d prefer to look for dips — NVDA looks pretty compelling now below $250, which was my “nibble” point before earnings (when it was in the $240s, so I could have bought more but did not), and I hope it will get back there, but at $290 it’s still a hold for me. And as you might imagine from the thoughts percolating through what I wrote above, in a lot of ways the challenge for those eager to invest in electric car technologies or self-driving car technologies is that the leading companies are often also still very dependent on conventional cars, or on other completely different businesses… though in a positive for folks like Aptiv, NXP or Visteon (VC, they were to Ford what Delphi/Aptiv was to GM), it’s also a business where entrenched suppliers are hard to supplant — nobody wants an untested startup providing sensors or cockpit electronics just to save a few cents.
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