Forward Cap (@forwardcap) profile picture

Forward Cap

@forwardcap
Joined October 2021
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  • Followers14.8K
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Forward Cap retweeted
Dave Lee (@davelee) profile picture
Dave Lee
@davelee24 Oct 2024
The future of transport is electric and autonomous. Amazing how many people will disagree with this.
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Lots of headlines written about how EV demand is faltering. Is it? Global EV sales are on pace for a record year. Heading for around 14 million sold, up 36%. bloomberg.com/news/articles/…
Image from Colin Mckerracher (@colinmckerrache)
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Really enjoyed discussing $TSLA with @forwardcap. Thanks for reading so diligently and sharing your thoughts with me.
Image from Mostly Borrowed Ideas (@borrowed_ideas)
Image from Mostly Borrowed Ideas (@borrowed_ideas)
Image from Mostly Borrowed Ideas (@borrowed_ideas)
Image from Mostly Borrowed Ideas (@borrowed_ideas)
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He also built out the world's largest car company during a decade in which everyone else was doing software, and also as a side thing built a company that's changed the economics of rocketry. Probably also has some good business and management instincts beyond the X thing.
ℳatt (matttomic.bsky.social) (@matttomic) profile pictureℳatt (matttomic.bsky.social)@matttomic24 Jul 2023
The only business instinct Elon Musk's ever had in 30 years is "what if we called it... (sly grin, crossing arms)... X." He's done it at his payments company and car company and rocket ship company and social media app and with his own human child. No one has ever liked it.
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Forward Cap retweeted
Yuri Sagalov (@yuris) profile picture
Yuri Sagalov
@yuris4 Jun 2023
If the airplane was invented today, some group of people would ask you if you’ve never heard of a train. If you pointed out to them transatlantic/pacific opportunities they’d tell you you’ve invented a boat.
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Toyota is LOSING market share at a dizzying pace. Customers are finally realizing that maybe it isn't worth it to wait 9-12 months for a marked-up Toyota Sienna. Management needs to wake up. Fast 👇
Image from Car Dealership Guy (@GuyDealership)
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Internal combustion vehicle sales peaked in 2017. They are down nearly 20% from that peak, and have no real route back. My latest: bloomberg.com/news/articles/…
Image from Colin Mckerracher (@colinmckerrache)
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Cumulative EV sales have crossed a trillion dollars. More than 50% of that was in the last 18 months. Long product cycles means many established automakers are about to be caught flat footed. My latest: bloomberg.com/news/articles/…
Image from Colin Mckerracher (@colinmckerrache)
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My latest piece for @business looks at how much EVs actually add to total electricity demand. It's probably less than you think: bloomberg.com/news/articles/…
EVs Add to Electricity Demand, But Not as Much as You Might Think

EVs Add to Electricity Demand, But Not as Much as You Might Think

Yes, Integrating plug-in cars into the power system will require careful planning. But the world will be able to go electric and keep the lights on.

bloomberg.com
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Forward Cap retweeted
Berlinergy (@Berlinergy) profile picture
Berlinergy
@Berlinergy30 Sep 2022
Toyota president calls meeting California zero-emissions requirements 'difficult' Reuters |  Sep 29, 2022 06:10PM ET
Image from Berlinergy (@Berlinergy)
Image from Berlinergy (@Berlinergy)
Image from Berlinergy (@Berlinergy)
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Forward Cap retweeted
Forward Cap (@forwardcap) profile picture
Forward Cap
@forwardcap12 Sep 2022
Comparing Rivian and Lucid I analyze the similarities and differences between both companies and give my thoughts on both stocks $RIVN $LCID autoinsights.substack.com/p/…
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deep dives into $LCID and $RIVN. good stuff.
Forward Cap (@forwardcap) profile pictureForward Cap
@forwardcap12 Sep 2022
Comparing Rivian and Lucid I analyze the similarities and differences between both companies and give my thoughts on both stocks $RIVN $LCID autoinsights.substack.com/p/…
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I want to make sure I follow the best experts on here for each sector. Please tag an account below and specify which sector/companies you consider them experts on. Example: $BRK @rationalwalk @ChrisBloomstran Luxury @Retail_Guru @eboroian EVs @forwardcap Semis @FoolAllTheTime
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Forward Cap retweeted
CN Wire (@Sino_Market) profile picture
CN Wire
@Sino_Market18 Aug 2022
Power crunch in drought-hit Sichuan and Chongqing disrupts production in auto industry chain; parts of Tesla, NIO, and other EV makers' charging services suspended due to power rationing: local media #Tesla $TSLA $NIO #Sichuan #China #EVs
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XPeng reaches 1,000 self-operated station. Launches the S4 Ultra-Fast Charging Station (200KM in 5mins). @XPengMotors $XPEV – at Shanghai, People's Republic of China
Image from Jay in Shanghai 电动 Jay 🇨🇳 (@JayinShanghai)
Image from Jay in Shanghai 电动 Jay 🇨🇳 (@JayinShanghai)
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Forward Cap retweeted
Piotr Pawlak (@pawlakp) profile picture
Piotr Pawlak
@pawlakp14 Aug 2022
Replying to @forwardcap @stekkerauto @TeslaStars
I also subscribed. It’s great! – at Notia Rodos, Greece
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I highly recommend reading @forwardcap’s insights about the auto industry’s transition to #EV, this is really good quality content 🤩👏🏻 autoinsights.substack.com/
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A major reason for the slower adoption of EVs is that car dealers are making less money from EVs and therefore have more incentive to sell ICE vehicles. I recommend reading @forwardcap's excellent latest article on how legacy OEMs view EVs. autoinsights.substack.com/p/…
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Really enjoyed meeting @forwardcap today. He is publishing outstanding research on the automotive and EV space — all 100% free. Highly recommend following him and checking out his free newsletter!
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Forward Cap retweeted
Berlinergy (@Berlinergy) profile picture
Berlinergy
@Berlinergy4 Aug 2022
BERLIN (Reuters) - Carmakers are reporting lower demand in Europe and North America amid what analysts say is growing evidence that consumers are balking at higher prices and keeping their cash for necessities. money.usnews.com/investing/n…
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