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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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<blockquote data-quote="Weather Man" data-source="post: 16672676" data-attributes="member: 137766"><p><a href="https://seekingalpha.com/news/3743957-elon-musk-upgrades-global-chip-shortage-to-just-a-short-term-problem" target="_blank"></a></p><p><a href="https://seekingalpha.com/news/3743957-elon-musk-upgrades-global-chip-shortage-to-just-a-short-term-problem" target="_blank">Elon Musk upgrades global chip shortage to just a 'short-term' problem</a></p><ul> <li data-xf-list-type="ul">Tesla (NASDAQ:<a href="https://seekingalpha.com/symbol/TSLA" target="_blank">TSLA</a>) CEO Elon Musk thinks the semiconductor shortage will be over by next year as the supply chain normalizes.</li> <li data-xf-list-type="ul">"There's a lot of chip fabrication plants that are being built and I think we will have good capacity by next year," he stated at a <a href="https://www.cnbc.com/2021/09/24/tesla-ceo-elon-musk-says-the-chip-shortage-is-a-short-term-problem.html" target="_blank">tech event</a> in Italy today.</li> <li data-xf-list-type="ul">Musk has called the chip issue a "huge problem" in the past, although Tesla is considered in better shape than many of the Detroit and Tokyo majors.</li> <li data-xf-list-type="ul">Musk's view is a little rosier than some industry watchers who expect the shortages to last until 2023. Chip giants Intel (NASDAQ:<a href="https://seekingalpha.com/symbol/INTC" target="_blank">INTC</a>) and TSMC (NYSE:<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a>) both have new plants in the U.S. planned for next year, but they won’t come online for several years after that.</li> <li data-xf-list-type="ul">The global chip shortage has impacted the Green Tidal Wave investing thesis, although some analysts think it has given startups like Fisker (NYSE:<a href="https://seekingalpha.com/symbol/FSR" target="_blank">FSR</a>), Lucid Group (NASDAQ:<a href="https://seekingalpha.com/symbol/LCID" target="_blank">LCID</a>), Lordstown Motors (NASDAQ:<a href="https://seekingalpha.com/symbol/RIDE" target="_blank">RIDE</a>), Rivian (<a href="https://seekingalpha.com/symbol/RIVN" target="_blank">RIVN</a>) and Faraday Future Intelligent Electric (NASDAQ:<a href="https://seekingalpha.com/symbol/FFIE" target="_blank">FFIE</a>) more time to get their production plans in order.</li> <li data-xf-list-type="ul">The electric vehicle sector was<a href="https://seekingalpha.com/news/3743617-canoo-lordstown-motors-and-quantumscape-lead-strong-day-for-auto-sector" target="_blank"> buzzing yesterday alongside a broad rally in auto names.</a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16672676, member: 137766"] [URL='https://seekingalpha.com/news/3743957-elon-musk-upgrades-global-chip-shortage-to-just-a-short-term-problem'] Elon Musk upgrades global chip shortage to just a 'short-term' problem[/URL] [LIST] [*]Tesla (NASDAQ:[URL='https://seekingalpha.com/symbol/TSLA']TSLA[/URL]) CEO Elon Musk thinks the semiconductor shortage will be over by next year as the supply chain normalizes. [*]"There's a lot of chip fabrication plants that are being built and I think we will have good capacity by next year," he stated at a [URL='https://www.cnbc.com/2021/09/24/tesla-ceo-elon-musk-says-the-chip-shortage-is-a-short-term-problem.html']tech event[/URL] in Italy today. [*]Musk has called the chip issue a "huge problem" in the past, although Tesla is considered in better shape than many of the Detroit and Tokyo majors. [*]Musk's view is a little rosier than some industry watchers who expect the shortages to last until 2023. Chip giants Intel (NASDAQ:[URL='https://seekingalpha.com/symbol/INTC']INTC[/URL]) and TSMC (NYSE:[URL='https://seekingalpha.com/symbol/TSM']TSM[/URL]) both have new plants in the U.S. planned for next year, but they won’t come online for several years after that. [*]The global chip shortage has impacted the Green Tidal Wave investing thesis, although some analysts think it has given startups like Fisker (NYSE:[URL='https://seekingalpha.com/symbol/FSR']FSR[/URL]), Lucid Group (NASDAQ:[URL='https://seekingalpha.com/symbol/LCID']LCID[/URL]), Lordstown Motors (NASDAQ:[URL='https://seekingalpha.com/symbol/RIDE']RIDE[/URL]), Rivian ([URL='https://seekingalpha.com/symbol/RIVN']RIVN[/URL]) and Faraday Future Intelligent Electric (NASDAQ:[URL='https://seekingalpha.com/symbol/FFIE']FFIE[/URL]) more time to get their production plans in order. [*]The electric vehicle sector was[URL='https://seekingalpha.com/news/3743617-canoo-lordstown-motors-and-quantumscape-lead-strong-day-for-auto-sector'] buzzing yesterday alongside a broad rally in auto names.[/URL] [/LIST] [/QUOTE]
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SVTPerformance's Chain of Restaurants
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Frying Pan Into the Fire -- Chip Shortage
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