mmph Delta lookin thicc
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When your link starts with "GOP" you know its very ubiased. And even the article mentions things like, the republicans tax cuts expiring contributing to it. But yet they try and paint it all as Biden being evil. And then the rest the breakdown in some of the most comically partisan reporting on an issue ive ever seen from a source like this. Like his reforms designed to target generational wealth by removing step up basis that basically just means people that inherret assests pay less tax when they sell those assets as >even if it remains in the family devastating to farms and ranches that are passed down through generations. When thats not even true. Or saying he's "coming after small businesses" by raising the top *personal* tax bracket because they claim business owners report their earnings through their individual return. Even though that tax bracket is only for earnings above $609,000 which if you're making over half a fucking million a year I dont think you qualify as "middle class" and im certainly not crying fro you having to pay 2.5% more tax on your earning **over** 600k, especially because if you were not stupid, you just wouldnt file those earnings as part of your personal return. And I could go on. This article is literally just GOP produced propaganda and nothing more.
The cars were/are only the platform to make batteries and software infastructure. In the end, here is what I think is about to go down; but It means they are still fundimentaly a car company, just not in a traditional sense. 1. FSD will be bought by many current Tesla owners if it's capable of getting from home to work. This amount of sales despite likely being in the billions will be trivial in comparison to the market they are really after. The cars just provide a basis for the software to be designed and refined enough. 2. Battery production will conitnue to grow along with sales from the energy and industrial sectors. This too while likely being worth billions very soon will also be trivial in comparison to the market they are after. In doing this, they insure they will have enoguh battery production for the long play. 3. EV station production will continue to grow, and sales via them will continue to gain more profit as the market grows. This too will be trivial to the end game, but is important for the ultimate goal of EV adoption. If the end game is to saturate the market with EVs and advance the progression of EV adoption. To do this there needs to be a cheap EV model, but more importantly to correct the perception around the EV market, the sustainability and safety of EVs, especailly those with auto driving software platforms, and their use. The best way to achieve this (aside from producing a crazy cheap low profit ev) will be by leveaging the Uber/rental type marketplace, where people can be exposed to the vehicals, realize there is no issue with regards to travel distance or comfort under an automated driving system and provide rides to the masses at a price lower than the current rental/Uber/lift type marketplace can. Tesla will produce a Robo Taxi, a cheap platform with fsd. The FSD might not be perfect and it wont need to be for this play. The car model will be cheap and simple, but offer a means for third party corporations to outfit them, manage them, monitor them and sell low to no monitoring taxi services via them. Waymo makes an auto driving system, converts the cars, maintains the fleet, maintains staff to take over in critical injunctions. Tesla has no intents to be Waymo. Instead, Tesla will be the producer of the platform and softwares and sell to others who want to manage it, outfit it, maintain it, and provide live 'take over service' for their own fleets. Think Yellow Taxi, Uber, Hertz, etc. All of these companies can buy the platform, outfit the interiors if they choose, and offer the same services they do with only minimal changes to their current business model. You could take a car for a half day, or a short trip with little interface aside fro ma phone app. Hertz for example would kill Uber with such a fleet if Uber does not race to adopt as well so the game will be how many units can they make and deliver as well as how fast they can open up new markets to monitored "self driving". Tesla is not going to manage the cars they sell or prove the software beyond 99% safety. Much like Waymo, for the first few years it may take a person dialing in to manuver the car out of a tough spot, but I suspect less and less as the softwares improve. The cars will be a platform, loaded with FSD. The roads will saturate with cheap rides in cheap ev robo taxis, managed by multiple companies, with live takeover staff. Just like Waymo but without the overhead, without the limitations of outfitting someone else's car, and everyplace and road will open up fairly fast as safety is proven (something the Waymos of the world cannot do.) This is the ultimate play, because it means not only selling the cars, the softwares, and the power stations to charge them, but providing that critical bridge for wary future car buyers to take a ride and experience a self-driving car themselves. In fact, in the future I could see a time when it will likely be very dificult to take a short taxi like drive without being exposed to the ev and fsd platform, and it will be the choice over the rando driver for most any trip. It won't be a bad thing, It will be safe, consistant, and cheap and likely people will adopt to them quite readily... Then, after this or maybe durring, you sell the cheap car. Tesla is an ai software company and the numbers form the FSD platform sales or even the licensing of the softwares will be unrivaled by any other company.
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