I think this is probably much closer to the core of the issue than simply comparing Chinese and American wages. A car isn't just the labor cost of the people doing final assembly. It's batteries, power electronics, semiconductors, motors, castings, software, logistics, suppliers, tooling and the speed at which all of those things can be developed and scaled. That's also why Brazil and Europe are becoming such interesting experiments. Chinese manufacturers are increasingly moving final assembly outside China. In Brazil they're taking over or reusing existing factories and hiring Brazilian workers. In Europe, BYD, Chery, Geely, Dongfeng and Leapmotor are all moving toward some form of localized production. So over the next few years we're going to get much better evidence about this. If their advantage disappears as production localizes, then Chinese labor costs and domestic industrial conditions were doing most of the work. But if much of the advantage survives, then the supplier ecosystem and manufacturing organization you're describing become much harder to ignore. E para o TurkeyBLTSandwich, eu usaria: This is the part of BYD that I think gets overlooked when the discussion becomes only about subsidies and wages. BYD isn't just taking a conventional Western automotive supply chain and paying the assembly workers less. It has built a much more vertically integrated industrial structure around batteries, electronics, powertrains and vehicle production. That doesn't mean the model is automatically superior or that its current advantage will last forever. American manufacturers can reinvest, reorganize supply chains and bring technologies back in-house. But that's exactly why I think competition matters. We're now seeing Chinese manufacturers take that manufacturing model outside China. Brazil is already getting locally produced Chinese vehicles, and Europe is moving rapidly in the same direction. Once those cars are being made by Brazilian or European workers, the wage explanation becomes easier to separate from the manufacturing-system explanation. That's the experiment I'm interested in watching.

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Not gonna say it too loud but a ticker starting with O that builds drones is setting up massive squeeze potential. Get into position before we turn up the volume

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O look another theta pin day

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I almost pulled the trigger last night but I felt too irresponsible. But I learned my lesson from last time o

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S/o to the onlyfans subscribers who payed my way

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top 2 least smashable yt women: 1. ellen degeneres 2. rosie o donnell

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In case this post gets deleted (most posts here do get deleted) here it is in the comment section to continue the discussion: Is Sable Corp (SOC) a good play? u/visalan Hi guys this is my first post here. Please forgive me for my formatting. Sable corp is an oil producer in the Santa Ynez unit in California. They have 2 platforms online currently producing 40k BPD. They had been fighting about the Santa ynez pipeline system for a long time but the Defense Production Act allowed them to restart oil transportation through the pipe line. Recently their stock has been beaten down a lot. Just a few months back, this stock was trading at 13$ now it’s trading at 4. This was mainly due to them refinancing their loan where they had to: \- Raise 115M by issuing shares at $3.08 per share \- 345M of 6.5% notes convertible due 2031 \- 675M at 15% interest rate And secondly, they posted a -eps Q2 which caused it to fall further. I feel like the stock is beaten down enough and currently, the bullish reasons outweigh the bearish sentiment. bullish: The 3rd platform is coming online: previously, they were producing 40K BPD and now they can do closer to 60K BPD. Moreover, the oil produced in the first 2 platforms were sour and the refineries were unwilling to take them. However the crude from the 3rd platform is sweeter and by mixing the 2, refineries are more willing to take their crude. Sable corp says that California refineries are willing to take more Californian OCS crude which is what Sable corp produces. Secondly, since they took the loan they had to hedge their oil. For the 2H of 2026, they have the crude hedged from $65 floor to $89.39 ceiling for 28k BPD hedged however they are producing 40K now and soon to be producing 60K taking. ( up until now o thought they could sell their oil at 100+ a barrel but I see that the California Crude Oil First Purchase Price is at 77$.) With the increase in production, I think they will be able to pay down their debts. My main thesis is that SOC is heavily shorted at like 30% and if they can post a profitable Q3, the price of the stock could seriously rerate and there might be a potential short squeeze. I can’t find much people talking about this online and I would love to hear your thoughts esp if I’m overlooking something and I’m going to lose my money

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he said from his 60 y/o mom's basement

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Bro it's been 2 hours since it went up. Can you calm down. Here is one reason. Everyone and their mum bought puts because they knew the rate hikes were coming. So when it came they were like o fk stocks went down i better sell my puts and close my shorts. Now do you know what happens if people close shorts or sell their long puts? It results in buying pressure. O shit did you know that?

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N O

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