Tyler Crowe

At the same time recording this, the Financial Times put out a story on the surge of used EVs in the United States as the price of gasoline or petrol, if I'm being specific to the Financial Times here, because people are opting for EVs again because of high prices.

Now, I don't think I'm being controversial here when I say that a lot of automotive companies have shot themselves in the foot a few times.

And I feel like this EV reversal at a time when everyone wants EVs again is just another example of that.

I want to push back on that a little bit.

I feel like a lot of these companies do make those decisions on three- to five-year windows.

Let's wind the clock back 10, 12 years ago, when the advent of shale oil in the United States plummeted the price of oil.

It took two, three years.

All of a sudden, everyone was buying SUVs.

Before you know it, the modern American sedan from Ford and Chevrolet was gone, and all they made was trucks and SUVs.

We can say that they don't make the decisions on these relatively short timelines, but history suggests that they do.

Okay.

But what about today?

So, I think that's part of the calculus, too.

If we were to do a straw poll real quick, we think we know who is the most negative when it comes to automotive manufacturers here, which actually brings up, again, widening the lens even further.

Obviously, I think everyone's pretty clear, in my opinion, on automotive, or at least opportunities in the automotive industry, spiking about the OEMs in the manufacturers.

Putting it to you guys, and I'll give my thoughts at the end, where do you actually see opportunities in automotive?

Is it in these players, or are there other places where you can go?

Well, I said I was going to give my opinion on my stock, but unfortunately, Jason stole it with O'Reilly.

He gave two, anyways.

You know what?