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▶ 3:06 · $RACE · Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPN
episode briefing
TBPN

Reactions: Ferrari’s First EV, The Enhanced Games | Diet TBPN

2026-05-27 · 4 company · 3 thematic
sentiment
1 bull2 bear1 neu
quote
“Stock is down 5% today... the range is worse than pretty much everything BYD makes, pretty much everything that Tesla makes... the problem is the performance... this car is not going to be track weapon... I can imagine just getting cut in…”
—unknown
now playing · $RACE
$RACE···bearish· highunknown
Ferrari Luce EV launch panned as overpriced and uncompetitive vs Tesla
The $640k Luce has worse range (330 mi) and slower acceleration than Model S Plaid, unlimited production risks SF90-style depreciation, and Ferrari lacks Tesla's vertical integrat…
$RACE···bullish· highunknown
Ferrari will pivot to ultra-luxury low-volume strategy not mass EV
Ferrari will preserve its core by staying ultra-luxury, small volumes, very high prices for hardcore enthusiasts (manual, naturally aspirated), rather than chasing mass-market EVs…
$WAYMOneutral· mediumunknown
Waymo sources Chinese EV hardware but keeps all software/telemetry in-house
Waymo is drawing a clear line in the Chinese supply chain: buying battery packs and drivetrains from Chinese manufacturers for cost efficiency, while retaining full control over t…
$ENH···bearish· highunknown
Enhanced Games first event disappoints; stock drops as format lacks Olympic emotional hook
The Enhanced Games went public before hosting any event; the debut lacked national pride narratives, record-breaking visibility, and athlete storylines, making it a clever supplem…