=== SUMMARY ===
- Post discusses Ferrari’s first EV release (“Luce”) which was poorly received, leading to a 9% stock drop; author questions whether this is a strategic misstep or a deeper brand issue.
- Author notes revenue stagnation since 2024 and doubts the company’s ability to sustain desire/scarcity, but is not ready to abandon the investment thesis entirely.
- Quality assessment: Speculation/opinion with surface-level observation; lacks deep financial or competitive analysis.
=== SENTIMENT ===
MIXED
=== TRADE IDEAS ===
No actionable trade ideas in this post.
The post expresses doubt and confusion but does not provide a clear directional thesis, entry/exit criteria, or data-driven argument for a trade. The author’s tone is mixed, and no ticker or position is explicitly recommended or strongly implied.
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For those investing or following Ferrari, what do you think of their first EV release?
The car is horrendous, looks like a plastic family car, and yet it is sold for over half a million a piece. Investors were also not impressed, and the stock crashed nearly 9%.
But I am wondering how you read all this. I have a hard time believing it is just a misstep; they must have known how it would be received, as it is soooo far from what makes the brand special and how they create desire and scarcity. As it is, it looks like a fat old iPhone. I read somewhere that they just wanted to prove to the world they could sell out anything. But that seems childish and unlikely since their revenue has stagnated since at least 2024.
I am not quite ready to give up just yet, and just after one bad release on the company as a quality investment, but that does make me question quite a bit. It is not just a misstep or flawed design.