RAC

RACE

8 tracked calls · 6 long · 2 short · last 90d: 5L/1S

first called by All-In Podcast 5mo ago

RACRACELONG1w ago

“It does sort of act as the inverse of a halo car Like after the Luce dropped the SF90 looked way cheaper Whereas before everyone was complaining oh the SF90 is so expensive Purosangwe is so expensive.”

TBPN

Ferrari dropping a $640,000 EV instantly makes their half a million dollar gas models look like a bargain and cements their absolute pricing power.

RACRACELONG@ $351.82

$385.93+9.69%

since call Jul 22

peak +11.1%

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RACRACELONG3w ago

“I actually the Ferrari that I most excited about is the street legal version of the 296 Challenge I think that going to be a hit because that that obviously it going to be paddles sure but uh internal”

TBPN

Ferrari's pure ICE 296 Challenge will be a commercial hit, driving revenue and reinforcing its pricing power with purists.

RACRACELONG@ $389.41

$385.93-0.89%

since call Jul 6

peak +2.0%

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RACRACELONG1mo ago

“Time to full port $RACE ?”

RJCcapital

South Korean chip-worker bonus explosion fuels ultra-luxury spending surge, boosting Ferrari demand

RACRACELONG@ $367.25

$385.93+5.09%

since call Jun 26

peak +8.5%

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RACRACELONG1mo ago

“Buying a vehicle, maybe Ferrari 599, that, you know, there are only a couple hundred of those in 5 years could massively outperform the NASDAQ because these…”

1000x · Avi Felman

Scarce assets like Ferraris could outperform the Nasdaq as wealth concentrates at the top

RACRACELONG@ $339.79

$385.93+13.58%

since call Jun 10

peak +15.7%

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RACRACESHORT2mo ago

“you got to be like disappointed in the price … you're looking at a 10x difference”

TBPN

Luce priced 10x above rivals flops on demand, exposing Ferrari's EV gamble and pressuring a premium multiple.

RACRACESHORT@ $335.04

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since call May 26

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RACRACELONG2mo ago

“I would take the exact opposite. I think this is going to be more and more like an ultra-luxury brand. Small number of cars at very, very high prices.”

TBPN

Ferrari stays scarce ultra-luxury through the EV shift; preserved exclusivity protects its premium multiple.

RACRACELONG@ $335.56

$385.93+15.01%

since call May 26

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RACRACESHORT3mo ago

“Powertrain gap widens as non-hybrids continue to outperform.”

TBPN

Hybrid residuals crack faster than ICE; the used-market halo behind Ferrari's pricing power erodes.

RACRACESHORT@ $358.56

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since call Apr 10

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RACRACELONG5mo ago

“the new CEO, Benedetto Vigna, is a very talented executive and I think that he's probably going to land something beautiful”

All-In Podcast

FSD kills mass car culture but Ferrari survives as the experience luxury the wealthy still pay for

RACRACELONG@ $382.77

$385.93+0.82%

since call Feb 13

peak +5.4%

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