Hello and Happy New Year! From my perspective, 2022 is already shaping up as a promising year for digital technologies. EVs – which are essentially highly sophisticated computers on wheels – are steadily gaining ground with consumers. As a result, Tesla is setting new records.
“Electric vehicle leader Tesla delivered a whopping 308,600 vehicles in the fourth quarter of 2021. That’s a record result and should be enough to keep the stock moving early in 2022,” writes Al Root of Barron’s. “Fourth quarter deliveries grew 71% compared with the fourth quarter of 2020. For the full year, deliveries came in at around 936,000, up roughly 87% compared with the roughly 500,000 units delivered in 2020.”
I strongly recommend watching this morning’s interview with Walter Isaacson on CNBC’s Squawk Box. Isaacson is a history professor at Tulane University and an advisory partner at Perella Weinberg Partners, and he explains in clear language precisely why Tesla CEO Elon Musk has become such an important and truly visionary leader in our modern digital economy.
I agree that chips and related products are likely to remain hot commodities for the foreseeable future. Let’s face it – chips are in practically everything these days, and that trend is likely to continue for a long time.
And here’s another prediction: HMG Strategy’s ability to provide world-class insight and leadership based on our unique peer-to-peer advisory services model will prove transformational in 2022. I think we can also agree that in volatile times like these, you certainly don’t need old-fashioned analyst-led research reports that were written by people with little first-hand knowledge of the current challenges facing CIOs, CISOs and technology leaders.
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