Has Ferrari Lost Its Mind?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 26 May 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is bullish on an Iran agreement and how AI spending may take a hit. Travis Hoium, Matt Frankel, and Lou Whiteman discuss: - Ferrari Luce - The market thinks the Iran conflict is coming to an end - Is AI compute spending slowing down Companies discussed: Ferrari (RACE), Apple (AAPL), Uber (UBER), Duolingo (DUOL). Host: Travis Hoium Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Can Ferrari go all-electric?
0:03.9	Motley Fool Hidden Gems Investing starts now.
0:09.8	Welcome to Motley Cool Hidden Gems Investing.
0:11.6	I'm Travis Hoym, joined today by Lou Whiteman and Matt Frankel.
0:15.5	And guys, one of the big items over the weekend that I think we got to start with is Ferrari
0:20.6	introducing their
0:21.8	all electric luce, if I'm saying that correctly.
0:26.2	We have a pizza luce down the street from me.
0:29.2	Probably not related.
0:31.2	But this is something that we've seen at least the guts of Johnny Ives company Love
0:35.9	from design some of the internals. So we saw a little bit of that,
0:39.5	but we actually saw the outside. The reaction from the media from, you know, influencers and
0:46.2	people like that, Matt, was not all that positive. So what do you think about Ferrari making
0:52.5	this step into the EV space?
0:54.6	I mean, I could have told you before they made this product announcement that the market was going to react negatively.
0:59.8	It's going to be really tough for Ferrari to differentiate itself in the EB space.
1:05.5	The company's own executives seem to think that this is the future of the company, and I don't buy it.
1:09.9	People buy Ferraris for
1:11.3	specific reasons. One, they sound different than every other car on the road. They have race car like handling, which is almost impossible with an EV because your batteries weigh 2,000 pounds. I mean, there's a lot. People who buy Ferraris don't care about being able to drive 3,000 miles in a clip. The average Ferrari goes about 2,000 miles a year.
1:30.4	They're not actually for driving as much as they're probably very fun to drive.
1:35.4	I've driven one once, but they are more of kind of a showcase than anything else.
1:40.0	Yeah, I think I was there when you drove your Ferrari.
	...

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