Ferrari is less attractive to own now because its Luce numbers look increasingly underwhelming and prices are already being cut. The company and brand remain appealing, but the money could work better elsewhere. x.com 

Ferrari isn't worth owning even after getting cheap, because of long-standing brand problems. Like Corvettes, it isn't embraced by younger generations versus other exotic brands; it refuses to move to non-animal-skin interiors beyond the Purosangue SUV's Alcantara; and, as with Porsche, its SUV is cheapening the brand, with Ferrari merchandise even turning up in an outlet-mall shoe store. The Luce may be just long-term noise. x.com 

Ferrari's 41% drop from its high looks out of line with its fundamentals: net margin only slipped from 23% to 21%, and it is a beautiful company trading at a P/E barely above the market's. A fall this large should reflect fundamentals rather than technicals, beyond the broad market decline, so either the selloff is overdone or something is being missed. x.com  x.com 

Ferrari's incompetence in Formula 1 is one reason not to own its stock. x.com 

Ferrari's long-awaited electric car exposes a broken pricing model that ignores the EV industry's deeper issues: it costs $640,000, while Xiaomi and Tesla sell EVs for about $38,000, and Tesla has also solved full self-driving. The stock's 7% drop on the launch is justified. x.com 

Ferrari is a compounder with a premium brand, elite margins, scarcity and pricing power, and its EPS is expected to nearly double by 2028. The chart has built a six-month Stage 1 base, reclaimed the 200-day moving average and is knocking on breakout levels. Per @TLAMB91, large dark pool prints and supportive options flow have shown up lately. x.com  x.com 

Ferrari deserves to fall more than 10 points premarket after unveiling what is probably the ugliest car it has made, at an insane price. Repliers in the thread add that a Tesla Plaid costs a fraction of the price and that someone should be fired for allowing the design. x.com  x.com  x.com 

Ferrari is overvalued for such low growth. x.com 

Ferrari's buyers are rich people, and rich people never go through a recession. The stock just hit its highest level since November 2025. x.com 

Ferrari remains expensive because bulls ignored its capitalized R&D, overstating free cash flow. At the peak the stock traded near a 1% FCF yield, and dividends plus buybacks only ever covered about half the quoted FCF, leaving some €400M unexplained. Even at about 25x FCF it would be only cheap-ish when TransDigm or Moody's, growing 6-8% for years, trade at 25-30x, and Ferrari is still materially above that despite a 43% drawdown, its largest ever, per @Fiscal_ai. x.com  x.com  x.com