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TSLA

+35 pts



$TSLA - Goldman says Model S Plaid is important to illustrate Tesla's technology leadership, shrugs off China sales concerns, estimates 2021 deliveries to beat expectations

By cassie on June 11, 2021, 9:49 a.m.
Tagged topics: analyst checks , China , electric vehicles , Goldman Sachs , Model S Plaid

Views: 195, Votes: 4, Responses: 0, Attachments: 5
TSLA , RIDE , AAPL , GM , F

+31 pts



$TSLA - Deutsche says May's China sales data disproves concerns on demand

By cassie on June 10, 2021, 11:56 a.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank , strong demand

Views: 270, Votes: 1, Responses: 0, Attachments: 11
GM , F , APTV , FSR , RACE , PII , TSLA , RIDE , TEN , BWA , VC

+30 pts



$GM, $F - Morgan Stanley says EV potential is great, but the drag from declining ICE business cannot be overlooked; bullish on GM, bearish on F

By cassie on June 8, 2021, 2:39 p.m.
Tagged topics: valuations , electric vehicles , Morgan Stanley , ICE vs BEV , winners vs losers

Views: 274, Votes: 1, Responses: 0, Attachments: 22
TSLA , NIO , XPEV , F , LI

+33 pts



$TSLA - signs of fading Tesla fever in China? JP Morgan finds declining wait times but consistent store traffic, though competition is heating up

By cassie on June 7, 2021, 1:23 p.m.
Tagged topics: analyst checks , China , growing competition , electric vehicles , JP Morgan

Views: 156, Votes: 1, Responses: 0, Attachments: 4
RIDE , TSLA , F

+32 pts



$RIDE - Deutsche lukewarm on Lordstown as the large market opportunity is offset by operational challenges, lack of capital, and competition (deep dive)

By cassie on May 28, 2021, 11:14 a.m.
Tagged topics: growing competition , electric vehicles , deep dive , supply constrained , Deutsche Bank , electric pickups , operational challenges

Views: 120, Votes: 1, Responses: 0, Attachments: 21
F , TSLA , GM

+37 pts



$F - moving to modular EV architecture key to lifting BEV margins up to ICE levels; $TSLA and $GM have a head start

By cassie on May 27, 2021, 11:23 a.m.
Tagged topics: battery technology , electric vehicles , Goldman Sachs , ICE vs BEV , EV profitability

Views: 393, Votes: 4, Responses: 0, Attachments: 7
TSLA

+10 pts





By yrc7777 on May 26, 2021, 2:23 p.m.
Tagged topics: valuations , battery technology , electric vehicles , analyst upgrade , FSD data , Canaccord Genuity , power storage , Powerwall , Powerpack , Megapack

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA

+10 pts





By yrc7777 on May 26, 2021, 8:34 a.m.
Tagged topics: electric vehicles , analyst upgrade , RBC , access to capital , FSD data

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA

+10 pts





By yrc7777 on May 22, 2021, 10:32 a.m.
Tagged topics: margin improvement , improving outlook , clean energy , Canaccord Genuity , solar power , energy storage , Powerwall , Megapack

Views: 1, Votes: 1, Responses: 0, Attachments: 0
COIN , TSLA

+35 pts



$COIN - Oppenheimer says the pullback has now priced in not only a substantial fee cut but also the arrival of a 'crypto winter'

By realjoe on May 20, 2021, 12:02 p.m.
Tagged topics: discount valuation , Elon Musk , cryptocurrency , Oppenheimer , PBOC

Views: 114, Votes: 2, Responses: 0, Attachments: 3