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TSLA , GM , F , APTV , LEA , MGA , VC , TSM , Semiconductors

+39 pts



Despite some optimism of #semishortage easing in 2H, the situation remains 'dynamic and visibility is limited'

By cassie on Aug. 16, 2021, 12:59 p.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , semi shortage , limited visibility

Views: 290, Votes: 5, Responses: 0, Attachments: 2
F , GM , TSLA , APTV , CRNC , BWA , TEN , AXL , DAN , VNE , ADNT , LEA , ALV , VC , MTOR , APH , TEL , ST , TSP , FSR , RIDE , NKLA

+35 pts



RBC expects $F $GM and $TSLA to beat expectations, but recommends switching to suppliers like $APTV and $CRNC

By cassie on July 13, 2021, 12:04 p.m.
Tagged topics: analyst checks , electric vehicles , RBC , semi shortage , auto supply shortages

Views: 164, Votes: 3, Responses: 0, Attachments: 78
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: 317, Votes: 1, Responses: 0, Attachments: 22