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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
GM , F

+10 pts





By yrc7777 on June 4, 2021, 11:38 p.m.
Tagged topics: electric vehicles , analyst raises estimates , analyst raises target , JP Morgan , FSD data , semi shortage , inflation beneficiaries , better than feared

Views: 1, Votes: 1, Responses: 0, Attachments: 0
GM , F

+38 pts



$GM, $F - JP Morgan raises estimates and targets on benefit from inflation and less-than-feared impact from semi shortage

By cassie on June 4, 2021, 10:57 a.m.
Tagged topics: electric vehicles , analyst raises estimates , analyst raises target , JP Morgan , semi shortage , inflation beneficiaries , better than feared

Views: 298, Votes: 4, Responses: 1, Attachments: 19
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
F

+30 pts



$F - street upbeat on Ford's announcements ahead of Capital Markets Day, suggests 'considerable improvement in profitability' and acceleration towards EV

By cassie on May 26, 2021, 10:22 a.m.
Tagged topics: margin improvement , electric vehicles , Deutsche Bank , RBC , Capital Markets Day

Views: 108, Votes: 1, Responses: 0, Attachments: 3
F

+30 pts



$F - the F-150 Lightning is margin dilutive, but it will protect their Golden Goose and dominance in pickups

By cassie on May 24, 2021, 12:42 p.m.
Tagged topics: near term vs long term , margin pressure , electric vehicles , RBC , dominance in pickups

Views: 112, Votes: 1, Responses: 0, Attachments: 5
F , RIDE

+33 pts



$F, $RIDE - Morgan Stanley asks 'why would you buy a Lordstown Endurance?' after seeing the F-150 Lightning

By cassie on May 21, 2021, 1:36 p.m.
Tagged topics: growing competition , electric vehicles , Morgan Stanley , transition from ICE to BEV , F-150 , F-150 Lightning , Lordstown Endurance

Views: 468, Votes: 2, Responses: 0, Attachments: 5