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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
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
GM

+30 pts



$GM - Barclays hosted investor meetings with top management, says GM can win shares in coastal markets with EVs without neglecting mid-America

By cassie on June 3, 2021, 5:05 p.m.
Tagged topics: electric vehicles , non deal roadshow , Barclays , ESG initiatives , Mary Barra

Views: 114, Votes: 1, Responses: 0, Attachments: 3
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
AMZN , GOOGL , FB , MSFT , GM , TWTR , BABA , SNOW , C , FCX , ILMN

+1 pts





By anon7828 on May 21, 2021, 12:59 p.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 1, Votes: 1, Responses: 0, Attachments: 0
FB , MSFT , AMZN , GOOGL , BABA , C , GM , FCX , ILMN , SNOW , TWTR

+43 pts



Goldman says $FB, $MSFT, $AMZN, $GOOGL, $BABA are currently the most popular long positions among hedge funds

By labjordan on May 21, 2021, 11:42 a.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 214, Votes: 5, Responses: 1, Attachments: 28
GM

+30 pts



$GM - Deutsche raises target to $70 on Q1 beat, encouraged by aggressive electrification and autonomous driving strategy

By cassie on May 6, 2021, 6:10 p.m.
Tagged topics: earnings results , autonomous vehicles , electric vehicles , analyst raises estimates , analyst raises target , beat and raise , Deutsche Bank , Strong execution

Views: 93, Votes: 1, Responses: 0, Attachments: 4
GM , F

+30 pts



$GM - street pleasantly surprised full year guidance affirmed despite semi shortage, reflects strong management execution and EV investments momentum

By cassie on May 5, 2021, 10:56 a.m.
Tagged topics: guidance affirmed , earnings results , electric vehicles , JP Morgan , RBC , Jefferies , semi shortage , beat expectations , Strong execution

Views: 560, Votes: 1, Responses: 0, Attachments: 3