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Latest ideas and analyses related to charging infrastructure
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Wallbox (NYSE:WBX) is in a new partnership with EVmatch focused on increasing charging accessibility and choice for EV drivers by allowing customers on the EVmatch...
These stocks will move up, but not clear to me who the winner will be long term. Leanings towards $NYSE:CHPT*and $NASDAQ:EVGO*, and potentially we will...
Aulton New Energy is one of NIO Capital investments; the battery swap infrastructure buildout is currently dominated by these two companies. The national standard by...
Latest ideas and analyses related to charging infrastructure
+11 pts
Wallbox (NYSE:WBX) is in a new partnership with EVmatch focused on increasing charging accessibility and choice for EV drivers by allowing customers on the EVmatch...
By tattit on Aug. 5, 2022, 12:40 p.m.
Tagged topics: deep dive , charging infrastructure , initiation report
Views: 4, Votes: 2, Responses: 0, Attachments: 0
+38 pts
AC/DC: Charging up
By mooreideas on Aug. 5, 2022, 11:24 a.m.
Tagged topics: deep dive , charging infrastructure , initiation report
Views: 18, Votes: 4, Responses: 1, Attachments: 1
+36 pts
EV Charging 2Q Preview -- On the Road to Secular Growth
By puckerman17 on July 22, 2022, 3:07 p.m.
Tagged topics: charging infrastructure
Views: 24, Votes: 6, Responses: 0, Attachments: 1
+39 pts
$TSLA The case for opening the Supercharger network - $1-3bn incremental revenue opportunity
By ethonomics on June 30, 2022, 1:40 p.m.
Tagged topics: charging infrastructure
Views: 1409, Votes: 4, Responses: 0, Attachments: 1
+41 pts
EV charging industry update
By ethonomics on June 13, 2022, 1:55 p.m.
Tagged topics: charging infrastructure
Views: 32, Votes: 5, Responses: 0, Attachments: 1
+41 pts
EV charging stocks should see better performance with growing EV adoption and strong road travel recovery
By cassie on Feb. 22, 2022, 11:57 a.m.
Tagged topics: earnings preview , charging infrastructure
Views: 118, Votes: 6, Responses: 0, Attachments: 1
+1 pts
thanks...
By i_sarut on Nov. 24, 2021, 2:44 a.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+10 pts
Still very unclear to me who the winner will be in the charger network race. Could be $NASDAQ:EVGO* but it probably makes more sense to...
By realmomobags on Nov. 9, 2021, 3:22 p.m.
Tagged topics: ride share , electric vehicles , charging infrastructure , Hertz deal , fast charging
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+42 pts
$EVGO a direct beneficiary of building momentum in fast charging, as reflected in partnerships with $GM and $UBER
By cassie on Nov. 9, 2021, 2:25 p.m.
Tagged topics: ride share , electric vehicles , charging infrastructure , Hertz deal , fast charging
Views: 499, Votes: 6, Responses: 1, Attachments: 1
+35 pts
Canadian Infrastructure
By KHUN on Nov. 8, 2021, 5:43 p.m.
Tagged topics: analyst checks , charging infrastructure , Biden Infrastructure Plan
Views: 51, Votes: 4, Responses: 0, Attachments: 1
+15 pts
These stocks will move up, but not clear to me who the winner will be long term. Leanings towards $NYSE:CHPT*and $NASDAQ:EVGO*, and potentially we will...
By realmomobags on Nov. 8, 2021, 1:06 p.m.
Tagged topics: charging infrastructure , Biden Infrastructure Plan , Build Back Better
Views: 3, Votes: 1, Responses: 0, Attachments: 0
+11 pts
BLNK was one of the highest shorts over the summer, could have a long ways to go if it gets squeezed. There's no doubt that...
By Supersaverguy on Nov. 8, 2021, 11:45 a.m.
Tagged topics: charging infrastructure , Biden Infrastructure Plan , Build Back Better
Views: 3, Votes: 2, Responses: 0, Attachments: 0
+49 pts
Infrastructure Bill set to provide 5-year support for build out of charging infrastructure and adoption of EVs
By cassie on Nov. 8, 2021, 11:07 a.m.
Tagged topics: charging infrastructure , Biden Infrastructure Plan , Build Back Better
Views: 206, Votes: 7, Responses: 2, Attachments: 1
+35 pts
$BLNK $VLTA $CHPT $BEEM - EV charging stocks likely to beat on revenue in Q3, but margins may stay weak
By cassie on Oct. 28, 2021, 11:16 a.m.
Tagged topics: weak margins , electric vehicles , earnings preview , charging infrastructure
Views: 51, Votes: 3, Responses: 0, Attachments: 1
+11 pts
Definitely looks like CHPT could be a winner but so many risks, their business does not seem to have very strong moats to stop other...
By GekkoJLDN on Oct. 28, 2021, 4:46 a.m.
Tagged topics: growing competition , electric vehicles , secular growth , deep dive , charging infrastructure , Goldman Sachs
Views: 3, Votes: 2, Responses: 0, Attachments: 0
+10 pts
Very hard to say who the winners will be here, so probably makes sense to buy a portfolio, IF investing in China at all. Still...
By realmomobags on Oct. 11, 2021, 12:55 p.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+11 pts
Aulton New Energy is one of NIO Capital investments; the battery swap infrastructure buildout is currently dominated by these two companies. The national standard by...
By joshuawearne on Oct. 9, 2021, 10:48 a.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan
Views: 4, Votes: 2, Responses: 0, Attachments: 0
+52 pts
JP Morgan's #China EV charging primer
By cassie on Oct. 8, 2021, 11:20 a.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan
Views: 97, Votes: 6, Responses: 3, Attachments: 2
+30 pts
$BLNK - Needham remains bullish after Q2 miss due to compensation ramp, sees strong fundamentals in 2022 and beyond
By cassie on Aug. 12, 2021, 10:54 a.m.
Tagged topics: buying opportunity , electric vehicles , charging infrastructure , Needham , earnings miss
Views: 112, Votes: 1, Responses: 0, Attachments: 2
+1 pts
thanks...
By i_sarut on Aug. 8, 2021, 1:52 a.m.
Tagged topics: growing competition , electric vehicles , secular growth , deep dive , charging infrastructure , Goldman Sachs
Views: 2, Votes: 1, Responses: 0, Attachments: 0