Latest ideas and analyses related to charging infrastructure

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VLTA , WBX

+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
WBX , VLTA

+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
BEEM , BLNK , CHPT , EVGO , TSLA , VLTA

+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
TSLA

+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
Autos

+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
BEEM , BLNK , CHPT , EVGO , VLTA

+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
TSLA , NIO , XPEV , BLNK , CHPT , EVGO

+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
EVGO , TSLA , GM , UBER

+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
EVGO , GM , UBER , TSLA

+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
EWC

+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
EVGO , BLNK , CHPT , BEEM , VLTA

+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
BLNK , CHPT , BEEM , VLTA

+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
BEEM , BLNK , CHPT , VLTA

+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
BLNK , VLTA , CHPT , BEEM

+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
CHPT

+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
TSLA , NIO , XPEV , BLNK , CHPT , EVGO

+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
TSLA , NIO , XPEV , BLNK , CHPT , EVGO

+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
NIO , TSLA , BLNK , EVGO , XPEV , CHPT

+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
BLNK

+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
CHPT

+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