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Motorhead

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

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Substack
PricingFreemiumPublishesTwice weekly
Issues202Founded3 years agoLast Issue6 days ago
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Latest Issues

Why Musk is Walking Back Tesla's Robotaxi Roll Out

Musk backpedaled on his robotaxi goals during the Q1 earnings call, after proclaiming they'd service half the US population by 2025-end. A look at recent FSD crash data & regulatory probes shows why.

Musk backpedaled on his robotaxi rollou...

6 days ago
15
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Bad Q1 Results Are the Least of Tesla's Worries

Cash burn, FSD reimbursements, & further robotaxi delays should weigh on Tesla shares.

As I mentioned in my Q1 preview report on Monday, this quarter’s earnings call will be more important than the results themselves, and this was exactly...

a month ago
21
1
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Tesla Q1: Guidance is More Important Than Results

Results take a back seat to many questions about robotaxis which Musk has to answer to on Wednesday's earnings call.

Tesla Q1 EPS should be in line with consensus: The Tesla-compiled consensus on April 17th sees Q1 2026 adjusted EPS of $0....

a month ago
21
3
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Tesla's Last Hurrah in Texas: Robotaxis Expanded to Dallas and Houston

Texas still has lax robotaxi laws that are set to become stricter from May 28th, after which Tesla may stop its occasional driverless rides.

Tesla posted a video of a driverless robotaxi driving in Dallas and Houston to announce their “rob...

a month ago
19
4
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High Oil is Bad for Auto Stocks Hinged to the US Market

The 38% rise in US gasoline prices will dent earnings at less fuel-efficient carmakers with big dependence on the US auto market; EVs get no bids, as hybrids grow market share.

The war in Iran has led to the largest disruption to oil suppl...

a month ago
13
1
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  • Motorhead

    Automotive long/short manager with over two decades of covering global automotive stocks. Focusing on which carmakers navigate deftly through the "EV revolution". Bearish on Tesla and the prospects of significant EV adoption.

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