Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.
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Musk set up a high hurdle for Tesla in 2025 with goals for 20% to 30% delivery growth and FSD being "unsupervised" in two US states. This raises the chances of a huge disappointment
Brief comment on the Bloomberg article that sent Tesla up by 5.6% on Robinhood
Tesla added $377 billion in market cap in 4 days after Trump's election win. This is similar to its surge to all-time highs in November 2021, after which it plunged by 50%.
Tesla is worth $218 billion more just 3 days after Trump's election win. It's the market value of Musk's impunity from various federal probes now that Trump is back.
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The writers behind this newsletter.
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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