Tesla Reports Record Q3 Deliveries; Blow Out Quarter Secured
Q3 deliveries topped 241,000, trouncing market consensus & my best case estimate. It was an easy comp vs weak results last yr on new model & market...
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Tesla: So Long, Free Money
Stellantis says it will stop buying billions of dollars in energy credits from Tesla, leaving a giant hole in Tesla's "profit" potential and...
686 Views
Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
735 Views
A Look at Foxconn’s EV Platform – Should Tesla Be Worried?
Foxconn presented an open-source platform that it hopes will streamline the process of developing EVs. This Insight looks at Foxconn’s efforts in...
658 Views
Investors Aren't Worried, But Tesla Seems To Be
Tesla Motors (TSLA US)stock is soaring to record heights, again, topping $1800 on Monday. That's up 30% in four days and up 113% since...
777 Views