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TSLA stock dropped to a local low, as low as December 2020 - June 2026 calls are available
01.16.24 TSLA had a disaster in the second half of 2022, mostly due to Musk purchasing Tweeter and selling shares to fund it. Stock...
pinny shisgal
Jan 16, 20242 min read
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Tesla Rivian and Chinese BEV Q4 and Full year deliveries
01.02.2024 TSLA reported Q4 deliveries. 484.5k. Just enough to cross the 1.8m for the year, the company guided since the end of 2022 when...
pinny shisgal
Jan 2, 20241 min read
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All things Cybertruck
12.05.23 1. Price, Range, Battery size CT - Dual motor, 340 miles, 123kwh battery, $80k (Full rebate available), 4.1 sec 0-60, Efficiency...
pinny shisgal
Dec 9, 20234 min read
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Tesla Cybertruck specs leaks and rumors compared to Rivian R1T and Ford Lightning
11.28.2023 Unconfirmed leaked specs of the Cybertruck... Nema 14-50 power outlet + 2 x Nema 5-20 in bed. No outlets Frunk, no info on the...
pinny shisgal
Nov 30, 20232 min read
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Not all EV's are created equal
10.11.2023 An HSBC analyst initiated coverage on TSLA for the first time ever, with a $146 PT, a 34% down, sell rating. The analyst is a...
pinny shisgal
Nov 10, 20232 min read
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IRA EV rebate is going Plaid in January 2024.
11.02.23 The U.S. Department of the Treasury and the IRS today began allowing car dealers (including Tesla) to register for the IRS...
pinny shisgal
Nov 2, 20232 min read
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Lucid Q2 Earnings and Price cuts
08.14.23 Lucid Q2 earnings results were Announced last week. The results were a disaster, roughly 25% below expectations both on Revenue...
pinny shisgal
Aug 14, 20232 min read
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US BEV adoption in the First half of 2023 was 7.3% - on pace to 80% by 2028 or 2029
07.18.23 First Half of 2023, this is the US BEV market: Tesla - 337k Hyundai Group - 38.5k GM - 36.3k VW - 26.5k Ford - 25.7k Rivian -...
pinny shisgal
Jul 18, 20232 min read
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Ford f-150 Lightning prices dropping slightly ahead of Tesla Cybertruck launch this Quarter
07.16.23 07.17.23 updated Ford is starting to slightly reduce The lightning prices, after several increases and Lower price trims removed...
pinny shisgal
Jul 16, 20232 min read
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Chevy Silverado launched - How will Tesla Cybertruck compare?
07.04.23 The Silverado EV was launched last week and it is gorgeous, it packs an EPA range of 450 miles range for a 9000 lb Pickup...
pinny shisgal
Jul 4, 20233 min read
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Rivian Q2 2023 Deliveries - Impressive Production and Delivery Ramp-up
07.03.23 I summarized Rivian's Delivery and Financial history in the last post, last quarter, Check it out to catch up to date...
pinny shisgal
Jul 3, 20232 min read
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Tesla Q2, 2023 deliveries - a new Record
07.01.2023 Tesla delivered in Q2, 2023 466k cars, 83% YoY from 254k in Q2 ,2022 and 10% QoQ form 422k last quarter. Expectations were...
pinny shisgal
Jul 2, 20232 min read
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Elon Musk Tesla predictions, Which ones came true?
06.26.23 Elon Musk's past predictions In 2010, Musk predicted 6-7 years to a mass production car. I guess you could say it took 7 with...
pinny shisgal
Jun 26, 20233 min read
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Tesla - Value vs Revenue Growth 2014-2022, Is TSLA Undervalued?
06.26.23 TSLA stock reflects an Undervalued Opportunity if comparing last 8 years Average gross rate of Revenue vs Stock and comparing it...
pinny shisgal
Jun 26, 20231 min read
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Hertz is Going full EV faster than expected
05.18.23 https://electrek.co/2023/05/11/hertz-evs-orlando/ Hertz is bringing 6000 EVs to Orlando alone? Sounds impressive. Very...
pinny shisgal
May 19, 20232 min read
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יונדאי מציגה מגוון מכוניות חשמליות מצוינות אבל מתעקשת להתחשמל בקצב נמוך מהקצב העולמי - מתכון לכשלון?
05.18.23 תכניות קבוצת יונדאי להטמעת רכבים חשמליים והממשק למציאות. מקרא: מכוניות מחושמלות = PHEV (פלאג אין הייבריד) + BEV מכוניות...
pinny shisgal
May 19, 20233 min read
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Finally - Positive vibes after a Tesla Event
5/18/2023 On 5/16/2023 Tesla conducted their Annual Shareholder meeting. Major takeaways - JB Straubel, One of Tesla's Founders, joined...
pinny shisgal
May 18, 20232 min read
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Nikola on Last Fumes - Iveco gives up on the NKLA story - Game Over?
05.10.23 Nikola reported Q1, 2023 earnings. Nikola delivered: - 48 trucks in Q2, 2022 out of 50 produced, - 63 in Q3 while producing 75,...
pinny shisgal
May 10, 20234 min read
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Is everyone in the US aware that the Model Y LR is now $42.5k after rebate vs $66k 6-7 mo ago?
05.09.23 Model Y LR is now $42.75k after rebate vs $66k, 6-7 mo ago, the exact same car. Actually, there is a cheaper Model Y now for...
pinny shisgal
May 9, 20232 min read
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Lucid reports Q1 earnings, lowering 2023 guidance, Where are 3700 cars produced and not sold?
05.08.23 LCID reported Q1 earnings. $149m revenue, down from $257m in Q4, up from $57m in Q1 2022 at the start of production. This $149m...
pinny shisgal
May 8, 20232 min read
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