pinny shisgal
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...
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My Tesla Conviction
pinny shisgal
May 8, 20233 min read
Fisker delivers the first Ocean SUV EV in Europe
05.08.23 Fisker is a Relative newcomer in the EV scene. However, it is the second life of Fisker. Fisker was a Hybrid EV startup 15...
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pinny shisgal
May 8, 20231 min read
Tesla Model X vs Rivian R1S as a viable Full-size 7-seater EV in the US
I recently responded to a Twitter post discussing the better option for a Full-size 7-seater Ev today in the US. The Model X has been the...
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pinny shisgal
May 4, 20233 min read
TSLA Q1 2019 Loaded spring effect - Is it repeating in 2023?
05.04.2023 After Q1 2019 Earnings Facts Tesla reports a drop in Revenue by 38% from $7.2B to $4.5B, and Deliveries down from 91k to...
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pinny shisgal
May 3, 20231 min read
Tesla revives Model 3 LR AWD after 8 months of absence
05.03.2023 Tesla officially returned the Tesla Model 3 long-range to the menu after it was removed at the peak of demand last year. ...
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pinny shisgal
May 3, 20233 min read
Ford EV Q1 report card and US Market Share
05.03.2023 Ford Q1 earnings are out. $41.5B revenue, 9% more overall deliveries than Q1 2022 (the peak of the Chip shortage), $1.8B Net...
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pinny shisgal
Apr 27, 20232 min read
ENPH was down 25% in one day because of lower guidance - an Enpahse summary
04.28.2023 Enphase (ENPH) is an outstanding growth story... It is a Solar Inverter manufacturer, the "small" competitor of Solar Edge...
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pinny shisgal
Apr 22, 20233 min read
Are the Tesla price cuts actually helping Legacy ICE survive?
04.22.23 Here we go again... The Brilliant take of Adam Jonas. Adam Jonas is a Brilliant Analyst from Morgan Stanley. He has been...
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pinny shisgal
Apr 22, 20231 min read
Worm Capital - "The Tesla Decade", a recommended deep Tesla Long term Conviction
04.22.23 Arne Alsin, CEO and Founder of Worm Capital, a hedge fund concentrated on Disruption, has been bullish on TSLA for a while, at...
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pinny shisgal
Apr 21, 20232 min read
Owning TSLA now is like owning AAPL in 2007 or even 2003
04.21.23 Arne Alsin, CEO and Founder of Worm Capital, a hedge fund concentrated on Disruption, has been bullish on TSLA for a while, at...
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pinny shisgal
Apr 21, 20231 min read
ARK Invest New TSLA 2027 PT -$2000
04.21.23 Cathie Wood, CEO of ArkInvest: "TSLA - The most Important Ivestment Opportunity of our lifetime" Today Ark Invest rolled out...
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pinny shisgal
Apr 20, 20233 min read
TSLA after Q1 earnings - Disappointing or a Long-term Opportunity?
04.20.23 Tesla stock is down 10% right now at $163. The obvious reason is the reaction to decreased margins in Q1, 24% lower YoY and...
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pinny shisgal
Apr 19, 20231 min read
Tesla reduced prices again in the US on all model Y and on Model 3 SR
04.19.23 Tesla reduced Model Y's entire US line by $3k. Model Y, 279m, 4680 batteries, AWD, is now $47k ($39.5k after rebate). Model Y...
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pinny shisgal
Apr 12, 20234 min read
Can the CyberTruck get 300 miles with a 100kwh battery? From a Ford lightning owner's perspective.
April 12, 2023 Cybertruck is coming this year, finally. Against all odds and against many skeptics. A few big questions remain so far,...
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pinny shisgal
Apr 10, 20231 min read
A New 10K Megapack Tesla Factory Announced in China
April 10, 2023 Tesla signed yesterday in Shanghai a New Megapack Factory. It will be completed in Q3, 2024 and is expected to make 10k...
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pinny shisgal
Apr 10, 20231 min read
Tesla dropped prices again, Model 3 is $34.5k, after rebate, going up to $38k on 4.18.
April 07, 2023 Tesla Model 3 in the US is now at $34.5k, after rebate, the lowest ever. Tesla reduced prices In the US, today, again,...
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pinny shisgal
Apr 9, 20233 min read
BYD update
March 30, 2023 BYD is the Second largest BEV manufacturer in the world. It is often stated to be the largest, but that is not accurate,...
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pinny shisgal
Apr 9, 20232 min read
Rivian update
March 30, 2023 RIVN stock was sharply up yesterday, over 10%, and more today. What happened? Is it fundamental? I have a very positive...
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pinny shisgal
Apr 9, 20231 min read
GM and Ford have much less to lose than Tesla?
March 27, 2023 "Dan Nathan from CNBC... GM will be around in 100 years, but Tesla is not so sure. Tesla has more to lose as a leader, as...
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pinny shisgal
Apr 9, 20231 min read
Is Ford coming for Tesla?
March 27, 2023 Ford (F) CEO Jim Farley sent a clear message to Tesla (TSLA) investors: "Your profit margins will not stay so lofty in...
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