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My Tesla Conviction
pinny shisgal
May 19, 20232 min read
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...
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pinny shisgal
May 18, 20233 min read
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...
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pinny shisgal
May 18, 20232 min read
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...
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pinny shisgal
May 10, 20234 min read
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,...
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pinny shisgal
May 10, 20231 min read
April CPI TTM was 4.9%, the lowest in 11 months consecutively.
May 10, 2023 CPI (12m trailing inflation) announced this morning... 4.9%. This was better than the 5% expected. This makes the 11th...
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pinny shisgal
May 9, 20232 min read
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...
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pinny shisgal
May 8, 20232 min read
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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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 5, 20231 min read
Tesla ESA - Extended Warranty 2023 update
I just learned that Tesla no longer offers a 4 year extended Warranty on any vehicle. They used to offer a $4.75k, 4yr/50k miles only for...
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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 30, 20232 min read
“loophole trick” to bypass tax credit restrictions
04.30.2023 Last year after pressure from Korean and other EV/Hybrid foreign legacy, and US legacy too, the government offered a magic...
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pinny shisgal
Apr 28, 20232 min read
Are Solar stocks directly reacting to California's New Solar Net Billing Tariff (NBT/NEM3)?
04.28.2023 The California Public Utilities Commission (CPUC) decided on Dec 2022, against overwhelming public opposition, to change 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 25, 20232 min read
טסלה מודל Y הרכב הכי פופולרי בעולם, אך האם הוא הכי פחות אמין בעולם?
04.25.2023 כמיטב המסורת של "ICE", כתבה נוספת המועתקת בתרגום לוקה ממקור לועזי אחר ומציגה מצג שווא שנועד לתאר את מכוניות טסלה כמכוניות הכי...
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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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