The Strategy outperformed its benchmark during a volatile quarter, as strong contributions from our financials and energy holdings overcame detractors in consumer staples...
Continue ReadingTesla deliveries fell in2024, but the refreshed Model Y is here. BYD's sales continue to surge, seizing the BEV crown in Q4. TSLA stock remains strong...
Continue ReadingAnalysis of Tesla, Inc.'s stock surge and issues, including regulatory changes, falling profitability, demand issues, and robotaxi delays. Click for more on TSLA...
Continue ReadingI aim to provide transparency by sharing quarterly updates on my portfolio, evaluating my strategy, and sparking new investment ideas. Click here to read more...
Continue ReadingRising data center power demands, driven by AI adoption, highlight the increasing importance of nuclear energy for efficient power supply...
Continue ReadingTesla's robotaxis and AI push are appealing, but expectations may be inflated. Learn why TSLA stock could face challenges with overestimated future sales...
Continue ReadingThe most important question for European car markets at the start of the year is whether the ambitious EU CO2 targets for 2025 will remain in place. Click to read...
Continue ReadingThe billionaire CEO of Tesla says there is a good shot of cutting at least $1 trillion from federal government expenditures...
Continue ReadingAutomotive investors are a gloomy bunch, and there is good reason for that. Still, some car stocks look poised to have an impressive 2025...
Continue ReadingNIO (NIO) stock has lost almost half of its value over the past 12 months and remains quite volatile. The business remains loss-making, and its path to profitability isn’t clear, given the company’s fairly unstable trajectory and investment in new business units. Personally, I’m bearish on NIO stock. The sector is increasingly competitive and the smart money already appears to have moved to automation. I’m also uncertain about the future of battery-swapping technology. Let’s Start with NIO’s Pos...
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