Recently, I had initiated coverage for Tesla (NASDAQ: TSLA ) (TSX: TSLA:CA ) and, despite several concerns, had ended up with a Hold rating. I still hold my view that TSLA is a gamble at this point (may change in the future, II am a stock analyst with 20+ years of experience in quantitative research, financial modeling, and risk management. I specialize in equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities. As a former Vice President at Barclays, I h ...

Disrupt or be DisruptedTechnological advances are always at the heart of disruption on Wall Street, and thus, the most profitable long-term trend opportunities. However, it will mean a slow, painful death for companies who fail to adapt and evolve. Conversely, the rewards are substantial for companies that respond to market changes and debut new technologies. For instance, Blockbuster Video did little to adapt when Netflix ((NFLX) first began its mail-order DVD service (which later morphed into a streaming ...

Federal safety investigators have sent Tesla a detailed list of questions on its upcoming robotaxi service as part of an investigation into how the company’s “Full Self-Driving (Supervised)” software operates in low-visibility conditions.The National Highway Traffic Safety Administration’s Office of Defects Investigation wants the additional information about Full Self-Driving (Supervised) — or “FSD” — in order to “understand how Tesla plans to evaluate its vehicles and driving automation technologies for u ...

DETROIT – General Motors has hired Sterling Anderson, a former Tesla executive and cofounder of autonomous vehicle company Aurora Innovation, as its chief product officer.In the newly created position, Anderson will oversee the "end-to-end product lifecycle for both gas- and electric-powered vehicles, including hardware, software, services, and user experience," GM said on Monday. Anderson, who worked at Tesla for two years before forming Aurora in 2017, will start with the Detroit automaker on June 2. He w ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Summary:⚈ Tesla director Joseph Gebbia bought $1M in stock at $256.31 per share⚈ Shares rose 21.36% to $311.05, earning over $200K in under three weeks⚈Trade gains came amid tariff relief and Musk’s expected reduced government roleDirector Joseph Gebbia’s April 24 insider trade of Tesla (NASDAQ: TSLA) stock was immediately noted as unusual for being the first of its kind in years, and, by May 12, 2025, it also proved highly lucrative. The buy, as picked up by Finbold’s insider trading radar, was executed at ...

The legendary value investor Bill Miller has built up quite the resume over decades of investing. While overseeing the Legg Mason Capital Management Value Trust fund, Miller beat the broader benchmark S&P 500 index for 15 consecutive years from 1991 to 2005.Today, Miller is a billionaire. He also founded Miller Value Funds and continues to invest through the firms' various funds. Given his achievements, many market watchers pay attention to what he is buying and selling.Recently, in Patient Capital Manageme ...

Group 1: Company Overview - Cathie Wood, through ARK Invest, has made significant investments in transformative technology stocks like Tesla, predicting a rise to $2,600 per share, which would lead to a market cap of nearly $10 trillion [1] - Currently, Tesla's stock trades around $275, with investor optimism present, but underlying issues suggest a potential decline rather than an increase to the predicted price [2] Group 2: Market Share and Revenue - Tesla's market share in the U.S. for electric vehicles has decreased from 75% in Q1 2022 to 43.5% in Q1 2025, indicating a slowdown in growth [3] - Revenue has declined by 20% year over year in the last quarter, affected by increased competition in both the U.S. and international markets [4] Group 3: Profit Margins - Despite price reductions, Tesla's gross margin has fallen from nearly 30% to under 18%, and operating margin has decreased from 16% to 7.4% over the past year, suggesting ongoing financial challenges [5] Group 4: Energy Segment - The energy pack segment of Tesla has shown strong growth, with a 67% year-over-year revenue increase to $2.73 billion, but this segment has low gross margins and limited market potential [8][9] Group 5: Future Projects - Tesla is focusing on autonomous vehicles and the Optimus humanoid robot, but progress has been slow, with no working prototypes available yet [10][11] - CEO Elon Musk has high revenue expectations for the humanoid robot project, but it remains uncertain when or if these profits will materialize [11] Group 6: Valuation Concerns - Tesla's price-to-earnings (P/E) ratio stands at 151, significantly higher than the S&P 500's P/E of 20-30 and the typical automotive industry P/E of 10 or below, indicating overvaluation [13][14] - The disconnect between Tesla's stock price and its declining revenue suggests a higher likelihood of a stock price crash rather than a rise [15]

乘联分会： 4月新能源乘用车出口18.9万辆，同比增长44.2%，环比增长31.6%。其中，特斯拉公司4月 份出口了29,728辆中国制造的汽车。 ...

Group 1: Tesla Overview - Tesla has established itself as a leader in the electric vehicle (EV) market, prompting traditional automakers to recognize the technology as a significant business threat [1] - In 2024, Tesla sold nearly 1.8 million EVs across its various vehicle platforms, with the Model 3 and Model Y accounting for approximately 95% of total vehicle sales [2][4] - The Cybertruck, which began deliveries in late 2023, is included in the "other" category, which saw a nearly 50% decline in sales from Q4 2024 to Q1 2025 [5] Group 2: Rivian Overview - Rivian focuses exclusively on manufacturing and selling EV trucks for both consumer and commercial markets, ramping up production to around 50,000 vehicles annually in 2023 [6] - In Q1 2025, Rivian sold approximately 8,000 trucks, which is about 60% of the "other" vehicle sales from Tesla [7] - Rivian's business model, while showing growth potential, may face limitations due to its singular focus on EV trucks, which could restrict long-term growth opportunities [8][10] Group 3: Market Comparison - Tesla's Cybertruck has a polarizing design, while Rivian's vehicles are more traditional, potentially appealing to a broader customer base [9] - Despite Rivian's achievements, the comparison to Tesla suggests that achieving sustainable profitability may be more challenging than Rivian anticipates [10]