Dr. Michael Burry has been quite vocal of late, thanks in part to the launch of his "Cassandra Unchained†commentary on Substack, which may very well allow the contrarian to be heard like never before. ...

Tesla stock (NASDAQ: TSLA) pushed higher on Wednesday, finding fresh momentum as reports of a potential "robotics executive order†from the Trump administration fueled buying in automation sectors. ...

Core Insights - Tesla's stock surged by 63% over the past nine months, primarily driven by a 130% increase in its P/E ratio, despite a 2.1% decline in revenue and a 27% drop in net margin [1][5]. Financial Performance - Revenue decreased by 2.1% and net margin fell by 27%, indicating challenges in financial performance [5]. - Record delivery figures of 497,099 vehicles in Q3 were achieved, as consumers rushed to purchase before the expiration of EV tax credits [10]. Market Dynamics - Investor sentiment shifted positively due to Tesla's pivot towards AI and robotics, particularly with developments in Robotaxi plans and the Optimus humanoid robot [10]. - Potential tariffs and reduced EV subsidies may benefit Tesla, as its lower-cost U.S. manufacturing base could enhance its competitive position against other automakers [10]. Stock Market Reaction - The stock's remarkable increase occurred amidst volatility caused by forecast disappointments and market challenges, leading investors to reassess the company's outlook [3][10].

Group 1 - Uber is now offering rides in all-electric robo taxis across a 9 square mile area of Dallas, allowing riders to be matched with these vehicles at no extra cost [1] - The robo taxis currently operate with an onboard safety specialist but are designed for future fully driverless service, with rider preferences managed directly in the Uber app [2] - Archer Aviation plans to build an air taxi network in the Miami metro area, providing 10 to 20 minute electric flights between major cities, significantly reducing typical 90-minute car commutes [2] Group 2 - Nphase Energy has launched its new power match technology in Europe, which enhances battery efficiency and longevity by dynamically adjusting output to real-time power needs [3] - The IQ Battery 5P can reduce efficiency losses and may last up to 40% longer than certain competing batteries due to its use of six micro inverters that activate only as needed [3] - EVgo has surpassed 5 million Autocharge Plus sessions, with enrollment rising to over 300,000 drivers across nearly 80 compatible EV models, particularly Cadillac, Chevrolet, Ford, and Rivian [4] Group 3 - Autocharge Plus now initiates nearly 30% of all EVgo charging sessions, simplifying the charging experience for electric vehicles, including Tesla's, and improving overall charge success rates on the network [4]

Shares of Tesla Inc (NASDAQ: TSLA) slipped 1.2% to $424.98 on December 2, 2025, as retail investors rallied behind Michael Burry's latest call that the electric vehicle maker is "ridiculously overvalued. ...

Core Insights - Tesla experienced an increase in car production in China during November, recovering from a relatively weak performance in October [1] Group 1: Production Performance - The company produced more vehicles in November compared to October, indicating a rebound in production levels [1]

Group 1: Tesla's Performance in China - Tesla's sales in China rose by 9.9% in November compared to the same month last year, marking a rare positive outcome for the company amid a challenging year in major markets [1] - The company has faced significant sales declines in Europe and intense competition in China, leading to an anticipated overall sales decline for the second consecutive year [1] Group 2: BYD's Challenges and Performance - BYD, Tesla's largest competitor in China, has experienced three consecutive months of sales declines, selling just over 480,000 EVs and hybrids in November, which is approximately 5.3% less than the same period in 2024 [2] - The company is navigating a renewed price war in China's competitive EV market and a government crackdown on aggressive discounting, yet it remains on track to potentially surpass Tesla as the world's largest seller of battery EVs this year [3] - BYD's overseas sales reached a record 131,935 in November, significantly outselling Tesla in Europe, with a ratio of more than two to one in October [4]

Investor Gary Black, managing director at The Future Fund LLC, thinks the catalyst for  Tesla Inc.'s (NASDAQ:TSLA) Robotaxi would be the removal of the onboard safety operators.Tesla Close To Achieving Unsupervised AutonomyIn a post on social media platform X on Tuesday, the investor said that Tesla had underperformed the S&P 500 Index (SPX) as well as the NASDAQ 100 Index (NDX) and Magnificent Seven companies, despite Tesla and a few autonomous companies being "close to achieving unsupervised autonomy," Bl ...

Tesla ( TSLA ) has become a very popular name in the stock market for quite some time. It is a dominant force in both the stock and options markets, generating significant interest, high trading volumes, and big money flows, includingAdvanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of ...

Core Viewpoint - Tesla has warned the UK government that weakening electric vehicle (EV) regulations could negatively impact battery car sales and hinder the country's ability to meet carbon dioxide targets [1][4]. Group 1: Government Regulations and Industry Impact - The Labour government has weakened the zero-emission vehicle (ZEV) mandate, which previously required increased sales of EVs, allowing carmakers to sell more petrol and diesel vehicles [2]. - Critics argue that new taxes on electric cars could further reduce demand, complicating the transition to electric vehicles [2]. - Tesla emphasized that introducing new loopholes, referred to as "flexibilities," would suppress battery electric vehicle (BEV) supply and significantly impact emissions, risking the UK's carbon budgets [4]. Group 2: Industry Reactions and Concerns - Carmakers like BMW, Jaguar Land Rover, Nissan, and Toyota have expressed concerns that the weakened mandate is damaging investment, as they are selling electric cars at a loss [3]. - Ford and Mercedes-Benz have lobbied against stricter rules post-2030, which would require further reductions in average carbon dioxide emissions, allowing them to sell more polluting vehicles for a longer period [7]. - Ford criticized European governments for retracting support for electric car sales, highlighting the competitive threat from Chinese manufacturers with lower cost bases [9]. Group 3: Financial Measures and Future Proposals - The UK Chancellor announced a "pay-per-mile" charge on electric cars starting in 2028, which may diminish their appeal compared to petrol and diesel models, while also extending grants for new electric cars [5]. - Mercedes-Benz proposed reducing VAT on public charging from 20% to 5% to align with home electricity rates and suggested a price cap on public charging [10]. - Tesla called for a ban on sales of plug-in hybrid electric vehicles with a battery-only range of less than 100 miles after 2030, which would eliminate many popular models in that category [10].