Group 1: Tesla's Business Shift - Tesla's profit mix is increasingly driven by its energy segment, which has a gross margin of 31.4% and is growing rapidly, providing a buffer against declining automotive margins [3][4] - The analysis suggests that Tesla's premium valuation is more influenced by long-term potential in autonomy, energy, and AI infrastructure rather than current electric vehicle fundamentals [3] - The recommendation is to consider Tesla as a prudent buy, particularly during technical pullbacks, as the energy business leads profitability while the company invests in future technologies [4][7] Group 2: Rivian's Technical Analysis - Rivian's stock has increased approximately 65% from a mid-December base of around $12–13 to $21.38, but it now faces significant resistance levels at $22.83, $24.86, and $28.05 [5][6] - A decisive move above the first resistance level of $22.83 could lead to further gains, with $24.86 being a key psychological marker [5] - Traders are advised to look for entry points on dips near $20–21, with a stop-loss below $19, as failure to break through $22.83 could result in a decline back to the mid-teens [6][8] Group 3: Implications for EV Investors - The shift in Tesla's profitability towards energy and its investments in autonomy and AI present a long-term value proposition, while Rivian's near-term performance depends on overcoming resistance levels [7][8] - Investors are encouraged to monitor specific operating metrics for Tesla and price levels for Rivian to assess the momentum of each company's story [7] - The current market environment presents a choice for EV investors: Tesla's diversification offers resilience, while Rivian needs to demonstrate strength by converting resistance into support [8]

Tesla heads into 2026 with momentum and major questions. After a 36% plunge in the first quarter, its worst stretch since 2022, the stock has climbed back to an all-time closing high, now up about 21% heading into the final days of 2025. That rebound is being driven by big bets on AI, robo taxes, and autonomy, even as EV sales slow and regulatory pressure builds.Now to break it all down, I spoke with Wedbush head of tech research, Dan Ies, who closely tracks Tesla. You've called 2026 a defining year for Tes ...

Whimos are up and running again in San Francisco after a Saturday blackout stopped the robo taxis in their tracks throughout the city. Dear Jabosa digging into what it means for the robo taxi roll out more broadly in today's tech check. Dearra, hey Kelly.So let me just show you. These are scenes from Saturday night in San Francisco. You might have seen them on social media or scenes just like this.So you essentially had Whimos stalled in intersections across lots of different streets backing up traffic acro ...

AI agents exhibit vastly different degrees of autonomy. Yet, the ability to accomplish objectives without supervision is the critical north star for agent progress, especially in software creation. For non-technical users who cannot supervise software creation, full autonomy is essential, not optional. First of all, I will discuss two foundational capabilities to achieve true autonomy: automatic testing to verify correctness without human validation, and advanced context management to maintain coherence acr ...

RT Freak ⛳️ (@ThatNFTGawd)@skewga_hyper - Their affordable model drops in early 2026- They are creating their own chips- Autonomy & AI is top notch- Chart is a $HOOD clone ...

Hey, Rivia. >> About 222 miles away. >> Uh, can we actually go to Heavenly Resort in South Lake Tahoe.>> I found Heavenly Mountain Resort about 222 miles away. Would you like to go there or one of the other results. >> Yeah, let's do that one.>> Rivian's autonomy and AI day was a big deal. The company outline its self-driving strategy, an iterative process that will work across 3.5% million miles in the US and then evolve into an eyesree and hands-free self-driving product that will the eventual goal being ...

Rivian just had a big AI and autonomy event here at their offices in Palo Alto and they made a bunch of new announcements. So, let's get into it. So, the first big announcement is a new silicon chip designed in-house to power Rivian's Gen 3 AI computer.It can generate 1,600 trillion operations a second and will appear in the company's upcoming R2 vehicle starting at the end of 2026. Next, I got to experience Rivian's new universal hands-free feature that will work on three and a half million roads in North ...

Tesla, Inc. ( TSLA ) is overvalued by any traditional financial metric. Its P/E ratio stands at ~300X at the time of writing (Seeking Alpha data). Is the market undergoing a decade-long, mass hallucination or is there a reasonDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sen ...

Tesla, Inc. ( TSLA ) is overvalued by any traditional financial metric. Its P/E ratio stands at ~300X at the time of writing (Seeking Alpha data). Is the market undergoing a decade-long, mass hallucination or is there a reasonDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sen ...

RT phil beisel (@pbeisel)It is striking (though not surprising) how poorly legacy automakers have invested in their future. Technology is reshaping transportation at an accelerating pace, yet most incumbents are not playing to win. They are playing to delay.Their first failure was cultural and structural: a broad rejection of the EV transition. By any rational measure, legacy OEMs could have simplified their product lines, collapsed complexity, lowered costs, and built more efficient vehicles. Instead, prog ...