Core Viewpoint - Rivian is facing significant challenges in 2025 due to the removal of regulatory credits, tariffs impacting costs, and the elimination of the federal EV tax credit, which collectively threaten its revenue and delivery targets [1][15]. Financial Performance - Rivian reported a 13% increase in revenue to $1.3 billion and a narrowing net loss of $1.1 billion compared to $1.5 billion the previous year [2]. - The company reaffirmed its delivery guidance of 40,000 to 46,000 vehicles for the year [2]. - Full-year adjusted EBITDA loss is now expected to be between $2 billion and $2.25 billion, worse than the prior forecast of $1.7 billion to $1.9 billion [2]. Regulatory Changes - The Trump administration's removal of penalties for not meeting emissions standards has eliminated the incentive for other automakers to purchase regulatory credits from Rivian, leading to a projected revenue drop from $300 million to $160 million in 2025 [4]. - The removal of the $7,500 federal EV tax credit is expected to negatively impact long-term demand for Rivian's vehicles, making them more expensive [10]. Tariffs and Trade Regulations - Current tariffs on imported auto parts are raising costs and eroding margins for Rivian, contributing to supply chain disruptions [6]. - Rivian produced under 6,000 vehicles in the last quarter, a significant drop from nearly 14,000 in the prior year [6]. - Management anticipates that tariffs will negatively impact cash flow and increase vehicle costs by a couple thousand dollars per unit for the remainder of 2025 [7]. Market Demand Dynamics - The anticipation of the tax credit's removal created a pull-forward effect, leading to increased EV purchases before the deadline, but this may result in a demand lull in the fourth quarter [12]. - Rivian needs a strong second half of the year to meet its delivery targets, with the third quarter expected to be crucial for demand and deliveries [13]. Long-term Outlook - The combination of lost revenue from regulatory credits, tariffs, and the removal of the federal tax credit presents a challenging environment for Rivian [15]. - The company's future heavily relies on the successful launch of new models, particularly the R2, which is critical for recovery [15].

Company Focus - The content focuses on Tesla and its developments, including FSD (Full Self-Driving) and Dojo [1] - The content creator aims to provide in-depth, comprehensive, and up-to-date information on electric vehicles, with a particular emphasis on Tesla [1] Promotional Offers - JOWUA products are promoted with a 5% discount using the code BIGFISH95 [1] - Specific JOWUA products are highlighted, including a hidden screen storage base, car headrests, a CCS2 dual-use mobile charger, a folding electric scooter, and an air pump charging kit [1] Content Updates - Daily updates of approximately 9-minute videos on electric vehicles are provided [1] - The channel shares the latest information on Tesla, FSD, and Dojo [1] Community Engagement - The content encourages viewers to join the channel and explore the world of electric vehicles together [1] - The creator welcomes like-minded individuals to join and explore innovative technology [1]

Industry Trend - General Motors plans to import batteries from China for its Chevrolet Bolt electric vehicle [1] Trade & Tariff - The battery import plan proceeds despite steep tariffs imposed by President Trump [1]

Company Focus - The content focuses on Tesla and its developments in the electric vehicle market [1] - Key areas of interest include Tesla's FSD (Full Self-Driving) and Dojo technologies [1] Promotional Offers - JOWUA products are promoted with a 5% discount using the code BIGFISH95 [1] - Specific JOWUA products highlighted include a hidden screen storage base, car headrests, a CCS2 mobile charger, a folding electric scooter, and an inflator charging kit [1] Community Engagement - The content encourages viewers to join the "大魚電動車" (Big Fish Electric Vehicle) channel for in-depth and up-to-date information on electric vehicles, particularly Tesla [1] - The channel aims to provide daily 9-minute videos covering Tesla news, FSD, and Dojo updates [1]

Core Viewpoint - Rivian Automotive's recent financial results indicate challenges in profitability and production, with a focus on the upcoming R2 vehicle launch in 2026 as a potential turning point for the company [4][10][14]. Financial Performance - In Q2, Rivian reported revenues of $1.30 billion, a 12% increase year-over-year, slightly exceeding Wall Street's projection of $1.27 billion [4]. - The diluted loss per share was 97 cents, which is a 33% improvement from the same period last year but significantly worse than the expected loss of 65 cents per share [4]. - Rivian's gross margin was -16%, a decline from a positive gross margin of 10% in Q4 2024 and 17% in Q1 2025, with vehicle production falling approximately 57% from Q1 due to supply chain issues [5]. Future Outlook - Rivian updated its adjusted 2025 EBITDA guidance, now expecting a loss between $2 billion and $2.25 billion, which is about $325 million more than the previous estimate [6]. - The company is optimistic about the R2 vehicle, set to launch in the first half of 2026, which is crucial for its long-term success [8][10]. - Rivian has locked in materials costs for the R2, which are 50% lower than those for the R1, potentially aiding in achieving a sustainably positive gross margin [9]. Market Position - Rivian's stock has seen a significant decline, down around 88% since going public, contrasting with the performance of market leaders like Tesla and BYD, which have achieved substantial returns [13][14]. - Analysts view Rivian as significantly undervalued, with price targets reaching as high as $18, despite the current hold rating [2][8].

The best selling all electric SUV, Tesla’s New Model Y, claimed the No.1 spot in Taiwan’s EV and imported luxury car sales for July 2025 once again. https://t.co/sfwLdac9YX ...

GreenPower Motor Company (GP) Update Summary Company Overview - GreenPower Motor Company designs, manufactures, and distributes all-electric zero-emission medium and heavy-duty vehicles, focusing on the commercial vehicle market and school bus sector [5][6] Key Highlights - Over 700 Class 4 EV Star models delivered, including passenger and trucking variants [5] - Strong order book for GreenPower school buses, with significant demand in the school bus sector [8] - Unique position as the only OEM offering both Class 4 Type A and Class 8 Type D all-electric school buses [6] Industry Dynamics - Notable slowdown in the adoption of electric medium and heavy-duty commercial vehicles due to rescinded regulations, relaxed mandates, and reduced pressure for adoption [6][7] - School bus sector shows increasing demand, with over 12,000 electric school buses ordered by October 2024, compared to a total of 490,000 school buses in operation nationwide [9][10] Market Opportunities - Capturing just 1% of diesel bus replacements could yield a $1.3 billion annual revenue opportunity [11] - Key markets include New York (50,000 school buses) and California (30,000 school buses), representing nearly 20% of the marketplace [10] - State mandates are accelerating the adoption of electric school buses [10] Health and Environmental Impact - Electric school buses are seen as a solution to health issues caused by diesel emissions, particularly affecting children's respiratory health [12][13] - Research indicates that switching to electric buses can improve student attendance and test scores [13][14] Technological Innovations - Vehicle-to-grid (V2G) technology allows school buses to act as power sources for the grid, providing grid stabilization and peak demand offset [19][21] - The Mega Beast product features nearly 400 kWh of battery capacity, enhancing its role as a power resource [22] Competitive Landscape - GreenPower utilizes a native EV platform for its vehicles, unlike competitors who modify existing platforms [36][38] - The company has significant battery capacity, enabling longer ranges and V2G capabilities [41] Financial Performance - Reported revenues of just under $20 million for the fiscal year ending March 31, 2025, down from the previous year [58] - Gross profit margin of 9.7% for the year, with a target of 22-23% as operations stabilize [60] Challenges and Risks - Tariffs have caused production delays and increased costs, impacting the supply chain [44][64] - The company is navigating uncertainties related to tariffs and their potential impact on manufacturing and pricing [63][80] Legislative Efforts - GreenPower is actively lobbying against tariffs on school buses, arguing they are counterproductive and harmful to public entities [79][80] - The company is also working with other manufacturers to advocate for federal support for electric school bus adoption [85] Future Outlook - The company aims to achieve positive cash flow by the end of the year, focusing on profitable sales opportunities in the school bus market [77] - Anticipates growth in both core states (New York and California) and other states interested in adopting electric school buses [43]

The first variant or model of this new class is the IX3. So many people get frustrated on this program when we talk about a company going after Tesla. Tesla killers.But in the ix3, BMW does see potential to claw back a bit of market share. Stefan. Yeah, absolutely.And, you know, back in the day when Tesla came out with the model three BMW actually lost a lot of drivers to Tesla. So so BMW CEO Oliver Zips is now confident that BMW can win those people back. And you know, the new SUV will be unveiled in Septe ...

Market Overview - The S&P 500 index has experienced an increase of over 8% year-to-date despite a significant decline in early April due to tariff announcements from the Trump administration, indicating underlying market uncertainty [1] - Investor sentiment was affected in late July following the Federal Reserve's decision to maintain interest rates amid persistent inflation [1] Qifu Technology - Qifu Technology Inc. (NASDAQ: QFIN) is undergoing a rebranding to Qfin Holdings and has shown strong year-over-year profit growth, with a non-GAAP net income increase of 59.9% in the latest quarter [3] - The company has established new partnerships with mid-to-large municipal banks in China, resulting in a 144% year-over-year growth in loan volume for its technology solutions business [4] - Current stock price is $33.65, with a 12-month price forecast of $51.73, indicating a potential upside of 53.74% [2] Expand Energy - Expand Energy Corp. (formerly Chesapeake, NASDAQ: EXE) is positioned to benefit from increasing natural gas demand, particularly in the AI and data center sectors [7] - The company reported revenue of $3.7 billion, significantly exceeding analyst expectations of $2.1 billion, although it missed EPS estimates by 4 cents [8] - Current stock price is $101.97, with a 12-month price forecast of $129.50, suggesting a 27% upside potential [6] FTAI Aviation - FTAI Aviation Ltd. (NASDAQ: FTAI) has transitioned from losses to profitability, reporting a major EPS beat of 24 cents per share, driven by strong aerospace product performance [11] - The company has increased revenue by over 52% in the last year and is expected to continue double-digit growth [11] - Current stock price is $137.32, with a 12-month price forecast of $174.33, indicating a potential upside of 26.95% [10]

Group 1 - The electric energy sector is expected to see increased demand for power plants and improvements in transmission and grid infrastructure due to trends in electrification, decarbonization, and electric vehicles [1] - The analyst has over 30 years of experience analyzing various industries, including airlines, oil, retail, mining, fintech, and e-commerce, which provides a strong foundation for understanding new ideas and technologies [1] - The analyst has lived through multiple economic crises, which contributes to a diverse perspective on market dynamics and investment opportunities [1]