RT Pejjy (@CuriousPejjy)China just reported that 53% of all auto sales in June were EVs.Very soon this will be 100%. $TSLA ...

Group 1: Navitas Semiconductor Corporation (NVTS) - Navitas Semiconductor shares increased by 24.7% to $8.47 in the last trading session, following a higher-than-average trading volume, contrasting with a 3.1% loss over the past four weeks [1] - The company is leveraging its GaN and silicon carbide technologies to drive advancements in AI data centers, electric vehicles (EVs), solar microinverters, and energy storage systems [1] - The consensus EPS estimate for the upcoming quarterly report is a loss of $0.05 per share, reflecting a year-over-year change of +28.6%, while revenues are expected to be $14.52 million, down 29.1% from the previous year [2] Group 2: Industry Context - Navitas Semiconductor holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while another company in the same industry, Cirrus Logic (CRUS), also has a Zacks Rank of 3 [3] - Cirrus Logic's consensus EPS estimate remains unchanged at $1.07, representing a year-over-year change of -4.5% [4]

Product Innovation - Rivian's new electric truck and SUV models feature a unique kick turn capability activated with a single button press, eliminating the need for steering [1]

Market Positioning - The all-electric Volvo EX30 Ultra is positioned as a spirited contender in the compact SUV segment [1] - The EV market is becoming increasingly competitive, likened to a "Filene's Basement of cut-rate mobility" [1]

Event Details - Tesla Summer Meetup will be held in Muskegon, Michigan on June 20th and 21st [1] - The event is hosted by @teslaownersmi [1] Event Activities - The event includes fun, food, and a showcase of EVs (Electric Vehicles) [1]

It’s happening. Let’s goTesla Owners Silicon Valley (@teslaownersSV):Got your tickets yet? Tesla Summer Meetup in Muskegon Michigan! June 20th and 21st. Hosted by the @teslaownersmi Fun, Food and Fantastic EVs ! See you there! https://t.co/QSOMVeVU1A https://t.co/w4n5zli3Jm ...

Exciting updates for the German Tesla SuperchargersTobi Mülhauser 🍕 (@TobiMuelhauser):Big news for the German Supercharger network 🚀⚡️Tesla has announced the launch of its first two Supercharger sites in collaboration with EDEKA. Both locations are open to all EVs and offer charging speeds of up to 250 kW 🔌📍 Locations:- Offenburg: 6 Superchargers at the new https://t.co/KiikUZcTg0 ...

Event Details - Tesla Summer Meetup will be held in Muskegon, Michigan on June 20th and 21st [1] - The event is hosted by @teslaownersmi [1] - The meetup includes fun, food, and electric vehicles (EVs) [1] Participation - The event encourages participation and attendance [1]

Group 1 Automotive (GPI) Q1 2025 Earnings Call April 24, 2025 10:00 AM ET Company Participants Pete DeLongchamps - Senior Vice President, Manufacturer Relations, Financial Services & Public AffairsDaryl Kenningham - CEO, President & DirectorDaniel McHenry - Senior VP & CFORajat Gupta - Executive Director, AutosDaniela Haigian - Vice President - Equity ResearchDavid Whiston - Equity Strategist - U.S. AutosBret Jordan - Managing DirectorThomas Wendler - AssociateRon Jewsikow - Director Conference Call Partici ...

Group 1: Market Overview - Q4 2024 earnings reporting indicates positive trends, but the outlook for 2025 earnings growth has dimmed [1] - Stocks in leadership positions are regaining traction after price dips, suggesting a continued uptrend in the S&P 500, albeit at a slower pace than in 2024 [1] Group 2: NVIDIA - NVIDIA's automotive segment grew nearly 30% year-over-year in Q4, driven by demand for driver-assist technology essential for EVs and autonomous driving [2][3] - Analysts view the automotive segment as a potential billion-dollar revenue stream that will grow in the coming years, aiding in diversification from the data center segment [3] - The consensus price target for NVIDIA has risen, indicating nearly 30% upside potential, with 91% of ratings at Buy or better [4] Group 3: Salesforce - Salesforce reported mixed earnings and weak guidance, leading to lowered price targets, but analysts believe business remains strong with a forecasted 20% upside [5][7] - Highlights include high single-digit growth, substantial margins, and free cash flow sufficient for capital returns, including dividends and buybacks [8] Group 4: 3M - 3M is expected to revert to organic and adjusted growth in 2025, with improving cash flow and capital return outlook [10][11] - Analysts have a positive sentiment for 2025, with a consensus rating of Moderate Buy and a rising price target [11] Group 5: SoundHound AI - SoundHound AI's stock price has pulled back to long-term lows, but the growth outlook remains intact despite NVIDIA selling its stake [12][13] - Analysts rate SoundHound as a Hold, with potential for a 30% gain, possibly reaching $22.50 by year-end [14] Group 6: Shopify - Shopify is among the most upgraded stocks post-Q4 reporting, with a consensus rating of Moderate Buy and potential for at least 10% upside, likely 20% or more by year-end [15][16] - Q4 results showed accelerated growth and strength in both top and bottom lines, with guidance indicating continued strength in 2025 [17]