Key Takeaways Tesla's Q1 deliveries dropped 13% YoY, with margins sliding and U.S. EV share falling below 50%. Rivian trimmed 2025 delivery targets and burned cash, but aims for efficiency with its lower-cost R2 SUV. TSLA's energy unit shines bright, while RIVN posts gross margin gains for the second time in Q1.Tesla, Inc. (TSLA) and Rivian Automotive (RIVN) are two noted names in the electric vehicle (EV) space — one is an established giant, the other a young and ambitious startup.Tesla changed the game ...

Core Insights - Michael Burry has liquidated nearly his entire portfolio, retaining only Estée Lauder Companies Inc. stock, which has shown significant gains following the news of Leonard Lauder's death [1][5] - Estée Lauder shares closed at $74.59, reflecting a daily increase of 10.82% [1] - Insider confidence is indicated by the purchase of over 133,000 shares in February, and a surge in call options volume by over 70% on Monday [3] Company Performance - Burry holds 200,000 shares of Estée Lauder, purchased at an average price of $66.00, representing 100% of his disclosed portfolio, with a current value of approximately $13.2 million [4] - The stock remains below its 52-week high of $113.30 but has rebounded from a low of $48.12, suggesting potential for operational recovery and brand repositioning [5] Market Sentiment - The recent stock movement indicates a positive sentiment among traders, with expectations of continued momentum in the short term [3] - Burry's concentrated investment suggests he anticipates significant upside potential in the consumer staples and luxury sectors [5]

New Anthropic Research: A new set of evaluations for sabotage capabilities.As models gain more agentic abilities, we need to get smarter in how we monitor them. We’re publishing a new set of complex evaluations that test for sabotage—and sabotage-monitoring—capabilities. https://t.co/spQHC2BNAd ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Stepping into the Cybercab a fully autonomous robotaxi.https://t.co/DOYMoR3nYW ...

政策动态： 截止目前，上海、武汉、深圳、杭州等多地出台路权政策。上海后续将逐步释放更多的路权。各 主要城市已开放从有人测试到无人测试，再到示范应用和示范运营的路线，拿到无人化示范运营牌照后可商 业化收费。 主要玩家： 1）智驾技术主导型：如小马文远、百度等，以智驾技术为主导，逐步发展车队运营。其中小马 智行试驾表现和乘坐体验好，但单车成本最高；2）整车厂背景型：如曹操T3等，背后有整车厂背景。虽然规 模不大，但单车成本可压缩在二十几万到30万左右，具备一定商业化运营可能性；3）新入局者：京东、哈罗 等新入局者代表不同业态资本向该赛道渗透。 储能市场增长高于动力 成本构成： 考牌费用、车辆成本、人员成本、能源成本、其他成本。 商业化情况： 1）定价策略：以萝卜快跑武汉为例，采用高折策略，订单量高，乘客实付价格接近T3经济型 快车档甚至更低；2）盈利预期：萝卜快跑计划今年年底在武汉实现盈利，通过降低车辆成本、提高运营效率 等方式实现。例如百度RT6移动版单车成本20万出头，综合成本单日为150-200元，单日盈亏平衡点为20次 ASP20元的订单即可实现盈利。 商业模式： 1）整车厂模式。上汽、广汽、吉利等整车厂 ...

Stepping into the Cybercab a fully autonomous robotaxi.https://t.co/DOYMoR3nYW ...

Core Viewpoint - Realty Income is positioned to maximize investor returns through a combination of high-yield dividends and solid growth prospects, making it an attractive investment option [2][14]. Dividend Performance - Realty Income has declared 660 consecutive monthly dividends and increased its dividend payment 131 times since its public listing in 1994, showcasing a strong commitment to returning capital to shareholders [4]. - The REIT has maintained a streak of 111 straight quarters and 30 consecutive years of dividend increases, with a compound annual growth rate of 4.2% in its payout during this period [4]. Financial Stability - Realty Income currently offers a dividend yield of 5.6%, supported by a stable income generated from a diversified portfolio of high-quality real estate, including retail, industrial, and gaming properties [5]. - The REIT conservatively pays out 75% of its adjusted funds from operations (FFO) in dividends, allowing it to retain excess cash flow for new investments [6]. Growth Consistency - Since its public market listing, Realty Income has delivered positive adjusted FFO per share growth every year except for 2009, demonstrating resilience through various economic conditions [8]. - The company has achieved a 5% compound annual FFO growth from 1996 to 2008 and 5.4% from 2009 to 2022, indicating its ability to grow even during periods of economic stress [9]. Market Potential - The total addressable market for net lease real estate in the U.S. and Europe is estimated at $14 billion, providing Realty Income with significant long-term growth potential [12]. - The REIT is expected to continue growing its adjusted FFO per share at a mid-single-digit annual rate over the long term [12]. Valuation Comparison - Realty Income trades at approximately 13 times its adjusted FFO, which is below the 18x average of other REITs in the S&P 500, indicating a compelling valuation [13]. - Despite trading at a discount to its peers, Realty Income has consistently delivered a higher operational return, averaging 9.7% over the past five years compared to 7.7% for its peers [13]. Total Return Potential - The combination of Realty Income's dividend yield, growth potential, and low valuation positions it well to deliver attractive total returns in the future, making it a strong investment choice for maximizing return potential [14].

🚨 BREAKING: The Trump administration is reportedly aiming to fast-track federal approvals for Tesla’s Cybercab, potentially clearing the way for a nationwide rollout of fully driverless robotaxis. https://t.co/KnOCO58UP1 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. NHTSA放宽规则 2. Tesla生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周五收盘是325.31% 全天上涨了6.2%美元 涨幅是1.94% 美国三大股指 纳指下跌1.4% 道指下跌1.79% 标普下跌1.13% 第一部分 NHTSA放宽规则 特斯拉Cybercab 或将加速问市！ 6月13日 美国国家公路 交通安全 管理局（NHTSA） 丢出了一颗重磅消息 他们更新了 自动驾驶车辆（AV）框架 目标是扫除阻碍 特斯拉Cybercab 等自动驾驶车 上路的障碍 什么是AV框架？ 为什么这么重要？ 简单来说 AV框架就是NHTSA 制定的一套规则 专门用来管理 自动驾驶技术的发展 确保这些高科技车辆 既安全又能顺利上路 过去美国联邦法规 要求所有新车都得有 方向盘和煞车踏板 这对像Cybercab 这种纯自动驾驶的 车辆来说 就是一个很大的障碍 按照之前的规则 要想上路就需要 先申请豁免 很可能会等上好几年！ 现在 NHTSA终于开窍了！ 他们宣布将简化 Part 555豁免程序 把原本动 ...

Core Viewpoint - Tesla is facing significant public opposition regarding its upcoming robotaxi service launch in Austin, Texas, scheduled for June 22, 2025, primarily due to safety concerns related to its automated driving systems [1][2]. Group 1: Public Opposition - Public safety advocates and political protesters have united in Austin to express their concerns about Tesla's robotaxi service, criticizing Musk's collaboration with the Trump administration and the safety of Tesla's driving systems [2]. - The Dawn Project, Tesla Takedown, and Resist Austin are among the groups voicing their discontent, highlighting safety issues with Tesla's partially automated driving systems [2]. Group 2: Safety Concerns - Tesla's vehicles come with a standard Autopilot package and a premium Full Self-Driving (FSD) option, which have been involved in numerous collisions, including fatal incidents, as reported by the National Highway Traffic Safety Administration [3]. - Critics demonstrated the FSD technology by showcasing a Model Y vehicle that failed to stop for a school bus with a stop sign, running over a child-sized mannequin [4][5]. Group 3: Transparency Issues - Protesters have raised concerns about Tesla's lack of transparency regarding safety testing results and the operational details of its robotaxi service [6][7]. - Attendees of the demonstration expressed distrust in Tesla's safety standards and criticized Musk's political involvement, emphasizing that safety remains the primary concern [6].