RT Nathan Snyder (@PrimeNay)The safety benefits of @EVject are well known at this point, but one great thing I don’t see people talking about is how it keeps your charge port clean from dirty superchargers! Order yours with my code PRIME for a discount https://t.co/40DBPKVJmj https://t.co/ziUPp5VDHM ...

Investment & Production Shift - European manufacturers are increasing investments in Chinese factories despite concerns from European leaders about reliance on Chinese industry [1] - Approximately 25% of China Europe Chamber of Commerce members are shifting production to China, particularly in pharmaceuticals, machinery, and medical equipment industries [1] - German automotive companies are investing heavily in the Chinese electric vehicle sector while reducing workforce in Europe [1] Cost & Competitive Advantages - China's recent price deflation and RMB devaluation, coupled with rising energy costs in Europe, provide a relative advantage to Chinese factories [1] Company Strategies - ZF is expanding in Shenyang, China, while announcing layoffs in Europe [1] - Schaeffler plans to expand its operations in China while closing some European operations and implementing layoffs [1]

Group 1: Electric Vehicle Market Growth - Global electric vehicle (EV) sales are on the rise, particularly in regions like Asia (excluding China), which supports the investment case for the Fidelity Electric Vehicles and Future Transportation ETF (FDRV) [1][3] - Developing countries in Asia are projected to reach close to 400,000 EV sales in 2024, marking a 40% increase from 2023 [3] - Policy incentives and the availability of affordable electric cars from Chinese OEMs are driving this rapid growth [5] Group 2: FDRV ETF Overview - FDRV tracks the Fidelity Electric Vehicles and Future Transportation Index, which includes global companies involved in the production of electric and/or autonomous vehicles, as well as EV components and technology [2] - As of September 30, FDRV has approximately 38% exposure to Asia, with significant holdings in companies like BYD, the largest EV manufacturer in China [5] Group 3: U.S. EV Market Dynamics - In the U.S., Tesla maintains a dominant position in the EV market, holding over 40% market share as of September [6][7] - U.S. EV sales reached 1 million units in the first nine months of 2025, with 438,000 units sold in Q3 alone [6] - Tesla's automotive revenue increased by 6% to $21.2 billion compared to the same period last year [7]

Core Insights - Elon Musk has firmly stated that Tesla will never produce motorcycles due to safety concerns, citing a personal near-death experience on a road bike as a significant reason for this decision [2][3] - The electric motorcycle market is gaining traction, with companies like Volkswagen and Honda introducing new electric models, while Harley Davidson reported strong financial results in Q3 [3][4] Group 1: Tesla's Position on Motorcycles - Elon Musk reiterated that Tesla will not manufacture motorcycles, emphasizing safety issues [2] - Musk mentioned that while road bikes are dangerous, dirt bikes can be safe if ridden carefully [2] Group 2: Competitors in the Electric Motorcycle Market - Volkswagen is developing electric motorcycles, recently showcasing a Ducati motorcycle powered by a solid-state lithium-metal battery [2] - Honda announced the Honda WN7, an all-electric motorcycle with a range of 83 miles and performance comparable to traditional internal combustion engine models [3] Group 3: Harley Davidson's Financial Performance - Harley Davidson reported Q3 revenue of $1.074 billion, surpassing market expectations of $1.005 billion [3] - The company also exceeded EPS estimates, reporting $3.10 compared to the expected $1.46, but faced an operating loss of $72–$77 million in its LiveWire electric motorcycle subsidiary [4] Group 4: Tesla's Technological Advancements - Tesla has filed a patent for new battery technology that enhances safety and efficiency, maintaining nearly 99% capacity after 3,500 hours of use [5] - The company is recognized as a leader in AI and self-driving technology, with significant improvements in its Full Self-Driving system [6] Group 5: Market Performance - Tesla's stock has shown a favorable price trend in the medium and long term, although it has been rated poorly in terms of value [7]

Group 1: Investment Insights - Tesla Inc. is among the top 10 stocks to buy from Cathie Wood's ARK Investment Management, with holdings increasing to $1.6 billion by the end of Q3 2025, representing 9.5% of ARK's total 13F portfolio [1] - Mizuho's Vijay Rakesh reiterated an Outperform rating on Tesla while lowering the price target to $475 from $485 due to a softer outlook for electric vehicle demand in China and the U.S. [2] - The consensus opinion on Tesla is mixed, with only 40% of analysts recommending a Buy, and the 1-year median potential upside is a modest 2% [4] Group 2: Market Challenges - A significant factor affecting Tesla's estimates is the expected 50% decline in Chinese government subsidies for electric vehicles in 2026, which may impact industry-wide demand [3] - Tesla is facing challenges in its core EV business and pressure on vehicle sales, contributing to a cautious outlook [4] Group 3: Technological Developments - Tesla is close to finalizing the design of its AI5 chip and starting work on AI6, with plans to bring a new AI chip design to volume production every 12 months [4] - CEO Elon Musk stated that Tesla expects to build chips at higher volumes than all other AI chips combined, indicating ambitious growth plans in this area [4]

RT Tesla Owners Silicon Valley (@teslaownersSV)Should I Buy a Tesla?Yes1) don’t have to worry about Gas2) cost of maintenance is cheaper3) safest vehicles on the road4) the car drives itself5) the price you see is the price you pay https://t.co/WGdCLRPUTf ...

Group 1 - The Trend Investing group focuses on trending and emerging themes in the financial markets, particularly in electric vehicles, EV metals supply chain, stationary energy storage, and AI [2] - The service offers features such as access to a portfolio, monthly news updates, macro trends updates, stock watchlists, CEO interviews, and community interaction [2] - The analysts involved have extensive experience, with over 20 years in financial markets and qualifications in Applied Finance and Investment [2] Group 2 - The article emphasizes the importance of conducting personal research and making independent investment decisions [4] - It clarifies that past performance does not guarantee future results and that the views expressed may not reflect the overall stance of Seeking Alpha [5]

Core Insights - Amphenol (APH) and TE Connectivity (TEL) are leading global manufacturers of electrical connectors, sensors, and interconnect systems, serving critical markets such as automotive, industrial, aerospace, and communications [1][2] - Both companies are benefiting from long-term trends including vehicle electrification, data-center growth, and the demand for high-speed connectivity [2] Amphenol Overview - Amphenol reported record sales of $6.2 billion in Q3, a 53% increase year-over-year, with 41% organic growth and $6.1 billion in orders [3][4] - The company achieved a record operating margin of 27.5%, with adjusted EPS growing by 86% and free cash flow reaching $1.2 billion [3] - Amphenol's IT datacom business, now 37% of total sales, more than doubled due to strong AI-related demand [4] - Future opportunities include AI growth, defense spending, recovery in commercial aerospace, and electric vehicle transitions, with projected Q4 earnings between $0.89 and $0.91 per share [5][6] TE Connectivity Overview - TE Connectivity reported record Q4 revenues of $4.75 billion, a 17% year-over-year increase, with adjusted EPS rising 25% to $2.44 [7] - The company’s Industrial Solutions segment saw significant growth, with Digital Data Networks increasing by 80% and generating over $900 million in AI-related revenues [8] - TE Connectivity anticipates double-digit growth in Q1 of fiscal 2026, with sales up 17% and adjusted EPS up 23% [10] Comparative Performance - Year-to-date, Amphenol shares have increased by 98.4%, outperforming TE Connectivity's 55.5% increase [12] - Amphenol's shares are trading at a forward Price/Sales ratio of 6.67X, compared to TEL's 3.42X, reflecting its faster revenue and earnings growth [15] - The Zacks Consensus Estimate for Amphenol's 2025 earnings is $3.29 per share, indicating a 74.07% year-over-year increase, while TEL's estimate for fiscal 2026 is $10.56 per share, reflecting a 20.55% increase [18][20] Investment Outlook - Amphenol is positioned as the stronger stock due to its robust revenue and earnings growth, exceptional operating margins, and dominant position in AI-driven datacenter interconnects [21] - TE Connectivity, while steady, faces uneven end-market exposure, making Amphenol a more compelling buy in the current market [21]

Core Points - Shares have decreased by 24% year-to-date, indicating a significant decline in investor confidence [1] - The decline in sales and earnings is contributing to the negative sentiment among investors [1]

Group 1 - The company reported a loss of 3.66 billion yuan in the third quarter, an improvement from a loss of 5.14 billion yuan in the same period last year [1]