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X @TechCrunch
TechCrunch· 2025-07-12 17:20
Rivian's new truck and SUV EVs have a surprise: the ability to perform a kick turn with a single button press, no steering required.Check out our full hands on: https://t.co/fNwbz0oWgc https://t.co/wxuGyy5tJh ...
Knowles Q2 2025 Preview: The Play Is On Margin Recovery And Momentum
Seeking Alpha· 2025-07-11 12:05
Core Insights - The article discusses the current trend of investors focusing on high-growth sectors such as AI and electric vehicles (EVs), emphasizing the importance of maximizing returns on investments [1]. Group 1: Analyst Background - The analyst has a background in petroleum and gas engineering and has transitioned into finance, driven by an interest in business growth and market reactions [1]. - The analyst holds FMVA® and BIDA® certifications from the Corporate Finance Institute, indicating a strong foundation in financial analysis [1]. - The focus areas include technology, infrastructure, and internet services, with a preference for companies that exhibit strong fundamentals and growth potential [1]. Group 2: Investment Philosophy - The article aims to foster thoughtful discussions around stocks, emphasizing long-term returns over short-term market fluctuations [1]. - The content is designed to connect with other investors who share a similar focus on sustainable investment strategies [1].
X @Bloomberg
Bloomberg· 2025-07-07 01:34
Market Trend - Chinese smartphone maker Xiaomi has successfully manufactured a car, achieving what Apple failed to do despite a decade-long attempt [1] Company Strategy - Xiaomi has surpassed Apple's EV ambitions [1]
X @TechCrunch
TechCrunch· 2025-07-02 21:52
Production & Sales - Lucid is pushing to ramp up Gravity production [1] - Lucid sales are inching forward [1]
ValueWorks founder Charles Lemonides: Rivian is one of the longterm winners in auto space
CNBC Television· 2025-07-02 15:12
Rivian 投资价值分析 - Value Works 认为 Rivian 是一家价值股,因为其资产价值超过 140 亿美元的市场估值 [2] - Rivian 预计未来三年内收入将从 50 亿美元增长到 150-200 亿美元 [3] - Rivian 的电动汽车销量达到每年 45,000 辆,并计划推出新款车型,预计产量将达到数十万辆 [2][3] - Rivian 已基本完成早期阶段的资本消耗,目前拥有正的毛利率 [4] - 大众汽车对 Rivian 投资 10 亿美元,表明其对 Rivian 技术的认可 [4] - Rivian 的车辆价格较高,主要面向不受税收抵免政策影响的客户群体 [6] 电动飞机 Joby 投资价值分析 - Value Works 以略高于现金价值的价格(约 30 亿美元估值)收购 Joby,认为其具有长期增长潜力 [11][12] - Joby 电动垂直起降飞机单价为 50 亿美元,预计销量达到数亿美元 [13] - Joby 在电动垂直起降飞行器领域处于领先地位,在飞机制造和认证方面领先竞争对手 Archer 一年半 [15] 市场竞争与挑战 - 中国电动汽车制造商进入美国市场面临品牌认知和消费者信任的挑战 [8]
Fmr. Tesla executive Karim Bousta: Telsa's problems didn't start with Elon Musk's gov. involvement
CNBC Television· 2025-07-01 15:15
We referenced that the bill is flaring up those tensions between Elon Musk and President Trump. And what is it doing. Well, putting some pressure on the shares of Tesla, although not down as much as they were uh at the open.Musk is calling it insane spending and claiming the US is run by the Porky Pig Party. Here's how the He was a favorite of mine when I was young. Here's how the president responded this morning.He's upset he's that he's lo losing his EV mandate and he's accept you know he's very upset abo ...
X @Tesla Owners Silicon Valley
🚨BREAKING: Tesla Model Y was Europe’s best-selling EV in May with over 10,000 units 👀Despite a 7% drop YoY, it stayed ahead of the new Skoda Elroq and VW ID 7 https://t.co/AowRnSm2ua ...
X @Yuyue
Yuyue· 2025-06-26 13:21
Investment Strategy - The industry suggests minimizing unnecessary losses by reducing the frequency of entering positions, similar to avoiding entering a poker pot without a strong hand [1] - The industry emphasizes the importance of making decisions that increase Expected Value (EV), such as participating in pre-Token Generation Event (PRE-TGE) projects to acquire low-cost assets [1] - The industry advocates for a strategy of selective participation, prioritizing careful observation and analysis over frequent trading activity [1] Risk Management - The industry highlights the risk of cumulative small losses from frequent participation in low-quality opportunities, potentially leading to significant financial setbacks, such as losses of thousands [1] - The industry warns against impulsive decisions and emphasizes the need for rigorous evaluation before committing significant capital [1]
X @Cathie Wood
Cathie Wood· 2025-06-23 22:58
China is pointing the way forward for EV sales in the US. Why? Economics, as usual. EVs costs and prices will drop well below those for “like-for-like” gas-powered vehicles during the next three years!Ramez Naam (@ramez):More EVs are now sold every year in China than cars - of all sorts - are sold in the US. This trend isn't stopping. EVs are all of the growth in the global auto market since 2017.via @electricfelix https://t.co/2VVoRZUwCT ...
X @Tesla Owners Silicon Valley
RT Lauren (@EV_AirCare)I'm Lauren, proud owner of 2 Teslas, tech worker in Silicon Vally, and now founder of EV AirCare! Very happy to be here on X https://t.co/6aayLogPrB ...