Industry Focus - Turkey aims to attract foreign investment while controlling the influx of inexpensive Chinese EVs [1] - Progress in achieving both goals has been slow [1]

Tesla Stock Performance & Investment - Tesla's stock closed at $330.56, down 1.50% [2] - JP Morgan increased its Tesla holdings to 46,015,610 shares, becoming the fifth-largest shareholder, with a value of over $15 billion [2] - Tesla is held by 3,989 institutional investors, totaling 1580 million shares [2] Tesla vs Short Sellers - MUFG Securities EMEA holds the largest net short position against Tesla, valued at $4100 million [2] - Musk believes short sellers will be "obliterated" if they don't exit their positions before Tesla achieves full self-driving [2] - The core of the multi-party game is whether Tesla's FSD will be successful; if successful and commercially available on a large scale, Tesla will become an AI robotics company, and its valuation model will be completely subverted [2] Tesla & Swedish Union Dispute - Tesla has been in a dispute with the Swedish union IF Metall for over 600 days due to Tesla's refusal to sign a collective agreement [2] - Only about 60 Tesla technicians participated in the strike [2] - IF Metall is now open to alternative solutions to a collective agreement, including incorporating Swedish industry standard terms into individual employee contracts or transferring Tesla's Swedish operations to a company with a collective agreement [2] Tesla's Used Car Market & Service - Tesla dominates the used electric vehicle market, with Model 3, Model Y, and Model S taking the top three spots in Carvana's sales [3] - Electric vehicles and plug-in hybrid vehicles accounted for 9% of Carvana's sales in Q2 2025, the highest record [3] - Tesla launched a monthly payment Extended Service Agreement (ESA) in Canada, similar to the US version, with prices varying by model [3]

Core Insights - Fly-E Group, Inc. has opened a new retail location in Boston, Massachusetts, as part of its expansion strategy in the Northeastern United States, aiming to provide eco-friendly transportation options [1][3] - The Boston store features the full lineup of Fly E-Bike products, including electric bikes, e-scooters, and accessories, catering to both commuters and delivery professionals [2][3] - The company now operates over 40 retail locations across North America, including major metropolitan areas like New York and New Jersey, indicating a strong focus on markets with high potential for electric mobility adoption [3] Company Overview - Fly-E Group, Inc. specializes in designing, installing, selling, and renting smart electric motorcycles, electric bikes, and electric scooters under the brand "Fly E-Bike" [4] - The company's mission is to promote eco-friendly transportation and contribute to a more sustainable future [4]

When China’s biggest electric carmaker offered a $1bn investment in 2024, Turkey rolled out the red carpet. Yet a year down the line, things have not progressed much https://t.co/yO0lZA7cGm ...

🚨 JP Morgan Buys 6.6M $TSLA Shares in Q2, Becomes 5th Largest ShareHolderIn the second quarter, the position increased by 16.7% to a new high of 46,015,610 shares, valued at $14.62 billion as of June 30, when Tesla shares closed at $317.66.The New York-based firm held 39,415,548 shares in the U.S. EV maker by the end of March — a position worth $13.70 billion.Link: https://t.co/CRZiawv1n7 ...

Core Insights - VinFast has signed a strategic partnership with Plugsurfing to expand its electric vehicle charging network in Europe, allowing customers to access over 1 million public charging stations across 24 European countries [1][2] - This collaboration addresses the fragmentation of charging systems caused by multiple independent platforms, demonstrating VinFast's commitment to green mobility and marking a significant milestone in its European expansion strategy [1] - The partnership aims to enhance user convenience and seamless experience, thereby accelerating the transition to electric vehicles in Europe [1] Company Developments - VinFast currently sells two smart electric vehicle models, VF-6 and VF-8, in the European market and is actively expanding its dealer and distribution network in France, Germany, and the Netherlands [2] - The company collaborates with well-known partners such as ATU in Germany, Norauto in France, and LKQ in the Netherlands to provide standardized maintenance services, showcasing its commitment to sustainable and long-term development in Europe [2] Industry Context - Plugsurfing has established a broad partner network in Europe over the past decade, with more than 550,000 charging stations built in key markets such as Germany, France, and the Netherlands, which are also primary markets for VinFast [2]

Core Viewpoint - Xos, Inc. reported a breakout quarter in Q2 2025, achieving record unit volumes, highest revenue to date, and the lowest operating loss since going public, alongside positive free cash flow for the second time in its history [1][3][9]. Financial Performance - Generated $4.6 million in net cash from operating activities, marking the highest in the company's history [1][5]. - Delivered 135 units, generating $18.4 million in revenue, compared to 90 units and $15.5 million in Q2 2024, representing the highest quarterly deliveries and revenues in the company's history [5][21]. - Achieved gross margins of 8.8%, down from 20.6% in the previous quarter and 13.1% in Q2 2024, attributed to product mix and unfavorable inventory adjustments [5][21]. - Reported an operating loss of $7.1 million, the lowest since going public, with a 35% year-over-year reduction in operating expenses [5][21]. Strategic Developments - Xos's fleet-first growth strategy is outperforming in a volatile industry, with significant deliveries to UPS and steady deployments to FedEx ISPs and other large fleet operators [3][4]. - The company is diversifying revenue streams beyond vehicle sales, with powertrain systems and mobile charging hubs gaining traction [3][4]. - Xos is transitioning from a truck manufacturer to a complete electrification platform, reinforcing its market position [3][4]. Outlook for 2025 - Xos maintains its revenue and unit delivery outlook for 2025, projecting revenues between $50.2 million and $65.8 million, with unit deliveries expected to range from 320 to 420 units [7][9]. - The company revised its Non-GAAP operating loss outlook for 2025 to between $26.9 million and $24.4 million due to changes in expected product mix and increased costs from tariffs [7][9].

Core Insights - Nebius (NASDAQ: NBIS) achieved an actual Annual Recurring Revenue (ARR) of $405 million for Q2, exceeding the projected range of $372 to $403 million and surpassing the previous ARR of $310 million in April [1] Company Analysis - The company has demonstrated a proven track record in scaling businesses, with smart capital allocation and insider ownership contributing to its success [1] - Nebius shows consistent revenue growth and provides credible guidance, indicating strong management capabilities [1] Market Positioning - Nebius benefits from a strong technology moat and first-mover advantage, which positions it well for market disruption [1] - The company is experiencing network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health - Nebius exhibits sustainable revenue growth with efficient cash flow management, supported by a strong balance sheet and a long-term survival runway [1] - The company avoids excessive dilution and maintains financial strength, which is crucial for its ongoing operations [1] Investment Methodology - The investment strategy focuses on identifying high-conviction opportunities with a balanced portfolio construction, including core positions, growth bets, and speculative investments [1]

Core Insights - Zapp Electric Vehicles Group Limited has announced a strategic retail partnership with Smartech Retail Group to enhance the visibility of its electric motorcycle, the i300, in a prime location at Selfridges London [1][2][6] - The installation is set to open in September 2025, allowing consumers to experience the i300's features firsthand, which are tailored for urban riders [1][6] - The partnership aims to integrate Zapp's products into Smartech's innovative retail environment, aligning with the expectations of modern consumers [2][4] Company Overview - Zapp EV focuses on electrifying personal urban mobility with its modern two-wheelers, emphasizing design and performance [3] - The i300 model features a sleek design with removable batteries that can be charged from standard outlets, catering to urban riders [3] - Zapp EV operates through a growing retailer network, enhancing customer experience and accessibility [3] Retail Partnership Details - The i300 will be showcased at The Bike Shop within Selfridges, which attracts approximately 30,000 visitors daily, providing significant exposure [6] - The collaboration will include product demonstrations and social media content creation, enhancing brand engagement [6] - There are plans to expand the partnership to other Smartech locations in Berlin, Rome, and New York in the future [6]

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