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Pierre FerraguÊ
  • Pierre FerraguÊ

Mobileye: Visibility on Surround ADAS improving; Limited traction beyo...

Mobileye reported 1Q26 yesterday. Please click the link for our take on the print.

Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla 1Q26: Bull case getting more tangible, $600 TP

Tesla reported 1Q26 last night. Please see here for our take.

Anish Jog ... (+5)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

TSLA 1Q26; Autonomous Roadmap Looks Good, Capex Ramp a Good (Not a Bad...

A Closer Look at FY1Q26 (March) ResultsRevenueTotal revenue of $22.39 billion (up 16% y/y) came in just above the Street’s $22.10 billion estimate as deliveries of 358.0k came below the Street’s estimate of 365.6k due to a decrease in vehicle deliveries and lower regulatory credit revenue while see

Anish Jog ... (+5)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla expanding robotaxi coverage; Uber emerging as kingmaker for the ...

Tesla expanded robotaxi coverage to Houston and Dallas over the weekend. This follows Uber signing 6 robotaxi deals over the past 6 weeks. Please see the link for our take.

Daniel Ives ... (+2)
  • Daniel Ives
  • Sam Brandeis

MP: America's Rare Earth National Champion; Initiating Outperform, $90...

Company BackgroundMP Materials was founded in 2017 by James Litinsky and Michael Rosenthal with the objective of rebuilding domestic rare earth production at a time when supply-chain concentration and geopolitical risks were becoming increasingly apparent, leading to the company purchasing the Moun

Pierre FerraguÊ
  • Pierre FerraguÊ

Infineon: After memory, the next place for gross margin squeeze is pow...

Infineon recently raised the price of some power semis by up to 25% as AI demand drives tight supply.

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