Robotaxi Part II: The dawn of Tesla?

​​​After our deep dive investigation on the expansion of Waymo, which we published in October (see Part I), we follow up with a deep dive on how we see Tesla stepping into the opportunity. We also reveal in this work the very first version of our Robotaxi model, running to 2030. The least I can say is that 2026 will be an interesting year on the Robotaxi front. This work is timely with Tesla about to remove safety operators in Austin and Waymo raising capital. For details, please follow the li...

Bible 3Q25 – Industrials: cyclical recovery well underway

Today, we are publishing the final section of our 29th Tech Infrastructure Quarterly Bible on industrials. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Industrial semiconductor momentum is accelerating, with revenue growth up to 18% YoY. Industry commentary points to further growth in 4Q and into 2026, reinforcing our expectation of continued...

VZ: Investor meeting key takeaways

We hosted a Verizon investor lunch yesterday. We feel we came away with a clearer understanding of the evolving ‘Dan Plan’. Long story short, the chances of VZ ‘burning down the neighborhood’ are far lower than generally feared. This fear has nevertheless been priced into sector stocks, which may present an opportunity across the sector.

Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing

Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...

Wedbush Morning Call - Dec 16 2025 6:55AM

Takeaways from AV Regulatory Expert Call

Motor vehicles, including AVs, face different regulations at the federal, state, and local levels. At the federal level, the NHTSA issues the Federal Motor Vehicle Safety Standards (FMVSS), regulating the design, construction, and performance of vehicles. At the state level, regulators govern traff

STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...

Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev

STARTING SOON: Autonomous Vehicle Regulatory Expert Call | TODAY | 2PM...

Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev

Wedbush Morning Call - Dec 15 2025 6:50AM

Takeaways from Advisor Call: Early Days for Autonomous

The different approaches to technical AV development will remain a key area of debate. Tesla and Waymo have adopted vastly different approaches on autonomous vehicle development. Tesla has utilized a lower-cost system relying primarily on cameras and AI-based software. Early in its AV development,

Heading into 2026: Big Year Ahead for Musk & Tesla as Autonomous Chapt...

Boeing Company (The): Update to credit analysis following change in ou...

Our credit view of this issuer reflects its diversification from Defense, Space and Security and Global Services segments, offset by its limited free cash generation in 2026.

INVITE: Autonomous Vehicle Regulatory Expert Call | December 15th | 2P...

Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev

Tesla Inc: 1 director

A director at Tesla Inc sold/gave away 72,062 shares at 0.000USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...

STARTING SOON: Autonomous Vehicle Tech Expert Call | TODAY | 10AM ET

Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer

Waymo’s latest datapoints: 10x growth in 2 years? Implications.

REMINDER: Autonomous Vehicle Regulatory Expert Call | Dec. 15 | 2PM ET

Before that, he served as Senior Counselor to the Administrator at the White House’s Office of Information and Regulatory Affairs, where he led high-impact regulatory initiatives across a broad portfolio that included transportation, health, labor, education, agriculture, veterans, and defense; dev

REMINDER: Autonomous Vehicle Tech Expert Call | December 12 | 10AM ET

Before joining Cruise, Mehrdad spent close to three years at Waymo, Google's self-driving car division, as Tech Lead Manager for AI Systems, focused on building and validating safety-critical capabilities for autonomous mobility. Prior to that, he was a Senior Autonomous Vehicles Research Engineer

Wedbush Morning Call - Dec 11 2025 7:02AM