Tesla CEO Elon Musk’s compensation package is a done deal, and now we are immersed in the waiting game. Was it only two years ago in which Master Plan 3 was released, with its laser focus on sustainable energy? Not anymore. Now Musk is pushing agendas for AI, robots, and … [continued]
Last night I wrote the article “Tesla’s Hail Mary — Signs of Progress vs. Recent Sales Concerns,” but I wasn’t really happy with how I wrote it and the core points I wanted to make. Well, there’s a bit more news from Tesla on FSD (Full Self Driving), Optimus (Tesla’s … [continued]
Tesla Investor Day is this Wednesday. Morgan Stanley analyst Adam Jonas thinks we will hear about a lower priced car from Tesla.
Following what many considered a rough 2022 for Tesla, investors are warming up to the idea of a big 2023 for the automaker, especially after the company’s recent quarterly earnings call. With Tesla’s strong profits heading ending 2022, and new expansions and production plans set to begin this year, some … [continued]
Tesla’s stock is among many that have had a rough year in the face of the current bear market. But some investors see the company’s shares trading at low prices as an opportunity, while one analyst even upgraded Tesla’s stock ahead of the coming holidays. Citi Research analyst Itay Michaeli … [continued]
We don’t need nickel from Russia. There is a critical need for nickel and other EV battery metals worldwide, but we don’t need to get it from Russia. In March 2022, Morgan Stanley’s Adam Jonas shared worries about Russia’s outsized role in the nickel supply chain for EVs. CNBC’s Phil … [continued]
This article is on some interesting things that Adam Jonas has said recently on Tesla and legacy auto. We have written a lot about Adam Jonas over the years. I remember him for his infamous $10 Tesla price target if everything goes wrong for Tesla. He certainly was wrong about … [continued]
Wow, how things change. Ten months ago, I wrote an article after Morgan Stanley’s Adam Jonas declared to investors that he felt that GM’s EV business was worth $100 billion, while offering an opinion that the business should be valued at $60 billion. Let’s revisit my original article briefly, and … [continued]
China recently banned Tesla vehicles from its military complexes while citing security concerns, and this has “finance Twitter” in a bit of a tizzy. Reuters reported that Tesla vehicles can not enter Chinese military complexes due to security concerns over the cameras installed on Tesla’s vehicles. The directive advises Tesla … [continued]
Originally published on EV Annex. by: Charles Morris There’s a lot of denial and wishful thinking in the oil and auto fields these days, but on the other hand, there are quite a few industry observers who understand that a historic transition is beginning. A recent article in the trade magazine OilPrice.com … [continued]
