Let me start by saying in the long run, I suspect it will be a costly strategy trying to make money betting against Elon Musk. But, Musk had a fairly noisy year in the three companies he is a large …
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Yesterday we previewed Tesla Q3 earnings, due today after the close. Here was our view on possible stock reactions: My View: On Oct 2nd TSLA announced that they had delivered 11,580 cars in Q3, which …
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A few weeks ago we entered a bearish trade in Tesla (TSLA) for a number of reasons. One of the mains reasons is that Tesla is a story stock, and we felt the story beginning …
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Tesla (TSLA) opened up a couple percent this morning (before failing this afternoon) following tweets last night from CEO Elon Musk. Deliveries for the much anticipated Model X SUV will start on Sept 29th. Musk addressed the …
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Earlier today (below) I discussed some recent consolidation chatter in the auto industry. While it could seem a bit “pie in the sky” or “top of the market” the potential reasons make sense as it …
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Last night on CNBC’s Fast Money we discussed media reports that General Motors (GM) had rebuffed a recent overture by Fiat Chrysler’s CEO to merge, watch here: The idea may sound insane after what has been one …
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Tonight Tesla (TSLA) will introduce their home battery (Business Insider had a great preview of the event here). The stock has had a heck of a run in the last month since CEO Elon Musk’s tweet …
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Shares of Tesla (TSLA) have had a good couple of weeks, up about 15% since making new lows for the year and seemingly making a double bottom: Regular readers know we are big fans CEO Elon Musk’s …
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I love Tesla, and I hate Tesla. I, like most, have been enamored with CEO Elon Musk’s vision to transform the automobile industry. And the actual autos that his company has produced live up to the hype. …
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Not all Solar companies are created equal, those like SunEdison (SUNE) who have, and FirstSolar (FSLR) and Sunpower (SPWR) who have recently announced plans for a Yieldcos* (read our discussion here and below) have dramatically outperformed those …
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