Tesla posted record deliveries and 25% revenue growth in the same quarter it missed earnings by nearly 40% and burned over a billion in free cash flow. Wall Street cannot agree on…
Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different. One already earns revenue from compute today…
Alex Sirois Tesla's management is pitching investors on an AI future while the income statement tells a very different story, and the gap between those two realities is getting harder to ignore.
Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Tesla launched the Cybercab without asking a single regulator for permission, and now the federal government wants to know how that was even possible. The answer sits inside a legal gray zone…
AJ Tiarsmith Tesla just put driverless Cybercabs on Austin streets, but the loudest question on Wall Street has nothing to do with robotaxis. Prediction markets are pricing something far bigger, and it could redefine…
Jeremy Phillips Tesla's Cybercab made its Austin debut with rides and fanfare, but the launch raised more questions than it answered about scale, safety approvals, and who actually profits if the robotaxi bet pays…
Nine hundred million dollars in call premium flooded into Tesla before the Cybercab reveal, and options desks called the flow notably bullish. What traders rarely tell you is why that kind of…
Omor Ibne Ehsan Elon Musk promised a billion humanoid robots will outproduce all of humanity within a decade, then turned around and pledged tens of thousands of new human jobs in Austin to build them.…
Jeremy Phillips A trader just put $10 million on the line betting Elon Musk's rocket company can reclaim a price it has not touched in months, and the options tape shows this may not…
Tesla has surged while its EV peers stumble or collapse, but the rally rests entirely on a single event that has yet to happen. What the peer tape reveals about this trade…
Starship test 14 is close enough to taste, and investors are already crowding into two specific Musk-linked names while the broader space sector barely moves. The question is whether the runway justifies…
Tesla is surging ahead of its Cybercab event in Austin while rivals Lucid and Rivian trail behind, but whether the autonomous vehicle showcase delivers the commercial proof traders are pricing in could…
Tesla once dominated the EV revolution and captivated investors worldwide, but a cascade of forces has put Elon Musk in a corner with no obvious escape route.
Douglas A. McIntyre 
