Latest Thesis
Tesla: the EV profit engine now has to prove autonomy and energy can offset car-cycle pressure
Tesla reported 2025 revenue of $94.8 billion and Q1 2026 revenue of $22.4 billion. The thesis depends on vehicle demand, pricing, margins, energy storage scale, autonomy claims, cash generation and capital discipline.
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Recent Reports
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Tesla: the EV profit engine now has to prove autonomy and energy can offset car-cycle pressureTesla reported 2025 revenue of $94.8 billion and Q1 2026 revenue of $22.4 billion. The thesis depends on vehicle demand, pricing, margins, energy storage scale, autonomy claims, cash generation and capital discipline.NASDAQMay 19, 2026Research reportReadSlides
Tesla's next double: energy, autonomy, and the auto-margin resetA Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.NASDAQMay 8, 2026Research reportReadSlides