Tesla's next double: energy, autonomy, and the auto-margin reset
A Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.
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Rocket Lab: space-systems growth still has to clear the cash-burn and scale-up test
Rocket Lab reported FY2025 revenue of $601.8 million, Q1 2026 revenue of $200.3 million, a FY2025 net loss of $198.2 million and $1.2 billion of cash. The thesis depends on launch cadence, space systems demand, Neutron investment, operating leverage, cash burn
OpenNIO: the margin inflection test behind China's smart-EV turnaround
NIO's June 1 delivery release showed 37,705 May deliveries and 150,526 year-to-date deliveries. The stock now turns on whether ES9, ONVO L80, and firefly can keep Q1's margin inflection alive through June.
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