Energy investor Andy Lubershein outlines a long-term "electro-industrial tech stack" supercycle driven by electric vehicles (EVs), solar photovoltaics, lithium-ion batteries, and power electronics. EVs act as the keystone species, scaling manufacturing and reducing battery costs, while power electronics connect these technologies and enable grid applications. Tesla leads the EV market with strong Q1 2026 results but trades near fair value amid high valuation. Beyond EVs, semiconductor companies specializing in silicon carbide and gallium nitride stand to benefit from this secular growth, supported by AI and renewable energy trends. This multi-year thesis highlights the compounding feedback loops between EVs, batteries, solar, and power electronics as key drivers of future growth.
The Investment Managers Series Trust II has launched the Tradr 2X Short TSLA Daily ETF (TSLQ), which provides leveraged inverse exposure to Tesla, Inc.'s daily stock performance. This ETF aims to deliver -200% of Tesla's daily returns using derivativ...
During Tesla's Q1 2026 earnings call, CEO Elon Musk lowered expectations for the production ramp of the new Optimus robot and Robotaxi services, citing manufacturing challenges and slow initial output. Musk emphasized the complexity of converting Fre...
Cathie Wood's ARK Invest has repurchased Tesla shares following a recent sale that appeared to free up capital for SpaceX's anticipated large initial public offering (IPO). This move signals continued confidence in Elon Musk's ventures despite the sh...
Tesla CEO Elon Musk announced a new voice interface for the Full Self-Driving (FSD) system, allowing drivers to control the car via natural speech commands. This feature, launching in about three months, aims to make FSD feel more like an autonomous ...
Tesla's electric vehicle sales in Europe fell last year after CEO Elon Musk's political views and support for President Trump alienated many customers. However, sales have recently been increasing again. The New York Times is seeking feedback from Eu...
