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Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
 • Motorhead
Tesla's Q4 is Way Worse Than the Headlines
Tesla rammed through tons of cheap Model Ys in Asia and Europe during the last 2 months of 2025. Profit margins in Q4 2025 and this year should be…
 • Motorhead
Tesla Sets Up a Q4 Delivery Beat Before Ending 2025 With a Whimper
All of this beat is driven by Norway, where EV tax breaks are set to halve from January 1st, leading to a $3,000 price increase for the cheapest Model…
 • Motorhead
Tesla's 8 Robotaxi Crashes in Austin Point to No Paid Driverless Rides
Aside from the California DMV ruling that FSD is only a Level 2 ADAS, Tesla's Austin robotaxi crash reports to NHTSA should raise eyebrows at the Texas…
 • Motorhead
Tesla May Have Lost to the CA DMV
This is pure speculation, but it could explain why Musk is hyping robotaxis and a SpaceX IPO in the past 6 days.
 • Motorhead
Morgan Stanley Downgrades Tesla to "Hold" With Higher Valuation Assumptions
Adam Jonas's replacement downgrades Tesla from "Buy" to "Hold", but still has sky-high assumptions for his $425 price target, mostly by raising…
 • Motorhead
Tesla Charts & Recent News (2 Dec 2025)
Tesla is up by 27% since the pump to get shareholders to vote for Musk's $1 trillion pay package began on September 5th. Fundamentals are quickly…
 • Motorhead
Motorhead
Motorhead
Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.
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