Companies

For two years we’ve been cautious on Facebook, in part based on our view that social media is largely toxic and because the company’s innovation has lagged. Some of this has come to fruition, evidenced by FB’s 21% gain over…

Gene is joined by first time Tesla owner, Clay Johnston, to talk about his experience traveling over 3k miles cross-country in his Model Y and addresses range anxiety, charging and cost savings.

The shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…

Gene and Andrew talk about the recent moves higher in TSLA, along with their outlook. Two takeaways: first, Apple adds near-term risk to TSLA stock, which means trading shares for the next year is dangerous. Long-term, they remain optimistic that…

Gene is joined by Rob Maurer of Tesla Daily who sets Gene straight that Tesla can make a lot of cars in 2021. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene’s joined by Rob Maurer of Tesla Daily to talk about the rollout of the Tesla robotaxi fleet. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene’s joined by Matt Joyce (independent Tesla analyst) to hear more on his prediction that Tesla delivery growth will accelerate in 2021 to 70%, ahead of the Street’s 57% estimate. Follow Matt on Twitter @matty_mogul.

Apple’s addition of services to its world-class combination of hardware and software has been a success by almost any measure. We expect continued growth in the Services segment, fueled by increased adoption and the introduction of new services that may…

Gene’s joined by Rob Maurer of Tesla Daily to talk why Full Self-Driving may emerge as a central Tesla investor topic this year. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene details Loup’s prediction that AAPL will be the top-performing FAANG stock in 2021, along with ranking AMZN, GOOG, FB, and NFLX.

Tesla delivered 180,570 vehicles (up 61% y/y) and produced 179,757 vehicles (up 71%) in the most recent December quarter. These numbers were ahead of analyst consensus at 173k deliveries and in line with recently raised investor expectations. The company fell…

For the past two years, 2019 and 2020, we’ve correctly predicted Apple would be the top performing FAANG stock. Here are the results from 2020: Predicting a three-peat We’ve recently made the prediction that Apple will once again be the…