Companies

Over the past year, there has been increasing anticipation for the release of new EV models from the likes of Audi, Jaguar, Fiat, Hyundai, and Honda. This stoked concerns that Tesla’s year to date 75% US EV market share will…

We recently ran through the top-performing stocks in the S&P 500 for the last 15 years. At the very top were some household names like Netflix >12,000% returns, Apple >10,000% returns, revolutionizing the way people experience the world, and Amazon…

Apple reported June quarter results essentially in line with expectations and guided Sep-19 revenue about 5% ahead of the Street. These results and guidance are impressive given the company’s China, macroeconomic, and competitive headwinds. This quarter is evidence that Apple’s…

Apple reports Tuesday, July 30th. Investors view the Jun-19 quarter as marking time to a 5G iPhone, which will likely be announced in the fall of 2020 and separately a read on the impact of the China trade dispute. While…

We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. The original study from 2017 can…

Apple is buying Intel’s smartphone modem business for $1 billion. This move has been anticipated for the past couple of months and is significant for four reasons: This is another example of Apple wanting to own the technology behind the…

Earlier this month, Tesla released production and delivery numbers well ahead of expectations and reiterated its target for 360k-400k deliveries in 2019, ahead of analysts expecting 345k. That good news was tempered with today’s Q2 results, which revealed a greater…

The adoption of electric vehicles might seem to have major hurdles in front of it, but in reality, it is being stifled by a false premise. Range anxiety, the idea that electric vehicles don’t have enough charging points to adequately…

Google Stadia and Microsoft’s xCloud gaming services are coming later this year. These are major events for how games will be distributed and played in the future. To get a better sense of consumer interest in game streaming, we surveyed…

Apple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…

Tesla shares are up 7% after reporting second-quarter production and delivery numbers well ahead of expectations. Deliveries totaled 95,200 vehicles (77,550 Model 3, 17,650 S&X) vs. expectations of 85k (69k Model 3, 16k S&X). This represents a record for both…

A year ago, we announced our investment in Bumblebee Spaces, a company that is creating a new way to live by unlocking the third dimension in your living space. Bumblebee hopes to alleviate escalating housing costs and rapid urbanization by…