Gene MunsterTesla Hammers its Margins and CompetitionWhen Tesla announced in early January that they would cut car prices in China by about 13%, I began to anticipate price cutting in other countries as well. What was most surprising about the news was the magnitude of price…Read more Tesla
Gene MunsterApple Read From TSMC: Expect Softness Followed by StrengthWhile I don’t want to overplay commentary from any one of Apple’s partners, I think it’s critical for investors to track TSMC updates given that Apple accounts for 25% of their revenue. TSMC produces the chips at the heart of…Read more Apple
DeepwaterDeepwater’s 2023 PredictionsOver the last six years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2023: We believe that FAANG will outperform the S&P in 2023. In 2022, the S&P 500 is…Read more Apple, Meta , Netflix , Tesla
Gene MunsterA Potential Tweak Is in Store for the Inflation Reduction ActThe pushback that the Inflation Reduction Act is getting from European Union member states seems to be increasing. In early November, the 27 EU nations agreed that the incentives posed by the IRA could damage its economies—a concern that was…Read more Themes
Gene MunsterThe Apple Car’s Long and Winding RoadTalk related to Project Titan (Apple’s car ambitions) had been quiet for the past four months, until Bloomberg published a story detailing that the autonomous vehicle will be delayed, again. The Bloomberg reporting—which we believe to be accurate—begs the question:…Read more Apple
Gene MunsterTesla Puts Semi Makers on NoticeAfter more than five years in development, Tesla has officially delivered its first Semi to PepsiCo—a milestone that will be a wake-up call to the trucking industry. The next five years are likely to be a windy road for traditional…Read more Tesla
Gene Munster, Steve Van SlounBattery 101: Battery Summit TakeawaysIn November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave…Read more Redwood Materials, Tesla
Gene MunsterBattery 101: What’s Next in Batteries?The bottom line: While tech followers await in anticipation of the next battery tech breakthrough, it’s likely that the rate of improvement will prove to be incremental and continuous. We will still refer to the batteries in EVs as lithium-ion…Read more Redwood Materials, Tesla
Gene MunsterBattery 101: Battery Recycling Will Preserve the Future of EVsIn a recent interview with Ron Baron, Elon Musk said it’s likely Tesla will get into the mining and refining business in order to secure the critical elements needed for batteries. This is another reminder that demand for battery metals…Read more Themes
Gene MunsterBattery 101: The Chess Match Behind EV MetalsFor this third report in our “Battery 101” series, our goals are to outline the five most important metals used in lithium-ion battery chemistry, to identify the leaders in global production to date, and to share our outlook on the…Read more Redwood Materials, Themes
