Automobiles U.S. Community

QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....

Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.

Key Takeaways Tesla’s auto market share will grow but less than investors expect The semi will contribute $17.5B if its value proposition matches that of ICE trucks Energy revenues will reach $16.7B in 2028 as industry tailwinds support continued growth If FSD wins, it’s at risk of being shared by government safety mandates PE will re-rate lower in long term to be similar to current auto peers Business has great growth prospects, but even they don’t justify current price Catalysts Tesla’s TAM and Market Share Has Limitations In the last 4 quarters ending Q2’23, Tesla has delivered 1,638,123 vehicles. Approximately 46.8% of total sales are made in the U.S. and we can use this as a basis to estimate the number of vehicles sold in the U.S., which comes out to 766,478.

Key Takeaways Ford’s failure to launch a meaningful EV campaign will see them lose out in Europe and Asia. Increase labor costs following Union strikes will put pressure on Automotive EBIT margins Strict credit conditions over the next few years will hurt Ford’s sales volumes and financing margins Catalysts Rising Competition In EV Market Will Limit Sales Growth Trajectory Ford was one of the many manufacturers that have had to realign their focus with climate action in mind.

Key Takeaways Tesla’s Dojo supercomputer will empower them to develop more powerful products. Dojo will elevate Tesla’s Autopilot and Self-driving technology to become market-leading.

Tesla Inc. (TSLA) is a global leader in electric vehicles (EVs), energy storage, and solar solutions.

NIO Inc. (Ticker: NIO) Overview NIO is a Chinese electric vehicle (EV) manufacturer that focuses on designing and developing premium smart electric cars.

Stellantis is an underappreciated gem in an out-of-favor market. Recent layoffs at their Michigan plant unrelated to tariffs have only compounded the malaise brought on by recent whiplash trade policy changes.

Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.