Automobiles U.S. Community
Our community narratives are driven by numbers and valuation.
Automobiles U.S. Investing Ideas
Is Tesla a Stock or a Call Option? - A valuation nightmare!
TLDR Tesla is not being valued like a car company , but like a bundle of future bets sitting on top of a real operating business. The real upside the market is paying for is Robotaxi, Optimus / Physical AI, and Elon Musk premium.Read more
The First Real Lidar Winner
Something quietly shifted in the lidar space and most investors haven’t fully processed it yet. For years, lidar companies were grouped into the same bucket, high promise, heavy losses, uncertain adoption.Read more
QuantumScape: A Mispriced Deep‑Tech Inflection Point With Multi‑Billion‑Dollar Optionality
QuantumScape is the only battery company to demonstrate OEM‑validated solid‑state lithium‑metal performance at automotive‑relevant conditions. The market still prices QS as a speculative science project.Read more
The Transition From Automaker To AI Behemoth Is Underway, But Priced In
Tesla’s story is shifting from selling cars to selling real-world AI, with early robotaxi rollouts and a push to build a humanoid robot moving faster than many expected. But the car business faces tougher competition and policy headwinds, raising the question of whether today’s price already assumes a smooth leap into this next chapter.Read more
Tesla's Revenue to Soar 16% as Fair Value Hits 391.81 in Five Years
Tesla looks less like a straight carmaker and more like a bet on batteries, software, and self-driving—just as its car sales and brand take a hit. The real question is whether big new ideas like robotaxis and humanoid robots arrive fast enough to outweigh fierce competition and the risks of a company so tied to one leader.Read more
MPAA remains undervalued after earnings
Motorcar Parts of America (MPAA) remanufactures essential auto parts like alternators, starters, brake calipers, and wheel hubs for the aftermarket. With U.S. vehicles averaging 12.8 years old, demand for replacement parts stays strong and predictable.Read more
Why Is This Not Much Higher Already?
One carmaker is quietly building a reputation for fast, good-looking vehicles at prices that undercut well-known brands, and it may be getting help from a major oil company on a new kind of battery. The big question is whether its tech claims and expansion plans hold up—and what happens if it ever breaks into the US market.Read more
