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
The academically fascinating Tesla
Paraphrasing Charlie Munger, I would neither buy nor short Tesla, Inc. at present.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
Tesla's Revenue to Soar 16% as Fair Value Hits 391.81 in Five Years
TESLA INC. NASDAQ: TSLA The Most Controversial Bet in Investing An Equity Narrative for Simply Wall St | February 2026 1.Read more
The Transition From Automaker To AI Behemoth Is Underway, But Priced In
Summary Tesla is actively transitioning its core business from automotive sales to real-world AI, including autonomous driving and humanoid robots. Robotaxi testing is progressing well, with plans to remove safety monitors and expand to seven new US cities in early 2026.Read more
Tesla stock seriously overvalued!
I’ll break this out into a few segments. First segment is FSD, Robotaxi vision, cybercab, and Optimus.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?
8/31/25 Hello, fellow investors on this service. I've been following this company since 2016, when I was in Saudi Arabia.Read more
