Automobiles U.S. Community
Our community narratives are driven by numbers and valuation.
Automobiles U.S. Investing Ideas
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
General Motors Stock: Managing the Most Expensive Transition in Auto History
General Motors (NYSE: GM) is navigating one of the most complex transformations in its century-long history. The company is simultaneously defending a profitable internal combustion engine (ICE) business while investing tens of billions into an electric future that is still uneven, capital-intensive, and politically charged.Read more
Tesla’s Nvidia Moment – The AI & Robotics Inflection Point
Overview Founded in 2003, Tesla Inc. (NASDAQ: TSLA) began as an ambitious EV startup led by engineers Martin Eberhard and Marc Tarpenning.Read more
Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.Read more
