On May 21, Micron had their annual analyst and investor conference. Micron is firing on all cylinders. The conference has reinvigorated interest in the stock. U | Continue reading
The battery pack in Tesla's Semi will cost the same as the entire truck: $180K. Tesla is thus unlikely to turn a profit selling tractor trucks. Selling delivery | Continue reading
Opening Amazon Go stores at downtown locations across the U.S. may not significantly impact its retail revenue; The real growth opportunity lies in Amazon Go's | Continue reading
Only one of Tesla execs have experience building heavy duty trucks. Engineers on the Semi program also work on the Model 3, which likely draws much more of thei | Continue reading
The Cambridge Analytica affair is proving to be a passing disturbance to Facebook's amazing success story. Business and financial performance in Q1 2018 is evid | Continue reading
On March 23rd, 2018 we published an article entitled, Nvidia is Playing with Fire in which we discussed Nvidia's GeForce Partner Program (GPP). This partnership | Continue reading
Tesla unveiled the prototype of its Semi to much fanfare in November 2017. Successive press events and public test drives built the perception that the Semi wou | Continue reading
On March 23rd, 2018 we published an article entitled, Nvidia is Playing with Fire in which we discussed Nvidia's GeForce Partner Program (GPP). This partnership | Continue reading
Tesla's production woes stem from its anti-Toyota philosophy, betting that robots are better than humans at low-cost high-volume production. Tesla's highly auto | Continue reading
Elon Musk has bet the future of Tesla on the production of a mass market electric car. But production is a long way behind schedule. Why is it taking so long to | Continue reading