Tesla's next double: energy, autonomy, and the auto-margin reset
A Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.
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Aeroméxico: the Delta overhang behind a record-margin airline
Aeroméxico has premium demand, loyalty scale and record-margin evidence after its U.S. listing, but the Delta JCA, MEX constraints, fuel, FX, engine issues and a negative equity balance sheet make the setup high risk.
OpenAerCap: the aircraft shortage is paying twice
AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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