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A Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.
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NIO's June 1 delivery release showed 37,705 May deliveries and 150,526 year-to-date deliveries. The stock now turns on whether ES9, ONVO L80, and firefly can keep Q1's margin inflection alive through June.
OpenAgree Realty looks simple from far away: stores, rent, dividends. The useful question is sharper: can ADC keep buying long retail leases at yields that beat its capital cost?
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