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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NIO: the margin inflection test behind China's smart-EV turnaround
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.
OpenAGX: the power-plant builder now has a $2.9B backlog and a cash pile
Argan finished fiscal 2026 with record backlog, no debt and nearly $895 million of cash and investments. The AGX question is whether Power-heavy backlog converts into profitable revenue without project execution pain.
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