Clean Sheet

🔋Clean Sheet: Autopilot Failure Costs Tesla Millions

TSLA was ordered to pay $329M after a jury blamed its driver-assist tech for a deadly accident in Florida.

Aug 4, 2025

Clean Sheet

🔋Clean Sheet: QS Powers Up with VW

QuantumScape expanded its deal with VW’s PowerCo and hit a key 2025 milestone—Cobra is now fully integrated into production.

Jul 29, 2025

Clean Sheet

🔋Clean Sheet: Tesla (TSLA) faces first Autopilot jury trial, Wedbush calls Musk’s new party a “tipping point”

Rivian (RIVN) slips after Guggenheim downgrades on softer R1 demand and EV-policy headwinds.

Jul 14, 2025

Clean Sheet

🔋Clean Sheet: Rivian (RIVN) lands $1B Volkswagen equity infusion to fund tech JV

Plus, Tesla (TSLA) slides after Elon Musk’s new “America Party” adds political overhang.

Jul 7, 2025

Clean Sheet

🔋Clean Sheet: Tesla (TSLA) logs first fully autonomous Model Y delivery

Plus, Li Auto (LI) trims its Q2 delivery outlook to roughly 108,000 vehicles.

Jun 30, 2025

Clean Sheet

🔋Clean Sheet: Tesla (TSLA) debuts limited robotaxi service in Austin, shares jump

Amazon’s Zoox (AMZN) opens first U.S. robotaxi factory, while Goldman upgrades Nio (NIO) after cost-cut push.

Jun 23, 2025

Clean Sheet

🔋Clean Sheet: What Wall Street is Saying About First Solar (FSLR) and Sunrun (RUN)

Plus, Guggenheim says that while Tesla shares continue to be driven by robotaxi and political narratives in the near-term, the company's fundamentals "continue to deteriorate at an alarming rate."

Jun 16, 2025