Ford's low-price push against Chinese EV makers is unlikely to end well because the segment is intensely price-sensitive and Chinese manufacturers innovate and refresh models at a frightening pace. Ford should expect margin erosion, and one successful pickup would not dent the disruption under way. x.com  x.com  x.com 

Tesla's $1.4T valuation prices in absolute perfection and leaves too little headroom to outperform the market over the next few years. Robotaxis, FSD, Optimus, AI and energy storage are exciting, but the share price pays now for what may be achievable in a decade. Tesla makes half Ford's free cash flow, and Uber earns more than double its net income at about a tenth of the value. Car sales peaked in 2022-23 as Chinese automakers ended growth, so it is unclear where the cash comes from. x.com  … Show more

Ford is set to become a legacy blue chip that quietly turns into a growth stock on the AI capex boom, as Nokia did. It is already announcing multi-year supply deals with energy facility developers for its new US-assembled battery energy storage business, which serves utilities, data centers and large industrial and commercial customers. x.com 

Tesla's Q3 earnings beat came from tariff refunds, not operations. The Supreme Court's IEEPA ruling let Tesla book $786M in refunds, less $339M owed to storage customers: $447M or 62% of Q3 operating income. Without that, GAAP EPS was $0.12 versus $0.20 estimated and operating margin 1.0%. Gross profit is not keeping pace with spending. Tesla trades at 500x trailing earnings versus 32x for the Mag-6 despite falling Q3 revenue, EBIT down 56% year on year and reduced capex. x.com  x.com  x.com  x.com  … Show more

Tesla's falling energy and storage revenue undercuts what bulls call its next growth case. In Q3, that revenue fell 16% year over year; auto revenue fell 3%, operating income 56%, GAAP net income 43%, GAAP EPS 44% and free cash flow 62%. These terrible results make $500 a share look unlikely, even though the stock has not fallen 20%. x.com  x.com 

Ford is setting up for a breakout as it expands beyond autos into energy storage for AI data centers and utilities. Together with its 2026 rollout of cheaper LFP batteries, that points to EV margin expansion the street has not priced in. The chart supports it: a confirmed golden cross, with the 50-day moving average above the 200-day, and price bouncing off heavy $14 support on accelerating volume, signaling accumulation. x.com 

Tesla's operating profit keeps shrinking even as revenue rebounds, making it look like a weak cyclical automaker. S&P Capital IQ shows 2025 revenue falling 2.9% to $94.8 billion and EBIT dropping from $7.7 billion in 2024 to $4.4 billion in 2025; latest twelve-month revenue reaches $103.6 billion while EBIT falls further to $3.1 billion. x.com 

Tesla's capital-intensive charging network will lack the reach of venue-based rivals, worsening its EV cost competitiveness. Its bidirectional-capable cars cost much more than competitors', and its Powerwall is also more expensive. Tesla has not yet surfaced a way to discharge from a car to the grid from anywhere and get paid, while rivals are working on one. x.com  x.com 

Ford could show better batteries than Tesla within two years through its participation in a European solid-state battery initiative. Spain's homegrown solid-state batteries, born of European cooperation, are entering industrialization for the grid within 12 months and for autos soon after. That could drive a re-rating of the stock. x.com  x.com 

Tesla's declining operating income and margins make it crazy to invest at a 300x P/E. Per @scidood, operating income fell from $13.7B in 2022 to $4.4B in 2025 and stood at $2.1B through Q3 2026; operating margin fell from 16.8% in 2022 to 2.7% through Q3 2026. x.com