Waymo-re Opportunity: What Tesla's Robotaxi Ambitions Mean for Alphabet's Autonomous Vanguard

May 21, 2025

Elon Musk's audacious predictions for Tesla's robotaxi business with aspirations of hundreds of thousands of self-driving Teslas on the road by late 2026 and potential for multi-trillion dollar market domination paint a picture of an autonomous future rapidly approaching. If these predictions hold even partial truth, what does this burgeoning market signify for Waymo, Alphabet's pioneering self-driving division, especially when considering its current operational scale and long-term revenue potential within the Alphabet empire?

Tesla’s Accounting Issues and the Growing Perception of Malfeasance

Apr 22, 2025

Tesla recently held an internal "code red" meeting to reassure employees amid reports of abysmal Cybertruck sales that have sparked ridicule across the industry. Known for challenging traditional norms—including in the realm of financial reporting—Tesla has developed its own opaque style of accounting that has raised eyebrows for years. Now, with global sales slipping, intensifying competition, CEO Elon Musk’s increasingly erratic behavior, a deteriorating brand image, and a drifting customer base, serious questions are once again being asked—not just about Tesla’s future, but about the integrity of its numbers. From unresolved questions surrounding SolarCity, a $1.4 billion asset discrepancy, the controversial “OdometerGate,” and a string of whistleblower allegations, Tesla appears to be battling more than just a demand problem. It has a credibility one.

TSMC Stands Alone: Rejects Intel Partnership Amid Expansion

Apr 17, 2025

Taipei, Taiwan — Taiwan Semiconductor Manufacturing Company (TSMC) has reaffirmed its technological and operational independence following a surge in profits, firmly denying any ongoing discussions of joint ventures, licensing, or technology-sharing with Intel. As the semiconductor landscape grows increasingly competitive and geopolitically charged, TSMC’s position leaves rival Intel in a more precarious and isolated position—especially in the race to become a dominant player in advanced chip manufacturing.

European Market Reversal - A Sudden Storm

Apr 5, 2025

Investors seeking refuge in European stocks due to perceived stability compared to U.S. policy were blindsided by unexpectedly harsh U.S. tariffs. This coupled with the reliance of major European companies on the U.S. market triggered a market downturn jeopardizing the initial investment thesis and leaving investors facing significant uncertainty.

Tesla: A Storm of Challenges and an Uncertain Future

Apr 2, 2025

Tesla is facing significant challenges, including declining sales in key markets like China and Europe, increased competition, financial scrutiny, and CEO Elon Musk's controversial political activities.

The company is also struggling to deliver on its technological promises, such as FSD and Robotaxis. These issues have led to a sharp decline in Tesla's stock price and investor confidence, raising concerns about its long-term viability.

Resurgence of Low-Cost Carriers (LCCs)

Mar 26, 2025

The low-cost carrier (LCC) sector is experiencing renewed interest from investors, driven by a confluence of economic factors and regulatory shifts. While major airlines face mixed outlooks, LCCs are poised to capitalize on consumer demand for budget-friendly travel options, particularly in the domestic market. Potential deregulation could further stimulate growth through mergers and acquisitions, though challenges remain.