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ev-autonomous-mobility theme · 6 dossiers
Dossiers in the ev-autonomous-mobility theme cluster — 6 names moving on shared catalysts.
All dossiersTSLA
Tesla, Inc.
Terafab (2026-08-06) put a number on the split: $16.8B first phase, and Musk's approximate guess allocates ~25% of output to Tesla Optimus versus ~75% to SpaceX — the listed entity co-funds compute it mostly does not receive. Energy is the…
BETA
freshBeta Technologies, Inc.
Electric-aviation scale-up narrative re-accelerating: a $3.9B/991-unit backlog, the 2026-08-04 EXIM intent for up to $1B, and a July run of GE Aerospace, Loganair and FAA eIPP headlines have carried the stock +25.9% in three months into…
HTZ
freshHertz Global Holdings, Inc
The 2026-08-06 Q2 beat re-lit a squeeze the index deletion had just flushed: adjusted corporate EBITDA $81M cleared the top of a $50–80M guide, GAAP swung to +$64M, and the stock ran roughly 50% in two sessions amid 73.85%-of-float short…
JOBY
Joby Aviation, Inc.
eVTOL cert story still advancing (FAA TIA testing, 2026 Dubai target) but the trade rolled over: ~$8 testing support, down ~33% since June 1, recovery base gone, CFO sold ~half his stake June 8, consolidation coverage marks sentiment…
RIVN
Rivian Automotive, Inc.
Q2 delivery beat and a RAISED FY output guide (2026-07-15) gave the recovery a fundamental leg, but the ~2026-05-27 death cross is uncured, the theme is a maturing consumer-discretionary tag-along, and the EV complex is heavy after Tesla's…
SAH
freshSonic Automotive, Inc.
GPU-normalization narrative broke at the 2026-07-30 print: revenue and adjusted EPS beat consensus, but adjusted EPS fell 17% YoY, franchised segment income −23%, and EchoPark FY26 GPU guidance was cut ~$300 at the midpoint. Shares…