A Meta nuclear PPA and record EBITDA are not yet in the price.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
A historic Q2 beat and raised guidance just reopened the managed care trade.
A broad Q2 earnings beat is telling a story most investors missed.
480K deliveries already beat the Street. Now margins and Cybercab have to do the work.
Washington is flooding the zone with drone money. The real bottleneck isn't drones — it's who builds...
Q2 volume is already known. What happens to margins is the only question left.
Inside the invisible material shortage throttling the world's most advanced chip factories.
Now the market wants margin proof, Cybercab reality, and a robotaxi story that holds.
Q1 revenue beat estimates by about 24%. The selloff may be the opening.