Author: Ondrej Slunecko

Fan of disruptive tech and growth stories. Investing in the public market since 2017.

Tesla continues to deliver and often shocks even the biggest bulls. Elon Musk himself took the stage during the annual Tesla shareholder meeting which took place in Tesla’s Giga factory in Austin, Texas. His candid and straightforward demeanour and confidence in the abilities of his team were highlighted. He shared many important milestones Tesla already achieved as well as laid out a plan to further dominate and improve the world as we know it. The following are the highlights and most important data points from the Tesla shareholder meeting. Production Ramp-up Tesla Production, actual and estimate for Q3/Q4 2022 Tesla…

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Tesla has released their Q2 2022 results a week ago and it is only fair to take a sober look at the efforts and map out a realistic scenario of where the company is headed over the rest of the decade. What is the Tesla expansion plan for vehicle production? Half of the people reading this might accuse us of having ridiculous expectations of Tesla becoming bigger, better, and faster than all of the other automakers combined. The other half will probably consider us hopeless bears, who do not understand Tesla’s potential to replace all human labor with bots in…

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What if I told you the age of abundance is near and will be brought to you, among other factors, by rapid development in manufacturing and industry 4.0? And what role does Sarcos Robotics play in the development? The robotics sector is projected to grow at an impressive 51% compound annual growth rate til the end of the decade. From the current capitalization of $168B all the way to $10T. That becomes possible with the simultaneous development of both AI and battery technology. Harnessing the power of advanced intelligence and command processing, more companies will adopt robotics. This is going…

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Palantir Technologies Inc. announced it will expand its work with the U.S. Army Research Laboratory to implement data and artificial intelligence (AI)/machine learning (ML) capabilities for users across the combatant commands (COCOMs) and strengthen the Palantir Government partnership. The contract totals $99.9 million over two years. This contract softens the worries about the Government revenue growth slowdown as exemplified by Q1 2022 earnings. Palantir Government growth slowed in Q1 on YoY basis. How The Palantir Government COCOM Partnership Started Palantir first partnered with the Army Research Lab to provide those on the frontlines with state-of-the-art operational data and AI capabilities…

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The Tesla second quarter of 2022 has been one of the tougher ones in Tesla’s history. Persistent complications with supply chains, closure of China Gigafactory due to government lockdowns and chip shortages are a few headwinds to note. Despite that Tesla managed to navigate these obstacles with grace and secure another record-breaking quarter. Despite small missteps along the way, Tesla is positioned for an exceptionally strong second half of the year and is on pace with its self-imposed goal of 50% yearly growth. The following are highlights from the conference call and investor deck. Quick Highlights From Tesla’s Second Quarter…

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Community member Django from the Lord of the Rings + Palantir-themed Discord (accessible here) discovered a dedicated Tesla Foundry link leading to standard foundry login page: http://tesla.palantirfoundry.com Foundry login page Why is this potentially big news? Tesla is known for developing most of the solutions in-house. Has Palantir managed to penetrate Tesla’s firewall or is their cooperation a matter of necessity? Possible types of cooperation between Tesla and Palantir Even though the foundry link might not necessarily mean Tesla is working with Palantir, it might hint at possible cooperation. Tesla is usually proud to do as much as possible in-house…

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CPI June 2022 numbers are in and whoever thought the inflation peaked already was sorely mistaken. June inflation hit a new four-decade high as prices increased 9.1% YOY, according to the government’s latest report. We are now seeing the highest inflation since 1981 and this is after all the changes they’ve made to CPI measurement to keep it artificially suppressed. And the situation is even worse in Europe, where the inflation for most of the eastern European countries is well into double-digits with Latvia, Estonia and Lithuania all oscillating around 20% and the rest of the former Eastern bloc anywhere…

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Tesla just revealed their Q2 2022 delivery numbers and as always, the spin from the legacy media is mostly negative, even manipulative. Tesla just posted its second-quarter vehicle production and delivery numbers for 2022. Here are the key numbers:-Total deliveries Q2 2022: 254,695-Total production Q2 2022: 258,580Delivery numbers, which are the closest approximation of sales reported by Tesla, fell just shy of analysts’ expectations.CNBC The correct statement would be — Tesla managed to deliver 254,695 vehicles despite a shutdown in the Shanghai factory and general supply chain disruptions. Very conveniently, the analyst estimates are adjusted regularly (as they should be) and CNBC was…

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Both 2020 and 2021 were the years of excess given all the extra liquidity that suddenly circulated through the veins of both Public and Private markets. This unique environment gave birth to an unprecedented amount of both IPOs and SPACs. The amount of SPACs in 2021 was a staggering 613 while the IPO number went all the way to 420. That was more than double what 2020 brought, which was already double compared to the year 2019. Looking back at the companies that are now crushed compared to the valuations they enjoyed this time last year it is easy to…

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S-curves are an important depiction of a company’s trajectory. It helps to understand the future growth prospects and envision where the business is heading. Tesla S-curve and Palantir S-curve are distinct and exciting subjects to research. Tesla and Palantir are both companies with a heavy following of retail investors. Some perhaps see a similarity in the stories and few are possibly charmed by eccentric CEOs. Many are hopefully excited about the innovation both companies bring to the table, whether more tangible as in the case of Tesla, or more intangible as Palantir does. However, investors need to understand that besides…

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