Archive - Motorhead

SpaceX IPO Looks Wobbly & Early Unlocked Selling Could Dampen the Passive Squeeze

The IPO is only 3.3x oversubscribed as of yesterday, with books closing after today's market close. Things look wobbly, but there's a lot of financial…

Jun 10 • Motorhead

May 2026

Texas Gives Tesla 42 Robotaxi Permits vs 577 For Waymo

More proof that Musk is not serious about robotaxis for "half of the US population by the end of 2025".

May 29 • Motorhead

SpaceX Nativity in Fraud (Part 2): Omission of the Paris Criminal Probe From IPO Filing

News update on how the US authorities are skirting EU laws.

May 27 • Motorhead

SpaceX's Nativity in Fraud (Part 1): The IPO is as Laughable as WeWork's & Should Tank Tesla if Successful

Key takeaways from SpaceX's S-1 filing (Part 1).

May 21 • Motorhead

Tesla Will Moon if the SpaceX IPO is Canceled

xAI's CSAM scandal and French prosecutors' criminal probe could scuttle the SpaceX IPO, and this may be what Musk wanted from the start: a $3 trillion…

May 15 • Motorhead

Why Musk is Walking Back Tesla's Robotaxi Roll Out

Musk backpedaled on his robotaxi goals during the Q1 earnings call, after proclaiming they'd service half the US population by 2025-end. A look at…

May 13

April 2026

Bad Q1 Results Are the Least of Tesla's Worries

Cash burn, FSD reimbursements, & further robotaxi delays should weigh on Tesla shares.

Apr 23 • Motorhead

Tesla Q1: Guidance is More Important Than Results

Results take a back seat to many questions about robotaxis which Musk has to answer to on Wednesday's earnings call.

Apr 20 • Motorhead

Tesla's Last Hurrah in Texas: Robotaxis Expanded to Dallas and Houston

Texas still has lax robotaxi laws that are set to become stricter from May 28th, after which Tesla may stop its occasional driverless rides.

Apr 19 • Motorhead

High Oil is Bad for Auto Stocks Hinged to the US Market

The 38% rise in US gasoline prices will dent earnings at less fuel-efficient carmakers with big dependence on the US auto market; EVs get no bids, as…

Apr 15 • Motorhead

Tesla's Q1 Deliveries and Energy Miss Imply Losses and Cash Burn

Despite the huge use of low-interest loans and price cuts in Q1, deliveries missed consensus estimates, with Tesla Energy missing by a wide margin. Q1…

Apr 2 • Motorhead

Why Tesla Q1 Deliveries Didn't Collapse: $5,000 of Incentives

Tesla could print a Q1 delivery beat, which would spark a short rally, but these numbers won't show how much fresh, new incentives were used in Q1…

Apr 1 • Motorhead