-
1 week ago | 
seekingalpha.com | Bill Maurer
This article was written byI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
-
3 weeks ago | 
seekingalpha.com | Bill Maurer
This article was written byI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
-
3 weeks ago | 
seekingalpha.com | Bill Maurer
This article was written byI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
-
3 weeks ago | 
seekingalpha.com | Bill Maurer
This article was written byI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
-
3 weeks ago | 
seekingalpha.com | Bill Maurer
SummaryPolestar's Q1 results showed progress, with a 76% increase in deliveries and 84% revenue growth, but the top line missed street estimates. The balance sheet remains troubled, with $732 million in cash against $4.8 billion in debt, most likely necessitating a large equity infusion. Valuation is heavily pressured, trading at 0.56 times expected revenues, significantly lower than most electric vehicle peers.
-
4 weeks ago | 
seekingalpha.com | Bill Maurer
May 10, 2025 9:45 AM ETSummaryRivian's Q1 2025 revenue beat estimates, but automotive sales dropped significantly, and the company cut 2025 delivery guidance. Gross margins improved significantly, but were helped quite a bit by regulatory credit revenues and the Volkswagen deal. Rivian's balance sheet has been bolstered by the VW partnership, but ongoing dilution and a weak demand outlook could weigh on shares. After the bell on Tuesday, we received from Rivian (NASDAQ:RIVN).
-
1 month ago | 
seekingalpha.com | Bill Maurer
SummaryLucid's Q1 2025 report showed mixed results, with revenues missing estimates, but margins improved over the prior year period. The company reiterated its full-year production guidance but remains far from profitability, with a high price-to-sales ratio compared to peers. Shares remain depressed as investors wait to see if another capital raise is needed to support production growth. After the bell on Tuesday, we received from Lucid (NASDAQ:LCID).
-
1 month ago | 
seekingalpha.com | Bill Maurer
May 06, 2025 11:33 PM ET, , SummaryApple reported top and bottom line beats for its March ending quarter, but this was largely due to reduced estimates since the prior report. The iPhone has stalled despite new features, while Services are growing nicely but remain less than a third of the business. Apple lacks a "next big thing," with incremental updates and AI features expected to drive only mid-single digit yearly revenue growth.
-
1 month ago | 
seekingalpha.com | Bill Maurer
May 02, 2025 5:09 AM ET, , SummaryIntel's turnaround under the new CEO has started, but the full recovery is expected to extend well into 2026. Q1 2025 results showed a slight revenue decline but beat estimates; however, gross margins and profits continue to struggle. INTC's divestiture of 51% of Altera aims to improve the balance sheet, despite Altera's valuation being nearly halved since its acquisition. Last week, we received first quarter results from Intel (NASDAQ:INTC).
-
1 month ago | 
seekingalpha.com | Bill Maurer
Apr. 22, 2025 5:30 PM ET, , SummaryTesla, Inc.'s Q1 results were much worse than expected, as revenues and earnings took a hit from the Model Y refresh. The company didn't offer any major update for new products, and deliveries for the year remain uncertain due to trade war concerns. TSLA remains in between growth waves now, but this quarter is expected to see some major developments for the company.
