Filtered library · Theme
EV & autonomous mobility theme · 16 dossiers
Dossiers in the EV & autonomous mobility theme cluster — 16 names moving on shared catalysts.
Theme runProduced by the theme run on 3 September 2026, accelerating.
All 16 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers KARO Karooooo Ltd. MEDIUM Record-subscriber-adds story cleared its ceiling: KARO closed $65.48 on 2026-09-04, 2.6% under a new $67.20 high, after breaking the $65.91 shelf founder-CEO Calisto had been selling into — Nothing estimate-moving until the ~2026-10-13 Q2… LMND Lemonade, Inc. MEDIUM The $50 shelf has held six weeks: $53.14 on 2026-09-02, RSI(14) 50.6, three reference closes since 2026-08-21 inside a $0.41 band. The state cadence restarted — Florida car 2026-08-26, Kansas renters 2026-09-01, Missouri car plus… BIDU Baidu, Inc. ADS LOW The last dated event in a flow-mechanical leg lands 2026-09-07: southbound Stock Connect eligibility for the Hong Kong counters that turned dual-primary on 2026-09-01. The ADR closed $95.58 on 2026-09-03, -41.2% from the $162.52 high, with… GOOG Alphabet Inc. LOW Cloud backlog conversion is still the leg — $514B and Cloud +82% at the 2026-07-22 print — but the 2026-09-02 clean sweep (AdX divestiture denied, Gemini 3.8 Flash shipped, Berkshire's $36.6B stake on CNBC) bought only a 1.6%… RIVN Rivian Automotive, Inc. LOW Post-binary delivery arithmetic: the raised 65,000–70,000 FY guide needs 42,441–47,441 H2 units against 22,559 delivered in H1, while the R2 second shift (2026-09-30) is not material until Q4. The 2026-09-03 close of $15.91 sits 41 cents… TSLA Tesla, Inc. LOW The 2026-09-03 Cybercab launch landed after the bell and delivered a website update rather than a disclosure: rides live in limited Austin areas via the Robotaxi app, no ride price, no operating fleet count, no livestream, guests under… AUR Aurora Innovation, Inc. MEDIUM Q2 (2026-07-29) cleared the binary without breaking the plan: >200 driverless trucks and ~$80M exit run-rate reaffirmed, FY26 revenue guided $14–16M, ~$1.2B cash after a $215M net ATM raise. Price reclaimed the broken ~$6.00 June shelf to… BETA Beta Technologies, Inc. MEDIUM The $18.50 level published in August was never printed: BETA floored in the $19.19–$19.58 band where a director bought two ~$251k tranches on 2026-09-01/02, then closed $22.20 on 2026-09-04, back above the $21.00 weekly level lost on… HTZ Hertz Global Holdings, Inc MEDIUM 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… VIA Via Transportation, Inc. MEDIUM Busted-IPO transit-software re-rating, now a month past its trigger: the 2026-08-06 beat-and-raise carried the shares from $19.41 (2026-07-31) to $28.13 (2026-09-04), but the pace has slowed to +4.2% over the ten sessions since 2026-08-21… WEX WEX Inc. MEDIUM Hated fuel-card/fintech inflecting: the 2026-07-22 Q2 beat (Adj EPS $5.35 vs $5.05) and FY26 guide raise to $19.68-$20.08 discredit the EV-kills-fuel-cards and rate-cut-kills-float bear case; PTs jumped to $200-210 (Mizuho/KBW, 7/24).… BEEM Beam Global LOW Beam Global is repricing from EV-charging hardware toward a drone/defence/AI-data-centre battery supplier after the 2026-08-19 Q2 beat ($8.562M vs $8.193M consensus; -$0.14 vs -$0.20 est.) and a 22.7% after-market move to $1.49. Attention… JOBY Joby Aviation, Inc. LOW 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… SAH Sonic Automotive, Inc. LOW 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… SWVL Swvl Holdings Corp Class A LOW Post-SPAC MENA transit operator still extending on the ~$14.5M Sawiris-backed Coefficient round (2026-08-25/26): the 2026-09-04 close was $4.93 against a $1.446 issue price, with a new 52-week high of $5.52 and RSI(14) at 83.0. The… XOS Xos, Inc. LOW First-ever U.S. Air Force award (prototype OTA for the Xos Hub mobile BESS, announced 2026-08-17, terms not disclosed) took the stock ~100% on 2026-08-18 and put a defense-pivot narrative on a going-concern EV maker that just missed Q2…