Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Top 10 Mega Caps | Artificial Intelligence, Mint Finance

Uttkarsh Kohli

Top 10 Mega Caps | Artificial Intelligence

Equity Bottom-Up

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Energy Growth: Tesla’s energy storage business surged to 9.4 GWh in Q2, a 135% increase from Q1's 4 GWh.</li>
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China's Impact: Shanghai Gigafactory shipments fell 24.2% YoY in June, delivering 71,007 units amid a Chinese price war.</li>
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FSD &amp; Robotaxi: Full Self-Driving price cut to $8,000 from $15,000; investors await Robotaxi Day on 8/8.</li>
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Energy Growth: Tesla’s energy storage business surged to 9.4 GWh in Q2, a 135% increase from Q1's 4 GWh.

China's Impact: Shanghai Gigafactory shipments fell 24.2% YoY in June, delivering 71,007 units amid a Chinese price war.

FSD &amp; Robotaxi: Full Self-Driving price cut to $8,000 from $15,000; investors await Robotaxi Day on 8/8.


Tesla Q2 Earnings Preview: All Eyes on China, Energy Storage, & Robotaxi