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

Will Margin Contraction, Decline in Deliveries, and Trump's EV Policy Reversals Stall Tesla?

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

Outpacing Delivery Expectations Sends Shares Soaring. Is Tesla the Most Undervalued AI Name?

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Equity Bottom-Up

<ul>
<li>
Earnings Miss: Tesla's Q2 revenue increased by 2% to $25.5 billion, but earnings per share were 52 cents, missing the forecast of 62 cents.</li>
<li>
Record Revenue in Energy: Tesla achieved record revenues and profits in its energy sector, with 130% QoQ growth in energy storage deployments and regulatory credit revenues.</li>
<li>
Stock Reaction &amp; Competition: Tesla's stock dropped over 8% after-hours, influenced by increased competition, production challenges, and a notable decline in auto revenue by 7% to $19.9 billion.</li>
</ul>



Earnings Miss: Tesla's Q2 revenue increased by 2% to $25.5 billion, but earnings per share were 52 cents, missing the forecast of 62 cents.

Record Revenue in Energy: Tesla achieved record revenues and profits in its energy sector, with 130% QoQ growth in energy storage deployments and regulatory credit revenues.

Stock Reaction &amp; Competition: Tesla's stock dropped over 8% after-hours, influenced by increased competition, production challenges, and a notable decline in auto revenue by 7% to $19.9 billion.


Tesla's Q2 Revenue Up 2% to $25.5B but Misses Earnings Expectations; Stock Drops 8%